For all its spectacular growth in the last decade, China has an economy in rapid transition from an export-driven economy to one driven by internal needs and demand. Investors who can recognize the change and act on it now may benefit even more than China investors in 2009, when the countrys economy grew by 8.7 percent and its gross domestic product total was $4.9 trillion.
Our analysis suggests that Chinas outperformance is poised to continue and we remain overweight China, says Richard Ross, global technical strategist with Auerbach & Grayson, a New York brokerage firm that specializes in global stocks.
[Click here to access the complete rankings of the 2011 All-China Research Team and read the profiles of the region's Top Analysts].
China is the worlds most populous nation and the largest player in the BRIC (Brazil, Russia, India and China) universe. Its GDP growth is among the fastest of the worlds major economies. Its a nation that has built its growth without the kinds of leverage that has been so characteristic of growth of western economies. And its trade surplus of $3 trillion is causing many to see it as the next global superpower, eclipsing even the US. ....