Main Street Research CIO: There is ‘a lot of FEAR' in global markets

• South Korean market experienced a significant two-day crash, leading to a trading halt, which the analyst views as a potential bottom.
• Global markets are entering a 'New World Order' characterized by increased fiscal spending, accommodative central banks, and 'cheap' valuations, especially outside the US.
• Specific international stock recommendations include Samsung (SSNLF), Siemens (SMERY), and Mitsubishi UFJ Financial Group (MUFG).
• Broadcom (AVGO) is highlighted as a US technology opportunity, expected to perform well after its earnings report.

The discussion highlights investment opportunities in global markets, particularly in South Korea, Europe, and Japan, despite recent volatility. The analyst attributes these opportunities to higher fiscal spending, accommodative central banks, and attractive valuations. Specific recommendations include Samsung, Siemens, Mitsubishi UFJ Financial Group, and Broadcom, with a strong emphasis on buying the dip.