- This weekend's Barron's cover story examines where to find opportunities in China's stock market now.
- Other featured articles discuss a fund manager's picks for a pricey market and housing stocks poised to keep rising because there is no bubble yet.
- Also, see the prospects for a plastics company, PC makers, an athleisure retailer, a car rental play and more.
"Where to Find Opportunities in China's Stock Market" by Reshma Kapadia suggests that investors are running scared from China's stocks, like JD.Com Inc (NASDAQ:JD) and Yum China Holdings Inc (NYSE:YUMC). Has the Red Dragon become uninvestible? No, says Barron's, but it has gotten a lot more complicated.
In "People Hate Plastic. They Should Love This Plastics Stock," Al Root discusses how Indiana-based Berry Global Group Inc (NYSE:BERY), a maker of plastic packaging products, has not been able to keep up with the S&P 500, but if consumer perceptions around its main products change, so could its performance. That would create a buying opportunity for investors.
Eric J. Savitz's "'Hybrid Meetings' Will Become the Norm. This Cheap Stock Could Be a Winner" points out that Plantronics Inc (NYSE:POLY), the producer of conference-room products and office headsets, is turning itself around after a disappointing merger. See why an expected surge in mixed in-person and virtual meetings is a huge potential opportunity for Poly, as the company is better known.
The featured portfolio manager can go anywhere in his asset-allocation fund, and right now he likes D R Horton Inc (NYSE:DHI), Goldman Sachs Group Inc (NYSE:GS) and others. So says "The Stock Market Is Pricey. 6 Stocks This Fund Manager Likes Now" by Sarah Max. See what has attracted him to homebuilders and financial giants.
In Eric J. Savitz's "Buoyed by the PC Boom, HP Inc. and Dell Look Attractive...and Cheap," discover why Barron's believes that, even if sales of personal computer decelerate from their pandemic surge, there are still plenty of things to like about PC giants HP Inc (NYSE:HPQ) and Dell Technologies Inc (NYSE:DELL).
"Housing Isn't a Bubble Yet. These Stocks Could Keep Climbing" by Ben Levisohn explores why, as sharp as the rise in home prices has been, they have a way to go before reaching the level of the 2007 housing bubble. That means the rally in housing stocks like PulteGroup, Inc. (NYSE:PHM) and Toll Brothers Inc (NYSE:TOL) still has legs.
See also: Benzinga's Bulls And Bears Of The Past Week: Alibaba, Bitcoin, Pfizer, Tesla And More
Also in this week's Barron's:
At the time of this writing, the author had no position in the mentioned equities.
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