Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
Alcoholic Beverage Stocks A Bright Spot In China
We lay out a compelling case to add exposure to two Chinese alcoholic beverage stocks at current levels: Wuliangye Yibin Class A (000858-CN) and...
Quick Picks that Are Hopeful of Keeping Delighting Chinese Consumers
The consumer sector in China has been a complex and dynamic one in recent years, with two totally opposing trends (of both consumption upgrade and...
Smartkarma Originals