China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.
China is the stock market investors love to hate. The conversations are always about what could go wrong in China and rarely about what will go right. And yet Chinese equities outperformed other emerging markets during the past one-, three- and five-year periods.
Demand for pest control remains steady even in the most challenging of economic environments. Couple that with organic growth opportunities and smart acquisitions, this pest-hunting company is set to creep and crawl its way to continued profits and growth.
Over the past several quarters, we’ve assembled a Watch List of high-quality names that we’d consider adding on a pullback in the broader market. We revisit these stocks, their stories and their growth prospects.
Although we remain cautious on equities because of the increased potential for a bear-market correction, we continue to highlight secular growth stories with an eye toward buying these names on a pullback.
One of today’s best secular growth stories involves the application of cloud hosting and advanced data collection and analytics—existing technologies, not chimera from sci-fi movies—to disrupt incumbent systems and unlock additional value and potentiality from traditional businesses.
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