Having exposure to the foreign currencies of our biggest trading partners would have served as a very effective hedge against recent import-price inflation, says Oppenheimer's Alessio de Longis.
Matthews China manager Richard Gao says the fund is tracking the evolution of domestic consumption in the country by focusing on banks, insurance, luxury goods, leisure, and information technology.
Five stats from the market and the stories behind them. This week: Samsung enters a new Galaxy, Yum serves improved China sales, inflows continue into bonds, and more.