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  1. How China's Consumer Sector Will Pay Dividends

    As investment in fixed assets declines, consumption will drive GDP growth in China, and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.

  2. Reasons to Increase Your Stake in China

    BaoCap's Kevin Carter says there's no imminent landing--hard or soft--in China, and with the country's 35% contribution to global GDP growth, investors should up Chinese exposure in the consumer and tech sectors.

  3. Has China Hit Its Growth Limit?

    China's historical growth drivers have started to plateau, but many untapped industries--particularly in the services sector--are set to take the lead, says Seafarer's Andrew Foster.

  4. A Cure for China's Hangover

    Investors looking to avoid the pain of China's slowdown should keep a close watch on consumer-oriented stocks, says Morningstar's Dan Rohr.

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  4. Japan: After the Quake, After the Floods

     

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