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Ideas for Global GrowthEmerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.
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De Vaulx: We've Found Bargains in the U.S.The IVA manager discusses recent picks in high yield, the U.S. market, a Japanese pharma company, and short-dated Asian currency bonds.
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Reasons to Increase Your Stake in ChinaBaoCap'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.
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Asian Dividend Pool Keeps Getting DeeperAsian dividend opportunities can be found across geographies, sectors, and market capitalizations, says Matthews Asia's Jesper Madsen.
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