November 17, 2009
It's been an incredible third-quarter earnings season across the board! The majority for companies -- American and Chinese -- have reported better-than-expected results, which has helped support the markets in recent weeks. But what's even better is that Chinese stocks continue to outperform.
And I expect this trend to continue as we head into yearend. In fact, I expect Chinese shares to tack on at least another 10% to 20% upside by yearend. And that means right now is a great time to align your portfolio to take advantage of the next leg higher. So in today's Asia Insider, I tell you why I think the market's headed higher and provide you with the best ways to start profiting today. Read
Are You Ready for the Yearend Rally?Wow! It's hard to believe that our six-week series on sectors in China and all of Asia has come to an end. Over the past six weeks, we've discussed the opportunities and lack of opportunities in sectors such as automobile, tourism, education, Internet, healthcare and commodities.
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Recovery in Commodities = Profitable OpportunitiesWe're winding down our six-week discussion on the hottest sectors in Asia, so today I'll talk about an area that China has been making headlines over -- commodities. China has been snapping up natural resources around the world, and much of the country's massive stimulus package went towards infrastructure projects that boosted demand for raw materials.
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Healthcare: The Hottest Topic of 2009When talking about the hottest sectors of 2009, no discussion would be complete without healthcare. It's has probably been one of the hottest topics of 2009, given countries around the world debating healthcare reform plans.
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Rise of Netizens in AsiaContinuing our six-week discussion on industries and sectors in Asia, this week we turn to the Internet industry. This sector is undoubtedly one of the fastest growing sectors in China today. In the past 10 years, China's Internet user population has grown by more than 1,400%. And with 338 million users -- number-one in the world -- and only a 25% penetration rate, there's still incredible room for even more growth.
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