Destination Asia: The Stocks to Own Now
The stage is set for Asia’s emerging markets to continue their rally in the back half of the year. Investors looking for exposure to this uptrend should focus on names in cyclical sectors.
Mining Stocks: Unloved, But Not Unlovable
With solid dividends and a low bar of expectations, our favorite global mining stocks are good buys for patient investors who can wait for the inevitable turnaround.
Will Narendra Modi be the Savior for India?
Will India’s newly elected prime minister live up to the hype and introduced long-awaited reforms? Here’s our take on the political climate and our top picks in this emerging market.
China Outlook: Cautious, But Not Bearish
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
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.
Japan: Inflated Expectations
Japan’s stock market trades at a favorable valuation and stands to benefit from the government’s efforts to drive inflation. Here are our favorite picks for growth investors.
Will The Emerging Markets Bring Down The World?
Despite the precipitous selloff of emerging-market equities, the group’s long-term growth story remains intact. We highlight the best strategy for patient investors looking to add exposure to this theme.
Japan 2014: Follow the Arrows to Japan’s Deliverance
Investors looking to profit from the changes under way in Japan’s economy should focus on the beneficiaries of Prime Minister Shinzo Abe’s “three arrows” of fiscal stimulus, monetary easing and structural changes to the labor market and economy. Our favorites: real estate, financial stocks and drugstores.
Take Five: Our Top Picks in Asia
After three years of underperforming, Asia’s emerging markets could surprise to the upside in 2014. Not only have equity markets discounted the structural challenges that these nations face, but also the bar of expectations for regional economic growth and stock markets remain quite low.
Taking a Global View on Economic Growth
Central banks' accommodative monetary policies, coupled with accelerating economic activity in the US and the recovery under way in the eurozone, should benefit emerging markets, especially those that rely heavily on exports to these regions.
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