Page Three - Chinese Internet Stocks

This week, investor attention will be focused on earnings which ramp up in Japan and Asia. A large focus of ours is the Chinese internet space with the Global Thematic portfolio holding positions in the big three companies: Baidu, Alibaba and Tencent.

These stocks are up 62%, 97% and 82% this year, respectively, so investors want to see strong execution and positive guidance to justify current valuations and continued performance.