China Strategy Archive

One of my favorite China Strategy companies just reported its second-quarter earnings, and boy were they impressive! The results blew analysts' expectations out of the water and helped boost the stock. But this isn't the first time this company has reported quarterly growth in the double digits -- it has shown consistent, impressive growth for the past few quarters. I look for more profits to come, so read on to learn more.

I recently arrived back in the U.S. after an amazing trip to China. While meeting with financial experts to trade ideas is always a great experience, the highlight of my trip was attending the 2008 Beijing Summer Olympic Games. I am so proud that the Games were held in my ancestral country, and that China got to show the world what it's made of. It was a great experience, and I want to tell you all about it, as well as what's in store for China's future.

According to recently released economic data, inflation in the U.S. is on the rise, and the economic growth is slowing by the day. This is creating a toxic combination for the U.S. called stagflation. It's plaguing our economy, and worrying many investors. So I want to talk about the effects of stagflation, my outlook on the situation, and how you can still make profits even in this environment.

The Olympic Games are in full swing, and they are more exciting than ever. And it's not just the altheltic competitions -- China finally has its chance to show the world that it is ready to join the ranks of other economic superpowers. I expect great prosperity for China in the coming weeks, months and years, and this ETF is a great way to share in the profits.

The Olympics are now well under way, and this is an exciting time for both sports lovers and investors. That's because many investors are getting a good look at the world for global investment opportunites. And at the top of their list is India --many have seen the wealth that some Indian investors have accumulated and want to get in on the profits, too. But is the time right to invest in this emerging country? I recently traveled to India to answer this question, so read on for my analysis.

The Beijing Olympic Games are finally here! I am very excited about the Games, not only because I will get to watch them in person, but also because this is China's chance to showcase its economic strength to the world. Many investors have asked me what I expect from China's economy and market after the Games. This is an important question that will determine many of our investments going forward, so read on for my answer!

With the Beijing Olympic Games only days away, all eyes are on the city of Beijing. But while the city has made some nice changes to prepare for the Games, I think that the progression of Hong Kong is equally as impressive. I just made a trip to Hong Kong, and I have some interesting things to report. So read on for my firsthand account of what Hong Kong is like now, and how we can make money from the city's prosperity.

On July 24, China announced second quarter GDP growth rate. Due the country's monetary tightening policy because of record-high inflation, we saw a slight drop in China's GDP during the second quarter and the first half of the year. But it's important to note that this rate is still much higher than most countries around the globe and it's still above the country's annual average of the past two decades.

Back in February, I recommended a Chinese coal miner as a way to profit from China's booming demand for the hard substance. But now, with record-high inflation, the Chinese government is taking strong moves to curb inflation. This is ultimately hurting coal miners and related China stocks, and there's one you should sell today.

The domestic and foreign markets have had a rough couple of months. The Dow just experienced its worst June since the Great Depression, and the Asian markets are still down about 45% since their all-time high. While it's enough to make any investor want to run for the hills, I think that there are better times to come. Read on for my market outlook, as well as how we can profit now.

Talk about volatility! The past couple of weeks in the market have been rough ones for investors, as many of the major indexes are down so far this year. With so much doom and gloom in the markets, I think it is important to talk about what's contributing to the current global sell-off. Read on for the three main causes of the global market woes, and what I expect to happen in the months to come.

While fuel prices have been going up, up, up here in the U.S., not every country in the world has been feeling our pain. In fact, Chinese consumers have been paying only $2.80 a gallon. But that has all changed, as the Chinese government recently increased the fixed-price for gasoline. Read on to learn more about this situation, what it means for China's growth, and how we can profit.

Oil prices are on the rise, and demand for the resource is higher than ever. Major oil reserves are being maxed out, and to replace them, companies are frantically looking all over the earth for new sources of oil. Well, one company has found oil in Canadian oil sands, and I am recommending that you get in on this energy play before everyone else does, too.

This first half of 2008 has been an eventful one in the Chinese economy. Its economic growth has been affected by fluctuating imports and exports, as well as rising inflation and appreciation of its currency. Read on to learn about these trends and their impact on China's economy. I also discuss my expectations of China's economy going forward.

Recently, the Chinese government announced its plans to restructure the country's telecom industry. The goal is to try and increase competition in the wireless space that is growing by the day. To learn the details about the plan, as well as how it will affect one of the largest Chinese telecoms, read on.

There has been a huge response to the earthquake in China, and it seems like the charitable giving just keeps on going. The event has brought people together all over the world, and even strengthened the national identity and pride of ethnic Chinese abroad. Read on to learn about China's recovery, as well as its people's strengthening nationality.

In response to the devastating earthquake that rocked China recently, the country has received many donations from individuals, Chinese companies, multinational corporations, and governments. These donations have greatly helped in China's relief efforts, and as a result have contributed to improving China's social stability. Read on to learn more.

A few months ago, I recommended AEM as a way to play the popularity of gold and its rising price. We had a profitable run with this stock. But now that gold prices have pulled back, I think that it is time to take profits in AEM.

