Top Emerging Markets - China

From 2000 through 2009, China's year-over-year real GDP growth rate clocked in at a whopping 9.5% -- more than four times the growth rate of the U.S. The country's national income has also improved, more than doubling over the past 10 years. And the country is now the third-largest economy in the world. But despite the rapid economic growth that's already taken place in China and throughout Asia in the past decade, I think we're likely to see even more rapid growth from the region going forward.

China's economic emergence -- the greatest economic boom in the history of the world -- is filled with enormous opportunities. And as this once-great land modernizes and shifts to a market-driven economy, its economic growth will continue for the foreseeable future.

Chinese Consumer Confidence Hits Record High

Robert Hsu, February 2, 2010

China's consumer confidence index reached a record high over the past 30 months at the beginning of 2010 -- and is on a sustained trend upwards. In addition, there was a clear rise in consumption intention -- a sign of economic recovery and stability in a country. Now, this is great news for the Chinese economy as a whole, especially when you consider that the Chinese government's top priority is on economic growth driven by domestic consumption -- while reducing its reliance on exports and investment. more...

China's Luxury Consumption is Up, Up, UP!

Robert Hsu

China has risen to become the world's second-largest consumer of luxury goods -- and you better believe that international luxury companies are sitting up and taking notice.

In fact, Chinese consumers are learning how to spend money -- and now that they've had a taste of the good life, there's no turning back. So our portfolio continues to focus on the rise in consumer spending in China -- not just by the ultra-wealthy, but also by the increasingly well-off Chinese middle class. more...

Emerging Markets Surpass U.S. in Consumer Spending

Robert Hsu

Emerging markets have led the world out of the global recession -- and Asian economies that are more closely linked to China, such as Taiwan, Malaysia and Singapore, have been growing the fastest.

In fact, during the recession -- and for the first time in modern history -- consumers in emerging market economies outspent consumers in the U.S. So clearly, the Chinese have the ability to spend -- benefiting our plays on Chinese domestic consumption. more...

Revisiting Rare Earth Metals in China

Robert Hsu

There is vast opportunity in rare earth metals in China. In fact, rare earths are key components of many of today's most popular gadgets -- from iPhones to hybrid cars.

But you won't find rare earth metals just anywhere. China accounts for about 93% of global rare earth production -- and the country warned last year that its own rising demand may force it to stop exporting the irreplaceable elements. This would likely send prices skyrocketing -- presenting us with an extraordinary opportunity! more...

Asian Nations Continue to Lead Global Recovery

Robert Hsu

Asian economies, led by China, are posting strong economic numbers and continue to pave the way forward for the global recovery. In fact, policy makers in China, India and Vietnam are slightly tightening monetary policy amid signs of accelerating growth.

But overall, I think that as long as the Chinese government continues to adjust its monetary policies in a steady and gradual manner, China's strong economic growth will continue -- handing nice gains to China investors. more...

Top Emerging Markets - China

Chinese Consumer Confidence Hits Record High

China's Luxury Consumption is Up, Up, UP!

Emerging Markets Surpass U.S. in Consumer Spending

Revisiting Rare Earth Metals in China

Asian Nations Continue to Lead Global Recovery

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