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.
Higher gas prices, a moderate slowdown in China, or a tick up in interest rates don't spell doom for the U.S. economy, says Morningstar's Bob Johnson.
Investors should be on the lookout for moderating profitability, signs of a China slowdown, and capital allocation red flags, says Sanibel Captiva Trust's Pat Dorsey.
Take Europe and China off your big worry list and focus instead on the consumer and inflation, says Morningstar's Bob Johnson.
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