Topics covered: Natural Resources, Investing in Emerging Markets, Investing in China, Emerging Middle Class
Companies covered: Walmart Inc. (NYSE:WMT), YPF Sociedad Anonima (NYSE:YPF), PulteGroup, Inc. (NYSE:PHM), Lennar Corporation (NYSE:LEN), Home Depot, Inc. (The) (NYSE:HD), Apple Inc. (NASDAQ:AAPL), Coca-Cola Company (The) (NYSE:KO), Companhia Brasileira de Distribuicao (NYSE:CBD)