Global Alpha: Why International Markets Still Matter

Intro:
U.S. equities have outperformed for over a decade—but leadership changes. At Non-Consensus Alpha, we believe the next wave of alpha could be coming from beyond American shores.

Body:
Most retail portfolios are heavily concentrated in U.S. stocks, and it’s easy to see why. Strong tech sector, robust economy, deep liquidity. But valuation gaps are widening between the U.S. and the rest of the world.

In fact, emerging markets and select developed nations now offer:

• Lower P/E ratios

• Higher dividend yields

• Undervalued currencies

• Rapid innovation in infrastructure and fintech

We’re actively tracking:

• India’s manufacturing renaissance

• Brazil’s agritech evolution

• Southeast Asia’s digital economy surge

• Germany’s energy pivot post-2022

With geopolitics and inflation reshaping supply chains, companies abroad are gaining competitive advantages that aren’t priced in yet.

Takeaway:
Alpha knows no borders. The key is to separate signal from noise—and act before the crowd catches on.

CTA:
→ Download our “Global Alpha Radar” report to see what we’re watching internationally.

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