"Which stocks and which sectors are relatively inflation-proof while offering exposure to emerging market growth, particularly in China?" asks Glenn Rogers.

The contributing editor to Internet Wealth Builder explains, "I kept coming back to a basket of Chinese Internet stocks which, with a few exceptions, have not significantly pulled back with the rest of the Chinese market.

"There are a lot of things to like about the Internet in China where they had a total of 384 million web surfers at the end of 2009. That is greater than the entire population of the United States and that's with a penetration of only 23% so there is lots of room to grow.

Continue reading Online in China: Baidu (BIDU) and Youku.com (YOKU)

Online in China: Baidu (BIDU) and Youku.com (YOKU) originally appeared on BloggingStocks on Fri, 25 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

"Taiwan's economy and its stock market should post solid growth in 2011; we also see warming relations between the island of Taiwan and mainland China," suggests global specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "Technology should be a major beneficiary of these near-term themes and Taiwan Semiconductor Manufacturing (TSM) is our favorite stock for exposure to the technology turnaround.

"Demand for notebook computers remains solid and mobile phones are expected to sell strongly during the Chinese New Year holiday this week, which will lead to inventory restocking.

Continue reading Taiwan Semiconductor (TSM): Tech Turnaround

Taiwan Semiconductor (TSM): Tech Turnaround originally appeared on BloggingStocks on Fri, 18 Feb 2011 13:00:00 EST. Please see our terms for use of feeds.

"NetEase (NTES) fits right into the theme of rapidly expanding Internet revenues and profits in China," says Jim Trippon.

The editor of the China Stock Digest explains, "At least 450 million Chinese are now online. Online gaming has 265 million users and is expected to gross over $4 billion over the past year.

"This company has a wide offering of products, even though it is mostly known to western investors as a gaming platform. In fact, NetEase falls into all of the major categories of web revenue generation with significant ad sales, a home page service similar to Yahoo, email, search and a new online B2C (business to consumer) shopping presence.

Continue reading NetEase (NTES): China's Expanding Internet

NetEase (NTES): China's Expanding Internet originally appeared on BloggingStocks on Tue, 08 Feb 2011 13:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Longwei Petroleum Investment Holdings Ltd. (LPH) is one of the leading diesel, gasoline, fuel oil and solvent oil distributors and wholesalers in Shanxi Province, China (near Beijing)," says Jim Trippon.

The editor of the China Stock Digest explains, ""The company sells its products mainly to large-scale gas stations, coal plants and power supply companies, and on a smaller scale to small, independent gas stations.

Continue reading Top Picks 2011: Longwei Petroleum (LPH)

Top Picks 2011: Longwei Petroleum (LPH) originally appeared on BloggingStocks on Thu, 06 Jan 2011 13:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"China Media Express (CCME) is a bet on what might be the most profitable company in the in the world's fastest-growing media market," says Nicholas Vardy.

The editor of Global Bull Market Alert explains, "CCME operates a TV advertising network on inter-city passenger buses in China. The company has no significant competition in this space in China.

Continue reading Top Picks 2011: China Media Express (CCME)

Top Picks 2011: China Media Express (CCME) originally appeared on BloggingStocks on Mon, 03 Jan 2011 10:40:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Yongye International (YONG) is a leading developer, manufacturer, and distributor of plant and animal nutrient products in the People's Republic of China," notes Jim Trippon.

The editor of the Global Profits Alert explains, "Its plant nutrient product can significantly increase the plant's output and nutritional value and improve its taste.

Continue reading Top Picks 2011: Yongye International (YONG)

Top Picks 2011: Yongye International (YONG) originally appeared on BloggingStocks on Tue, 28 Dec 2010 17:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"I don't have much confidence in any kind of predictions about what might happen in 2011, but I think it's a good bet that top-stock honors will go to a fresh face rather than a familiar one," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "E-Commerce China Dangdang (DANG) is an online bookseller that's been following in Amazon.com's footsteps.