While on the Beijing subway a few weeks ago, I noticed that there was at least on TV display inside every subway train. But it wasn't just ads that were flashing – there was programming, too. I thought combining the popularity of public transportation with content and ads was a smart move, and that's why I am watching a company that is responsible for it.

The earthquake that rocked the western Sichuan Province in China was absolutely devastating. The destruction is staggering, as, along with the loss of life, homes, business, and schools have also been destroyed. It is now time for reconstruction, and countless people are working day and night to rebuild what was lost. Read on for more on China's cleanup process, as well as how you can help the people of China get back on their feet.

The magnitude-7.9 earthquake that shook western China last week was one of the most devastating disasters of our time. Thousands of lives have been claimed, and the living are working endless hours to find survivors and rebuild their own lives. But even though many are still in shock from this tragic event, the Chinese people still have perseverance and hope. Read on to learn how China will be a stronger country going forward.

Many investors are still weary of investing in China. It is unfamiliar territory to some investors who are deterred from China investing by outdated or untrue information. I am tired of investors missing out on the extraordinary investment opportunities that the country has to offer, and that's why I want to dispel a popular myth about China investing.

As demand for oil remands strong and more reserves need to be discovered, this international offshore driller will likely lead the exploration. I am keeping a watchful eye on this company, especially since it is set to profit from its offshore drilling projects and worldwide oil demand.

Chuppies -- the young, affluent professionals of China -- are helping to move the country's economic growth forward. Chuppies are the first generation in years to have disposable income, and with that money, they are driving much of the 10% growth in China's consumer spending. Read on to learn why I think Chuppies will continue to lead China's consumer strength for the next decade.

Since October, the Mainland Chinese stock market has experienced a 50% correction. To help support the market, the Chinese government has lowered the trading tax, also known as the stamp tax, to 0.1%. Read on to learn about what this means for out investments, as well as my outlook on Chinese stocks that are trading in Hong Kong and New York.

The major riots in Tibet that took place in mid-March and Beijing's response to the riots attracted a lot of media attention. Many people even threatened to boycott the Beijing Olympics and protested the Olympic torch relay. These were critical events, so to help you understand what is happening, I would like to share with you my views on the riots.

China has become one of the top investment opportunities of our time partly because the Chinese government has focused on economic growth rather than the redistribution of wealth. But many investors do not understand that this has been Beijing's top priority, and are instead relying on outdated assumptions about its economic policies. Read on to learn about China's economic growth, and how to profit from the changes in China.

China is pushing the current commodities boom with its growth and incredible demand for natural resources. You see, as China builds out its cities, it has needed an astounding amount of nickel and ore; as more Chinese trade in their bikes for cars, more oil is needed; and as the Chinese eat more and better food, the demand for fertilizer to keep up production is skyrocketing -- creating an excellent investment opportunity for us.

While I've traveled to China five times in the past 18 months, I've actually purposely avoided China's capital city . Beijing isn't at the top of my list of China cities to visit, mostly because of its air pollution, dirty streets and overcrowded airport. But now Beijing has made some drastic improvements partly in preperation for the Summer Olympics, and boy, have things changed since my last visit!

In recent decades, Asia has become a hotspot for tourists. Asian cities offer an incredible experience for visitors, as they are often able to see first-hand the preservation of Eastern culture and the impressive modernization of the cities. Here are the top Asian cities to visit, and the attractions that you cannot miss:

Several years ago, China's three largest banks were de-facto lending arms of the government. Basically, these banks existed only to provide government workers with jobs and finance bloated state-owned enterprises. But it's not this way anymore -- learn how this situation has changed.

I'm proud to report that 2007 turned out to be another terrific year for us here at China Strategy. I would like to take this opportunity to take a look at some of the major trends that we profited from this year. I also want to discuss which ones I expect to continue to drive our investments to profits in 2008.

It was hot and humid outside of the Shangri La Hotel in Shenzhen last night. The smog-choked air made every breath difficult. Crowds of migrant workers filled the sidewalks while cars zipped up and down the streets urgently. Find out more about this incredible city and the growth happening there now.

The market has spoken. The verdict is in. Bernanke's drastic rate cuts have failed. So how do we still make profits in the market environment? By loading up on gold and silver -- both of which are free of government meddling. Read on to learn how.

Here in the U.S., the major indexes remain volatile. But there's good news on the horizon for China Strategy investors. Recent developments in the U.S. and Hong Kong suggest that Chinese stocks will break out in the coming months. I want to take a look at these positive developments and how they're good for our portfolio.

In case you're not familiar with the term, stagflation is the painful combination of price inflation and a slowing economy that puts a real pinch on consumers. Today I want to discuss with you how what China is doing now affects the rise of stagflation around the globe.

As I've been telling you recently in our weekly Dispatches, the valuation of Chinese stocks is coming down to more reasonable levels. With high-quality China stocks now selling at lower P/E ratios, I believe it's time to add a new company to our portfolio. Many of you are probably already familiar with this fast-growing company.

Although China's tremendous growth is almost unparalleled, we must not overlook or downplay the growth being experienced by other emerging market economies, like those of Brazil, Russia, and India, to name a few. Those of you who've been with me for a long time now will know that I've recommended stocks from each of the aforementioned countries. Find out which one I have my eye on next.

