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Tag Archives: China slowdown
Growth Stocks: What the Big Money Likes
It’s instructive to review the holdings of the smart PM’s at leading mutual fund houses—T Rowe Price, Fidelity, Gamco and Vanguard. We looked at the top 10 holdings of 18 big-cap growth-oriented funds. Some themes: A favorite holding is the … Continue reading
Posted in Uncategorized
Tagged China, China slowdown, Citigroup, GM, growth stocks, mutual fund holdings, Visa
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Downside Risk in China
Eight months ago I warned that the China slowdown would be much worse than expected. I suggested the Wall Street parlor game of China economists daintily trimming their GDP growth estimates from 7.5% to 7.3%, etc. was fairly ridiculous because the … Continue reading
Posted in Uncategorized
Tagged China, China Beige Book, China GDP, China real estate, China slowdown
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