LKFLF - Luk Fook Holdings: Why This Small-Cap Is My Top Inflation Pick

• While inflation is too broad a factor to be fully captured by any one stock, my current top pick for an "inflation stock" is Chinese jeweller Luk Fook.
• Three factors I believe are likely to drive Luk Fook's outperformance in an inflationary environment are its balance sheet, luxury premium, and currently cheap valuation.
• Although this may be a more difficult name for some US-based investors to access, I believe that obscurity leaves it as an even better opportunity for those who do.

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