The Global Economy and the Paul Bure Meeting

China is struggling with debt and real estate. They're just having trouble converting their economy away from just relying on exports and infrastructure spending to more domestic consumption based growth. I think that's going to be an ongoing thing in China for quite some time, which is going to kind of hinder their ability to really stimulate aggressively. If you're allocating versus the MSCI, AWCI, what are your favorite areas or sectors? industrials, technology, and consumer discretionary right now.