Invesco’s David Chao suggests investors diversify from over-concentration in US equities and the dollar, favoring European equities due to fiscal and monetary stimulus in Germany and the UK. Asian credit, particularly India, looks promising if the US dollar weakens and oil prices remain low. Chao cautions against complacency regarding upcoming tariff deadlines, viewing them as a near-term overhang.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets