China's Growth

The key in China will be the rapid growth of the country’s middle class. In a recent research finding, Credit Suisse predicted that the household wealth in China will double to $35.0 trillion by around 2015 based on achieving sustainable GDP growth at or near the current growth…

It doesn’t take a rocket scientist to figure out what businesses might be doing great in China. It would be nice if there were a selection of domestic growth opportunities, but there’s no denying the economic machine that is China. In that country, the entrepreneurial drive and the…

Our Chinese stock recommendations have been rallying and continue to show some strong gains. I remain long-term bullish on China, but you should watch for the short-term volatility. On the chart, the Shanghai Composite Index (SCI) has rallied back above the key 3,000-point level — the second straight…

— "Ahead of the Street" Column, by Mitchell Clark, B.Comm. Is China really behind the high price of oil? I think it is. It isn't a political conspiracy though; rather, it's speculators bidding up the price of a barrel of oil after reading that China's economy is accelerating.…

— by Mitchell Clark, B. Comm. Sometimes a business idea just makes sense. Sometimes you come across a story that galvanizes your attention to say: I wish I was in that business! We've talked at length in this column about the opportunities being created in the world's fastest…

With such a broad-based economic boom taking place in China, there are many ways to play the dragon. The great thing about industrial revolution is that just about every industry benefits, even when technology changes. New manufacturing plants need equipment, lighting, energy, cleaning services, etc. When business is…

Are you a buyer of stocks in this market? I know I'm not. A lot of my favorite Chinese stocks have pulled back significantly, but I'm not worried. If there is any good news out there it remains China's economic growth. Last year, when the stock market dropped…

It's been a tough start to the year and I don't see how things are going to turn around anytime soon. Just like in politics, it would seem, investors are looking for a change in the fundamental landscape. It's difficult to imagine the stock market rallying with everyone…

In the last six months or so, I haven't been able to find many pure- play, domestic technology stocks that have stirred my interest. It isn't for lack of trying; it's that only most of the best speculative investment opportunities have been in Chinese stocks. One technology company…

One of my favorite companies just split its stock two-for-one. LKQ Corporation (NASDAQ/LKQX) operates in the auto parts business, which, I have to admit, is a somewhat unexciting and mature industry. It doesn't really matter in this particular case -- the stock doubled this year. Another company that…

I would say that just about everyone on Wall Street has no idea what is going to happen to the stock market over the next month or so. Normally, a lot of seasoned investment professionals have a gut feel as to the near-term direction of stock prices (barring…

For a third time this year, the Chinese Government has told Chinese banks they need to again increase their reserves, reducing the amount of money they can lend. This is another effort by China to curb its red-hot economic growth. The Chinese economy grew by close to 11%…

How smart can the Chinese get? China's economic growth has been steady at about 10% per annum over the past four years -- a growth rate other countries could only dream of. It's been called the fastest growing economy in the world. Countless articles and books have been…

News recently came out that China’s trade surplus was an astounding record-setting $13 billion in May, well above the $12 billion that pundits had been estimating. The sequential monthly growth was a strong 23.81%, as China’s export industry continues to prosper in an open market system.  It is…

China is growing exponentially. Companies from around the world are jostling to set up shop in the country where the middle class has grown to about 300 million strong. That is a lot of yuan to spend. But, while China is fertile ground for many businesses, there is…

Long-time readers know of my affinity for choosing investment themes. I've always felt that a portfolio of speculative stocks (all stocks are speculative securities) should represent a mix of investment styles. Some holdings should be growth plays, others should be value plays. You might have a few technical…

News came out earlier this week that China will report another strong year of economic growth in 2006, continuing a rising economic growth trend that saw GDP growth of 9.90% in 2005.  According to a report by Reuters, Qiu Xiaohua, deputy head of the National Bureau of Statistics…

The single most important factor that moves stock prices is investor psychology. You could be an awesome number cruncher or a rocket scientist, but, at the same time, you could be a lousy equity investor. Market psychology is the key to both short- and long-term gains when you're…

I'm not sure about you, but the high gas prices are making me think hard about driving my gas guzzling SUV! The view high up is great, but I'm constantly going to the pumps and it hurts when I fill up and shell out the cash. And if…