The next 12 to 18 months will be slow and painful, but America's fundamentals support longer-term optimism, says University of Chicago economist Austan Goolsbee.
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.
BaoCap's Kevin Carter says there's no imminent landing--hard or soft--in China, and with the country's 35% contribution to global GDP growth, investors should up Chinese exposure in the consumer and tech sectors.
As China seeks to rebalance to a consumer-led economy, several Internet firms in the country are poised to gain from higher advertising spending, says Morningstar's Dan Su.
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