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.
Cloud technology has become a catch-all answer to almost any software or business challenge, to the point of being cliché. That’s nice if you’re creating a pitch deck, but if you’re investing your money, you need to crack open that cliché and understand what’s happening.
As companies realize the limits of cloud computing, they’re refocusing on their own private data centers. A recent pullback gives investors an opportunity to buy one of the leaders in making public cloud-private data center computing work well.
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