Continue reading Top Picks 2011: E-commerce China Dangdang (DANG)

Top Picks 2011: E-commerce China Dangdang (DANG) originally appeared on BloggingStocks on Mon, 27 Dec 2010 17:00:00 EST. Please see our terms for use of feeds.

"In any industrialized nation, it's important for people to have post-secondary education in order to be attractive in an increasingly competitive workplace," says China stock specialist Keith Fitz-Gerald.

The editor of The New China Trader explains, "And that is just as true in China as anywhere else in the world. That's why I returned to an old favorite, ChinaCast Education Corp. (CAST), on my recent trip to Beijing.

"The firm offers accredited degree programs to approximately 32,700 traditional university students and 143,000 E-learning students throughout China.

Continue reading ChinaCast Education (CAST): Learning to Profit

ChinaCast Education (CAST): Learning to Profit originally appeared on BloggingStocks on Mon, 06 Dec 2010 13:00:00 EST. Please see our terms for use of feeds.

"Food prices in China have again rising sharply; the average price of 18 staple vegetables rose 62.4% year over year according to the Ministry of Commerce," says global stock specialist Vivian Lewis.

The editor of Global Investing explains, "One way to gain from rising Chinese vegetable prices is Le Gaga Holdings (GAGA). The small cap Chinese veggie producer is a recent IPO.

"Fed by the Kimche crisis in Korea, Chinese shoppers are now paying 10x as much for a head of cabbage (bok choi) as a year ago. Other pricey foods are garlic and ginger, both near double year-ago levels.

Continue reading Le Gaga (GAGA): Growth from Rising China Food Prices

Le Gaga (GAGA): Growth from Rising China Food Prices originally appeared on BloggingStocks on Fri, 03 Dec 2010 13:00:00 EST. Please see our terms for use of feeds.

"China MediaExpress Holdings (CCME) is a bet on what might be the most profitable company in the in the world's fastest-growing media market," says international investing expert Nicholas Vardy.

The editor of Global Bull Market Alert explains, "CCME operates a television advertising network on inter-city passenger buses in China. The company has no significant competition in this space in China.

"Its network consists of digital televisions that show ads on more than 21,000 buses, many of which travel through some of China's most populous regions.

Continue reading China MediaExpress (CCME): The Real Thing in the Ad Market?

China MediaExpress (CCME): The Real Thing in the Ad Market? originally appeared on BloggingStocks on Wed, 24 Nov 2010 10:15:00 EST. Please see our terms for use of feeds.

"Five years ago, we presented a strong case for investing in China; we felt so compelled by the opportunity that we expanded our research team and opened a regional research office in Hong Kong," says Jim Oberweis, Jr.

The money manager and editor of The Oberweis Report reviews his current outlook on China, as well as some of his favorite U.S.-listed small cap Chinese companies that are currently in our portfolio.

The advisor explains, "We just recently celebrated the five-year anniversary of our Oberweis China Opportunities Fund; since its inception, the fund returned an average annualized gain of 22.94%.

Continue reading Favorite Small Caps from China Opportunities Fund

Favorite Small Caps from China Opportunities Fund originally appeared on BloggingStocks on Tue, 16 Nov 2010 13:30:00 EST. Please see our terms for use of feeds.

Continue reading Matthews Asia Small Cos. (MSMLX): 'Beyond Impressive'

Matthews Asia Small Cos. (MSMLX): 'Beyond Impressive' originally appeared on BloggingStocks on Wed, 10 Nov 2010 16:40:00 EST. Please see our terms for use of feeds.

"China is quickly becoming the global leader in the development and production of alternative energy technologies," says Keith Fitz-Gerald.

The editor of The New China Trader suggests, "One way to play the trend is with Advanced Battery Technologies (ABAT), which engages in the design, manufacture, and marketing of rechargeable polymer lithium-ion (PLI) batteries.

"Founded in September, 2002, Advanced Battery Technologies is officially based in New York. However, it also keeps executive offices in Beijing and Hong Kong, while its manufacturing facilities are in China -- so for all intents and purposes this is a Chinese company.

