Volatility is up and the heart of earnings season is almost upon us, so there’s no lack of excitement. But the Cabot China-Timer continues to hold well above its 25- and 50-day moving averages, telling us that the general trend of the market is up and encouraging us to push the portfolio to a fully invested position. Even China’s economy is doing its part with a “not too hot, not too cold” rate of expansion. And our stock recommendation for this issue is deeply plugged in to the growing wealth (and wanderlust) of the Chinese middle class. Enjoy!
