Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong European firms that are “not that Euro-centric”. He also discusses why he’s putting a lot of his money into France, and why he thinks the European debt crisis is at its core a banking problem rather than a sovereign problem.

[youtube=http://www.youtube.com/watch?v=j_gBaY77kMk]