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Asia’s retail market is transforming, and with it the continent’s logistics business. Astute investors should get exposure, says Lars Henriksson.
It’s been a bad week for Mexico, with escaped narco-criminals and a failed auction of offshore oil rights. But there’s still plenty of cause for hope, says James McKeigue.
China’s stockmarkets have been under severe pressure recently. But Lars Henriksson thinks he’s found an interesting way to play them.
Cuba is opening up to American companies. That’s great news for the fund James McKeigue tipped six months ago.
It won’t be long before the cinema market in China is worth more than in the USA, says Lars Henriksson. Here, he looks at the companies set to profit from the growth of Asia’s appetite for Hollywood blockbusters.
There have been large-scale protests across Latin America, from Mexico, to Chile and Brazil. But there’s no need for investors to worry. James McKeigue explains why.
MSCI has declined to include Chinese A-shares in its flagship emerging-market index. But when it does – and it will – investors stand to win big, says Lars Henriksson.
China is investing heavily in Latin American infrastructure. That’s great news for investors, says James McKeigue.
China’s increased military spending will help to boost its economy. Lars Henriksson explains why, and tips one defence stock to benefit.
Now is still a great time to plough your money into Latin American agriculture. James McKeigue explains why, and tips one stock set to profit.