Ken Brown
speaker
60 appearances
1 recordings
1 series
first heard Jan 2018
last heard Jan 2018
Ken Brown’s voice in public audio — every appearance, attributed to the second.
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Appearances
And if one goes down, the other will go down, too.
And that's one thing we're watching for.
Yeah.
Yeah, well, when you compare valuations around the world, Asia still does look cheap and you get pretty good growth there.
So it is interesting.
These stocks are up a lot.
But on the fundamentals, they're not that expensive and they have interesting growth rates.
So it's a really interesting time to watch.
And those markets have performed great.
So, you know, we were still pretty positive.
Yeah.
So, you know, if you had said at the beginning of 2017 that, you know, European corporate profits would be up 13 percent last year, that's a lot.
And for such an economy that has been in such doldrums for the past decade,
decade, really.
And so that was positive news.
Economic growth was good.
And it probably is sustainable.
Valuations are still reasonably low.
And there's a lot of ability for these economies to pick up the slack that's been there forever.
And so it's really interesting to watch these European economies if they can continue the momentum.
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