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International markets have long been a favorite of Team Haymaker. This has included bullish takes on equities in Japan, South Korea, Brazil and, increasingly, China.
Taiwan Semiconductor was another positive highlight going back to August 29th of 2022 when it was trading around $84.00 versus $359.00 today. Its total return of approximately 356% towers above the NASDAQ’s 98% return over that timeframe. (TSMC represents roughly 40% of the Taiwan’s index’s entire capitalization.) Starting last year, we’ve also been beating the drum for emerging markets which have begun surpassing U.S. equities, as well.
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