The Daily Upside: Jason Hsu’s Fundamentals Avoid ‘Sex and Sizzle’ of Value Investing

Jason Hsu highlights that rising global trade tensions—ironically sparked by U.S. policies—are drawing investor sympathy and capital toward emerging markets, especially in Asia, where nations now lead in engineering and manufacturing; at the same time, he sees Japan’s surprising economic revival as a major but overlooked opportunity, favoring it over Europe in developed market strategies.

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