The “X Factor”: Exposure to China Me-thinks an instant investing line has popped up in the wake of unprecedented stock market volatility the last 2 weeks: the way to play this market going forward is to suss out individual companies’ China exposure. In a nutshell, here’s the thesis: Lots of China exposure = bad. Minimal...Read More
Maybe, But Not Because the Listing Agent Says So Stock market investors are accustomed to analysts who discuss a company’s prospects, and recount a long list of negative or at least worrisome issues. But then they slap a “Buy” rating on the stock, anyways, because they believe “the bad news is already priced in” —...Read More
