So, I have a stock for you, but first I want to explain what I do here at Cabot. I write the Cabot China & Emerging Markets Report. My investment universe includes every emerging market stock that trades on a U.S. exchange as an ADR (an American Depositary Receipt). Sticking to ADRs is a risk-control measure, since it guarantees that the companies whose stocks are listed have met the reporting requirements of the major U.S. exchanges, including those pesky Sarbanes-Oxley standards that U.S. companies complain about (but that give investors in foreign companies so much comfort). Cabot China &...