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see you are thinking of sticking to the stronger currencies/political systems, UK / AUS, but is there anyone whose currency you think can appreciate against the USD in the next several years? Because getting that tailwind would greatly reduce company risk. Swiss Franc, British Pound are all that comes to mind for me. AUD and CAD are so commodity driven (their economies) there's little telling what will happen to their currency based on their economies.

I like Japanese companies for their exports, but I don't think the JPY is a good situation long term. I believe government debt there exceeds 2 times GDP now? (Might have that wrong, I sometimes get terms mixed up!)

The Korean Won seems like a good bet; Hyundai and Samsung are exporting "machines" and the rest of their car industry is strong, too. That brings a lot of heavy industry along with it, having a strong auto industry.

Hi Robert - I like to believe that the commodity driven economies can strengthen their currencies vs the dollar over the coming decade. The current commodity weakness is something that is attracting me to Australia right now. Canada is another I may look at sooner than later. As well as some of the Nordics.

I think the GBP and CHF can trade flat to slightly ahead of the USD over time. I don't think I would lose sleep worrying about investments denominated in those currencies. I also think of them as more of a lifeboat currencies than a potentially tailwind generating currencies.

Japanese markets seem to have a lot of extra requirements for direct foreign investment. I also am not entirely comfortable with Japan's prospects. It's on my "skip it" list for direct investment.

For personal reasons, I will likely not invest directly in Korea. I found the business ethics / practices there to be sufficiently different from what I expect as to make me more than a little nervous. The experiences that shaped my views are more than 15 years old now, but still vivid in my memory. In addition, Supreme Leader adds another level of worry.

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