Market will shift focus to earnings and fundamentals.
Avoid materials, energy and telecom in Q4.
Real risks in investing in emerging markets.
Why China is not as bad as you think.
Why it is too early to buy industrials, commodities and energy.
Underweight these names in your portfolio.
Historically, Q4 will be better for investors.
Riding out market risks with technology and consumer discretionary names.
Underweight these sectors in a volatile market.
Time to check out high-quality, defensive stocks in this environment.