Topics covered: Singapore Fund, Recovery for Emerging Markets, Investing in Africa, Global Tactical ETF Investing, Global Macro Absolute Return Investing
Companies covered: Walmart Inc. (NYSE:WMT), Honda Motor Company, Ltd. (NYSE:HMC), CPB Inc. (NYSE:CPF), Wright Medical Group, Inc. (NASDAQ:WMGI), NuVasive, Inc. (NASDAQ:NUVA), MAKO Surgical Corp., Kinetic Concepts Inc., Johnson & Johnson (NYSE:JNJ), Hill-Rom Holdings Inc (NYSE:HRC), Baxter International Inc. (NYSE:BAX), Yum! Brands, Inc. (NYSE:YUM), Pepsico, Inc. (NASDAQ:PEP), Novartis AG (NYSE:NVS), McDonald's Corporation (NYSE:MCD), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Caterpillar, Inc. (NYSE:CAT), Verizon Communications Inc. (NYSE:VZ), Vulcan Materials Company (NYSE:VMC), Statoil ASA (NYSE:STO), Royal Gold, Inc. (NASDAQ:RGLD), Petrobras Argentina S.A. (NYSE:PZE), Northgate Minerals Corp., Newmont Corporation (NYSE:NEM), Martin Marietta Materials, Inc. (NYSE:MLM), Minefinders Corp. Ltd., Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), BP p.l.c. (NYSE:BP), Yamana Gold Inc. (NYSE:AUY), Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), lululemon athletica inc. (NASDAQ:LULU), Hawk Corp., Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG)
