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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. 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.

  3. Smooth Sailing or Stormy Seas?

    Morningstar markets editor Jeremy Glaser examines what the week's headlines suggest about employment, China, autos, and more.

  4. Emerging Markets Bright Spot for Yum Brands

    Yum's second-quarter results show that emerging markets could be the big story for the firm in the coming years according to Morningstar's R.J. Hottovy.

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