Q: For past several weeks, International markets have been outperforming US markets. Europe, Emerging markets and Japan seem to be the standouts. Financials, particularly have done very well. MSCI Europe Financial Index is up 25% compared to -2.5% for XLF. Do you believe that this trend is not going away soon and it would make sense to diversify a portfolio with addition of European Equities ?

If so, would be your preferred route ?

What is your view on Banco Santander and ICICI Bank and whether these will be good options and serve as good proxies for these economies and markets ?

Thank You

Q: Is it as good an investment right now as an American or Canadian bank?

Q: Hello,

Can you suggest several specific companies and/or ETF's to gain exposure to both the Indian economy as well as that of countries like Vietnam?