Topics covered: Urbanization and Growing Middle Class Macro Themes, Post 2008 China Telecom Restructuring, Mid-Cap Growth Companies, Focus On Domestic Consumption, Consumer Growth-Oriented Strategies, China's Effect On Pacific-Asia Countries, Agriculture and Other Chinese Stimulus Plays
Companies covered: Ctrip.com International, Ltd. (NASDAQ:CTRP), Western Sizzlin Corp., Williams Partners LP (NYSE:WPZ), Sunoco Logistics Partners LP (NYSE:SXL), Regency Energy Partners LP, Procter & Gamble Company (The) (NYSE:PG), Plains All American Pipeline, L.P. (NYSE:PAA), Nustar Energy L.P. (NYSE:NS), Natural Resource Partners LP (NYSE:NRP), Magellan Midstream Partners L.P. (NYSE:MMP), McDonald's Corporation (NYSE:MCD), Linn Energy, LLC (NASDAQ:LINE), ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Archer-Daniels-Midland Company (NYSE:ADM), Banco Santander, S.A., Sanofi (NYSE:SNY), Petrobras Argentina S.A. (NYSE:PZE), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Canadian National Railway Company (NYSE:CNI), Allergan, Inc. (NYSE:AGN)
