Have U.S. Markets Become Too Expensive for Investors?

The video discusses the valuation of the US market, suggesting it may be overpriced compared to Europe and Japan. It highlights investment opportunities in the Eurozone, particularly in financials and consumer stocks, due to economic recovery. Political risks in Europe are considered, but economic factors are expected to prevail. The video also examines China's credit growth and liquidity conditions, noting a gradual cooling rather than significant policy tightening.

In what ways are consumer-related stocks expected to perform in the Eurozone?

What is the current state of credit conditions in China, and how does it relate to liquidity?