Continue reading China Expert Charges Up Advanced Battery (ABAT)

China Expert Charges Up Advanced Battery (ABAT) originally appeared on BloggingStocks on Wed, 10 Nov 2010 10:40:00 EST. Please see our terms for use of feeds.

"Our latest recommendation is a bet on China through SINA Corp. (SINA), a leading Chinese online media services provider," says international investing specialist Nicholas Vardy.

The editor of The Global Bull Market Alert explains, "Up until relatively recently, Sina's services were similar to other portals in China. But its Sina Weibo, a new twitter-like micro-blogging service, has caught users' (and investors') attention.

"First, unlike Twitter, Sina Weibo is in Chinese, giving it a big edge with local users. It also allows users to attach pictures, video and audio to their postings -- something you can't do easily with Twitter.

Continue reading SINA (SINA): Micro-Blogging in China

SINA (SINA): Micro-Blogging in China originally appeared on BloggingStocks on Wed, 20 Oct 2010 12:30:00 EST. Please see our terms for use of feeds.

"You've undoubtedly noticed gold's run up; but you may have missed the serious gains coming from gold's underappreciated sister -- silver," suggests Keith Fitz-Gerald.

The editor of The New China Trader explains, "To play this trend, we are buying Silvercorp Metals (SVM), which engages in the acquisition, exploration, development, and operation of silver mining properties in Canada and China.

Continue reading Silvercorp Metals (SVM): From Canada to China

Silvercorp Metals (SVM): From Canada to China originally appeared on BloggingStocks on Mon, 18 Oct 2010 13:30:00 EST. Please see our terms for use of feeds.

"Focus Media Holdings (FMCN), our latest featured stock, is a leader in the advertising sector in in China; this stock is a great way to play the broad consumer market in China as that country's middle class continues to grow," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "In 2002, the company's founder, Jason Jiang, was standing in a crowd of bored office workers in Shanghai, waiting for one of the office block's infamously slow elevators to arrive.

"Then it hit him. If he could just put a little fl‚at-panel TV on the wall by the elevators, he could sell space on the screen to advertisers, translating all those increasingly affluent eyes into money.

Continue reading Focus Media (FMCN): Advertising Gains in China

Focus Media (FMCN): Advertising Gains in China originally appeared on BloggingStocks on Mon, 11 Oct 2010 13:00:00 EST. Please see our terms for use of feeds.

Continue reading Baidu (BIDU): A Breakout Buy?

Baidu (BIDU): A Breakout Buy? originally appeared on BloggingStocks on Wed, 04 Aug 2010 14:20:00 EST. Please see our terms for use of feeds.

Continue reading General Steel (GSI): Contrarian Play in China

General Steel (GSI): Contrarian Play in China originally appeared on BloggingStocks on Thu, 22 Jul 2010 13:20:00 EST. Please see our terms for use of feeds.

With widespread investor concerns over the current state of Chinese stocks, there is a lot of fear and frustration over China investments right now. The issue is that all China stocks are not the same. There are different types of China stocks listed in the U.S. -- state-owned enterprises, mid-cap blue chips and small-caps, each with specific characteristics. Overall, I still believe that we will see 40% upside in many of these stocks by year end, most of it in fourth quarter, and now is the time to position for the upcoming rally.

Continue reading Three China Stocks to Buy Now

Three China Stocks to Buy Now originally appeared on BloggingStocks on Thu, 15 Jul 2010 14:00:00 EST. Please see our terms for use of feeds.

"In our opinion, Chinese Internet search company Baidu (BIDU) remains the top growth stock in the market," says growth stock investor Mike Cintolo.

In Cabot Top Ten, a newsletter service that each week assesses the market's 10 strongest stocks based on technical performance, he explains, "The big idea with Baidu, of course, is online search in China, an industry that's probably where the U.S. market was back in the mid 2000s, before a few years of mega-growth.

Continue reading Bet on Baidu (BIDU): Online in China

Bet on Baidu (BIDU): Online in China originally appeared on BloggingStocks on Thu, 27 May 2010 15:00:00 EST. Please see our terms for use of feeds.