The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
Chinese Internet giant Baidu offers robust growth at an attractive share price for investors who can get comfortable with the regional and business-specific risks, say Morningstar's Matt Coffina and Dan Su.
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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