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The World’s Best Stocks

The State-Owned Enterprise Problem

We still have a buy signal from the Cabot Emerging Markets Timer, but only by the thinnest of margins. We continue to regard emerging markets as a place for stock pickers, not a place for those who favor investing in countries or sectors. And while we take a look at the influence of state-owned enterprises on the Chinese economy, in the end we recommend the stock of a company that’s expanding worldwide in its lucrative niche industry.