We think that Chinese internet and India banks for example are not necessarily a zero-sum game where you have one you do not need to have any exposure in the other. They are not direct trade off and we can see a case where over the medium and long term both will drive ahead.
US stocks: Dow, S&P slip as investors eye Mideast talks, earnings
Major stock indexes closed lower on Thursday, pausing after a strong start to the week. Investors digested corporate earnings and looked for progress toward a