Hu-Obama deal supports First Eagle investment thesis

Jan 26, 2011

Last week’s summit in Washington supports portfolio manager Colin Morris’s contention that US equities are the “least bad” option for investors.

Last week, Chinese President Hu Jintao’s state visit to the White House culminated with US President Barack Obama announcing commercial deals involving $45 billion of sales by US manufacturers to China, and a commitment from Beijing to improve intellectual property rights.

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