There is a lot of opportunity in financials in the United States and China, Dodd Kittsley, national director, at Davis Advisors, said at the 2020 Inside ETFs conference.
Kittsley said for financials in the United States, he's seeing very attractive valuations and some of the best balance sheets in the past 50 years. "We really see them as dividend growers," he said.
For the international markets, particularly China, the fact there is a lot of controversy there means that "some of the world's greatest businesses there are trading at very attractive valuations that are growing earnings at a much higher rate than their peers in the United States."
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