Investors generally agree that the dark clouds building over the US economy and the apparent cooling of the rush to buy whizz-bang tech stocks are painful on the one hand, but great news for some previously overlooked companies and for markets outside the US on the other.
The shift has encouraged investors to take another look at Europe, the UK, Japan and other markets. But one market that is not on the global shopping list for this so-called broadening trade, nowhere close to it in fact, is