McKinsey says China will grow more slowly than expected. Barclays comments that bad news on U.S. core capital goods does not indicate a sharp slowdown and that Latin American countries’ finances look sound. Janney Scott sees stock buys in Japan.  Among mutual funds, S&P has high marks for Berwyn Fund, Wells Fargo Advantage Growth Fund, and Loomis Sayles Small Cap Growth Fund.

Gordon Orr, McKinsey Quarterly

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