All Roads Lead to China: Kiplinger report
As usual, ARLTC beat me to it, but Kiplinger has a nice article on “The Top 10 Things Every Investor Should Know About U.S.-China Relations“. Head on over to ARLTC for his comments on the article, where he breaks it down, point-by-point. Having just returned recently from China, point 10 resonated particularly well with me:
10. Best Investment Opportunity — Think Pollution
One of the best plays on China lies with gaining exposure to large cap U.S./European and Japanese stocks that have the capabilities and core competencies that will assist China in cleaning its environment. China, literally and figuratively, is choking on its own success, and confronts one of the most daunting environmental challenges the world has ever known.
I agree, but more than that, I believe that Chinese firms will show themselves as being leaders in many areas of sustainable development. Solar, electronic bikes, waste management, and electronic cars being two of them
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