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.
Take Europe and China off your big worry list and focus instead on the consumer and inflation, says Morningstar's Bob Johnson.
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.
The country has proved resilient in times of stress, and its financial institutions appear to be attractive long-term investments.
©2012 Morningstar Advisor. All right reserved.