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Semple: Constructive on Emerging MarketsThough they've traditionally traded at a discount to developed markets, emerging markets will command a growth premium going forward, says David Semple, Van Eck's director of international investment.
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Will U.S. Hit a BRIC Wall?Slowing in some emerging markets likely affects other emerging markets more than it harms the U.S. economy, says Morningstar's Bob Johnson.
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The Friday FiveFive stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.
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O'Keefe: Cautious on ChinaArtisan's Dan O'Keefe believes growth in China will slow when the infrastructure and housing booms bust.
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