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.
Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.
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.
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