Morningstar's R.J. Hottovy says a key uncertainty ahead of Alibaba's IPO is whether the firm can duplicate its success outside of China.
Low-cost resources will allow these basic materials names to maintain their profit margins despite a slowdown in China.
Although lagging foreign counterparts, the percentage of exports to U.S. GDP has more than doubled since the 1960s, with several sectors leading the charge.
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.
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