Healthy Tigers
A Comprehensive Look At The Emerging Markets: Diagnosis And Prognosis
We examine Emerging Markets from both the top-down and bottom-up perspectives as we try to identify where to move and what to expect. We check in on two successful EM thematic group ideas as well.
Checking In On Some Past Group Ideas
Updates for three groups we highlighted recently, including two domestic (Education Services and Automotive Retail), and one foreign-based thematic group, the Asia Healthy Tigers Index.
China’s 12th ‘Five-Year Plan’ and the Healthy Tigers Index
Leuthold’s Jun Zhu provides an update on China’s latest Five-Year Plan and how it may affect the Pharmaceutical industry in China.
Asia Thematic Investing: Update On Healthy Tigers Index
Chinese Pharmaceuticals have been sold off considerably in recent months, but look very attractive on a valuation basis. There are fundamental problems, but in light of China’s objective of universal health care coverage there is significant upside. See “Healthy Tigers” update in “Inside The Stock Market”.
Thoughts On Asia Investing: Health Care—An Emerging Sector
Healthy Tigers is not a new exhibit at the zoo, but rather a new index of stocks that will benefit from expanding health care in emerging Asia countries, especially in China.
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