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Global Top Cat

China Outlook: Cautious, But Not Bearish

By Yiannis G. Mostrous on Apr. 30, 2014

Investors who think that developed markets can deliver strong returns if China’s economy collapses will be painfully off the mark. Fortunately, we don’t foresee a complete meltdown for China. The world’s quintessential emerging economy also includes pockets of opportunity for investors with a longer time horizon and the stomach for near-term volatility.

Europe: Selectivity is Key after Recent Rally

By Yiannis G. Mostrous on Apr. 17, 2014

After last year’s rally, European equities trade at elevated valuations; a strengthening EU economy and meaningful earnings growth will be the key to further appreciation. We take profits on a number of names we highlighted last fall and highlight our top three European stocks for the coming year.

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