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  1. Contrarian Approach to Growth Pays Off

    Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.

  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. The Asia Dividend Story

    Asia is quite attractive from the perspective of an investor looking for both yield and growth in an underlying dividend, says Matthews' Jesper Madsen.

  4. 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.

  1. Feeding the Dragon: Why China’s Credit System Looks Vulnerable

     

  2. Emerging Asia Pacific: Regional Economic Review – 4Q 2012

    This article is for informational purposes only. This article is not intended to provide tax, legal, insurance or other investment advice. Unless otherwise specified, you are solely responsible for determining whether any investment, security or other product or service is appropriate for you based ...

  3. 2013 International Outlook

     

  4. PIMCO’s Cyclical Outlook for Asia: Awaiting the Policy Breakthrough

     

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