Leading from Behind

(1) Stay home, go global, or emerge? (2) Trump favors “Stay Home” investment strategy. (3) Commodity prices seem to matter more for emerging markets than does the Fed or the dollar. (4) Asian economies doing well now, but facing Trump tweets on trade. (5) Profits rising in China. (6) South Korea has a political crisis, while India has a currency crisis. (7) Taiwan’s M-PMI confirming upturn in tech business. (8) Brazil remains in deep recession, while Mexico may be starting to stumble on troubles north of the border. (9) Jackie explains Health Care’s wounded performance. (10) Is a shortage of new drugs pushing up prices of old drugs? (11) Drug distributors getting squeezed.