7Mo
The GDP of the USA accounts for around 26% of global GDP.
Now, doing 60% of your business with 26% of the world's GDP is not what I mean by diversification.
Now, doing 60% of your business with 26% of the world's GDP is not what I mean by diversification.
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@RaphGM Well, currency diversification also plays a role for investors. If the dollar depreciates, the euro loses value for us. However, since the devaluation of the dollar is a desirable effect of his policy for the man in the White House, for example, there is a risk here that should be dampened somewhat. In addition, the earnings of many American companies are already heavily dependent on the domestic economy: if there is a weakening of consumption, for example, then this will also be felt. So my opinion: USA, yes - but somewhere between 45 and 60% of the portfolio
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