How about US large global companies

来源: 2008-01-01 20:36:19 [旧帖] [给我悄悄话] 本文已被阅读:

The current distressed US stock market has started to show some positive signs to value investors interms of risk and returns comparing to high flying emerging markets.

I believe the US large global companies might be a safe bet. If the overseas revenue counted more than 60%, the devalution of US currency will actually help the bottom line since the final number will be translated in USD.