Topics covered: Undervalued Asian Companies, Investing in Brazil, Focusing on Real Assets, China's Domestic Markets
Companies covered: Procter & Gamble Company (The) (NYSE:PG), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), City National Corporation (NYSE:CYN), Bank Of Montreal (NYSE:BMO), Ralph Lauren Corporation (NYSE:RL)
