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China in Focus
by Equity Investment Team of BMO Global Asset Management, 7/11/17

Historically, we have not been able to find many interesting, really high quality companies in China which has largely centered on our discomfort with corporate structures, governance and alignment between majority and minority shareholders. While this continues to be the case, recent trips by members of the team have certainly provided plenty of food for thought.

China's Great Leap
by Equity Investment Team of Janus Henderson Investors, 12/2/13
Chinas government just announced it would take a big step back...and let its economy take a giant leap forward. We believe Chinas proposed economic reforms will transform the economy and should allay investors main concerns about Chinese markets. In Janus latest Equity Monthly, our equity team offers its perspective on Chinas Great Leap.

What Price for Growth?
by Equity Investment Team of Janus Henderson Investors, 11/4/13
Cloud computing and social media are bringing a level of disruption and innovation not seen in the technology sector since the dot-com era. The troubling aspect is that valuations for many of these companies seem just as stretched as Internet stocks were back then. We think investors may be paying too much for the growth inherent in these companies.

Momentum in Europe
by Janus Equity Investment Team of Janus Henderson Investors, 9/3/13
We think now is a good time to be investing in Europe. European equity valuations are at the lowest level in more than 40 years, by some measures, and we are seeing green shoots in the regions downtrodden economy. Meanwhile, European companies in several industries have right-sized their cost structures or refocused their businesses, setting them up to be more competitive on a global scale.

We Shale Rise
by Janus Equity Investment team of Janus Henderson Investors, 8/6/13
The U.S. oil and gas boom largely underpinned the countrys economic recovery, but this is only the beginning. Dont underestimate what cheap oil and natural gas means for the U.S. economy, or how long this advantage could last.

A Different Playbook
by Equity Investment Team of Janus Henderson Investors, 2/8/13
Asia's handset market is developing quite differently than in Europe or the U.S., creating an entirely different playing field for Apple and other handset makers. Major brands are being challenged by the rise of cheap, but very capable generic smartphones. If major brands cannot innovate above and beyond the new offerings of these emerging cheap smartphones, they will not be able to command the high prices, and corresponding high profit margins, that have underpinned their success.
6 results found.