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.
Industry consolidation, recovering demand for travel and lower fuel costs have provided the major US air carriers with a major tailwind. Our top picks should continue to outperform and would be good buys on any pullback.
An increase in temporary staffing appears poised to become a permanent feature of the US labor market. Our top pick boasts some of the highest profit margins in this growing industry and focuses on supplying the information technology, life sciences and health care markets with highly trained professionals.
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.
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