The situation for Cabot Emerging Markets Investor is pretty darn good, with our stock universe outperforming the broad U.S. market and our stocks looking very healthy as a group. The key to success right now is to get more money to work in strong EM stocks while conditions are so supportive. In today’s issue, we feature a strong secondary player in the Chinese e-commerce industry that is riding a wave of Chinese big-brand consumerism.