As the Brazilian economy grows, so do the opportunities there for investors. This emerging country offers some excellent ways to diversify your portfolio. So I'd like to take a brief look at some of the Brazilian companies that other investors are recommending as good buys – these are the kinds of stocks that the buzz is all about.

Sovereign wealth funds (which I'll call SWFs for short) are state-owned funds that contain financial assets like stocks, bonds, property and other financial instruments. SWFs are designed to allow countries to make large-scale investments around the world.

The grid has failed in China and many are wondering about the future of energy in this massive country. Get my thoughts on what you should be buying now to take advantage of the huge need for power in China today.

On August 8, 2008, the world will witness the start of the most widely anticipated international sporting event of all time: the opening ceremonies of the 2008 Beijing Summer Olympic Games. An estimated 3 billion viewers and 30,000 journalists from around the world will tune in to what is expected to be a spectacular show...

Since we'll be hearing a lot about Beijing in the coming months as the Summer Games approach, I want to take an in-depth look at the city. Beijing is an interesting place full of history and culture.

It's been heavily publicized that Beijing has spent an incredible amount over the past seven years -- more than $33 billion -- on Olympics-related infrastructure projects. I'll tell you what to expect from China's big spending spree and which effects will spillover to after the Games.

As oil prices climb higher, cheap alternative energy has become a big topic of interest for investors. We've been able to make money with one solar play but when it comes down to it, good old-fashioned coal remains one of the cheapest and most efficient ways to produce energy. Today, I have a new buy from which to profit from -- a major Chinese coal producer.

I first recommended China Petroleum and Chemicals -- commonly known as Sinopec -- back in May 2006 as a play on higher oil prices and decreasing regulation in China's gasoline market. But recently news has come out that suggests the Chinese government will no longer ease price controls. Read further to find out what I'm recommending that you do.

I want to talk about the dominant themes that drove our stocks higher in 2007 that will continue to pick up momentum in 2008. I also have six major predictions for the coming year that I'd like to share with you. I expect all of these trends and predictions to be beneficial for our China Strategy portfolio.

I'm facinated by the growth happening in Brazil right now and have meen looking to find more ways to profit from this growth. My good friend and fellow newsletter writer Louis Navellier wrote an update in his blog recently about a stock that I've had my eye on for a while.

It's still early in 2008 and I don't think how this year will play out has been decided. This is why I've come up with six major predictions for 2008. Let's talk about each and how they will benefit investors in the China Miracle.

I'm bullish on China's domestic consumer spending. Overall, Chinese households spend heavily on three things in particular: education, healthcare and housing. To take advantage of these spending trends, I want to talk about the third sector: housing.

In November, the U.S. stock market sold off about 6%, and Chinese stocks traded outside of Mainland China fell approximately 15%. After the sell-off, many asked me why I didn't recommend selling more of our stocks. It's because here at China Strategy, we take a longer-term perspective with investing that's measured in quarters and years, not weeks and months.

As you may remember, QDII stands for Qualified Domestic Institutional Investors. The QDII program was started by China's government earlier this year. It allows brokerage houses like China Merchant Securities to create mutual funds that invest in foreign stocks. Find out how QDII's are fulfilling investor demand in China...

Even though we're investors in China and the amazing growth happening there now, we also need to be alert to current global influences and past history lessons that could inform our investment strategy. Here's an example of what I mean:

The most common question I received from members of our Investment Tour this time around on my recent trip to China was about the high P/E ratio of some of our stocks. Just because a stock has a high P/E ratio doesn't mean it's overvalued, and conversely, stocks with low P/Es are not necessarily undervalued. Let me explain...

Along with China's higher standard of living has come a problem that we're very familiar with here in the United States: inflation. This month we'll take an in-depth look at the inflation situation in China as well as the country's impact on global inflation and deflation.

I'm wrapping up this month's letter in Greece. I arrived here recently with my wife and kids for the Phillips InvestorPlace Cruise to Health & Wealth. I've been enjoying my time here, and I've been learning a lot -- not just about ancient history, but about financial matters as well.

The 2004 Olympics reminded the rest of the world that Greece is thriving in the increasingly global economy of the 21st century. The billions of dollars in free publicity more than made up for what Greece lost from poor ticket sales and empty hotel rooms. I expect a similar result from next year's Beijing Olympics.

I have spoken at investment conferences all over the world, and it still surprises me when I hear the pitches of many financial service salespeople who are marketing their retirement planning services. Most of these services are based on two dangerous assumptions: 1) The U.S. stock market always goes up over time, and 2) investment gains in U.S. stocks are stable over time.

This month I want to add to our impressive gains with a new buy in a hot sector -- real estate. China's property market is rushing to keep up with the country's explosive economic growth. Until recently, there were very few ways we could invest in China's booming real estate sector. But now there's a new IPO on the scene that will help us take advantage of this opportunity.

The Chinese stock and real estate markets have been red-hot, but there are also other investment areas that are gaining strength in China, thanks in large part to a group of tech-savvy consumers that I like to call "Homebodies."