An influx of liquidity from Chinese investors, coupled with the central bank’s recent rate cuts, has propelled China’s equity markets to big gains. We book another solid profit on one of our previous picks, highlight our favorite Chinese stocks and identify two other Asian equity markets that should ride this liquidity wave higher.
US real estate investment trusts have rallied significantly since we last visited the space in late 2013. However, investors can still uncover value in the space if they’re willing to take on additional risk for higher yields.
The last of Prime Minister Shinzo Abe’s “three arrows”—structural reforms—will be critical to ending stagflation and stimulating Japan’s economy. We dig into Japan’s macroeconomic picture and highlight our favorite stocks.
Although Canadian REITs haven’t matched the dividend growth posted by their US counterparts over the past 18 months, most of these names didn’t slash their payouts to the bone during the financial crisis. Our favorite Canadian REITs trade at undemanding valuations, offer above-average yields and are good buys for patient investors.
Investors may have written off these two master limited partnerships for their subpar distribution coverage, but their turnaround stories continue to gain traction. Not only do these names offer above-average yields, but we also foresee significant price appreciation for patient investors.
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