Catalyst Funds
Rational Funds
Strategy Shares
China continues to dominate market headlines, as global tariff wars heat up. Nevertheless, many companies, particularly luxury good firms with a strong e-commerce presence, are benefitting from growing domestic consumption and spending power in China and the rest of Asia. As earnings season kicks off, and these companies divulge their success for the first quarter of 2019, we can expect that many global companies will benefit from this demand. For more on this topic, please see the article on Equities.com entitled, “Companies Benefitting from Strong Chinese Consumer Demand,” by Eric Clark, who serves as Portfolio Manager of a consumer-oriented strategy at Rational Funds.