Investing In A Country You'd Never Think Of

Submitted by QTR's Fringe Finance

Just on a gut feeling, I recently took a starter position in an ETF tied to one country I guarantee you’d never think about investing in. If I gave everyone five guesses as to the country in question, I don’t think a single person would guess it correctly.

Having just returned from a recent trip there, my investment case for the country starts with something that is hard to quantify but immediately obvious on the ground: it simply feels solid.

The (limited) infrastructure works well, the institutions feel stable, and the society appears orderly and prosperous. Yes, the prices are eye-watering (a casual lunch can feel like a minor capital allocation decision), but there’s just a broader sense of uniqueness, durability, civility and competence that you notice quickly.

While much of the world deals with rising geopolitical tensions, it’s tough to ignore that geography is the first element that shapes this country’s investment appeal. Sitting isolated in the North Atlantic, far from geopolitical flashpoints, it enjoys a level of geographic security that few nations can match. It’s not bordering unstable regions, it’s not sandwiched between rival powers, and the surrounding ocean acts as a pretty effective moat. If you had to pick a developed country least likely to be accidentally dragged into someone else’s conflict, this one would rank pretty high...(READ THIS FULL PIECE HERE).