Ignore the slowdown in China at your own peril, writes Ben Levisohn after GDP growth slipped to...
Ignore the slowdown in China at your own peril, writes Ben Levisohn after GDP growth slipped to 7.5% in Q2, and Beijing shows little sign of easing policy to re-boost it. Consumer staples and health care stocks with high China exposure like Mead Johnson (MJN) and PerkinElmer (PKI) have recently underperformed (on a relative basis), but also at risk are those in materials, industrials, and IT with a heavy reliance on China: DOW, ALTR, EXPD, GE. On the other hand there's Las Vegas Sands (LVS) - maybe unfairly (relatively) punished for its Macau exposure even as the secular growth of gambling there should offset any cyclical economic weakness in China.
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