2 leading Analysts; 6 Money Managers; and top management from 12 Sector Firms
examine this vital industry in this 79 page report from The Wall Street Transcript.
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China's Changing Telecom Landscape Cynthia Meng - Bank of America Merrill Lynch (Asia Pacific) Ltd.
Addressing China Telecom Cap Ex Concerns Kun Tao - ROTH Capital Partners, LLC
Investing in Small & Mid-Cap Asian Companies John Wong - Oberweis Asset Management
Investing in Asian Mid-Cap Growth Companies Taizo Ishida - Matthews International Capital Management
Managing Global Equities Lambros Piscopos - Natcan Investment Management. Inc., Markus Kobler - Natcan Investment Management. Inc., Justin Nightingale - Natcan Investment Management. Inc.
Value Investing with a Global Macro Outlook Philip Byrne - GeoVest Advisors, Inc.
Investing in Asian Fixed Income Markets Donald Amstad - Aberdeen Asset Management, Inc., Adam McCabe - Aberdeen Asset Management, Inc.
Investing in Large Cap Growth & Resource-Oriented Stocks Stephen Leeb - Leeb Capital Management, Inc.
CEO Interviews (average 2,500 words): top management from 12 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Asia Pacific Wire & Cable Corporation Ltd., China Advanced Construction Materials Group, Inc., China Clean Energy, Inc., China Green Agriculture, Inc., China Industrial Waste Management, Inc., China TransInfo Technology Corp., China Wind Systems, Inc., Gulf Resources, Inc., Hong Kong Highpower Technology, Inc., SORL Auto Parts, Inc., Wonder Auto Technology, Inc., and Yongye International, Inc.
Topics covered: Urbanization and Growing Middle Class Macro Themes - Focus On Domestic Consumption - Mid-Cap Growth Companies - Consumer Growth-Oriented Strategies - Post 2008 China Telecom Restructuring - China's Effect On Pacific-Asia Countries - Agriculture and Other Chinese Stimulus Plays
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Companies covered: AsiaInfo (ASIA); BHP Billiton (BHP); Bank of Korea (024110); Allergan (AGN); Apple (AAPL); Asia Pacific Wire & Cable Corporation Ltd. (AWRCF); Baidu (BIDU); Banco Santander Brazil (STD); Barrick Gold (ABX); CN Railway (CNI); Chevron (CHV); China ACM (CADC); China Clean Energy (CCGY); China Green Agriculture, Inc. (CGA); China Industrial Waste Management (CIWT); China Information Technology (CPBY); China Lilang (1234); China Mobile (CHL); China Telecom (CHA); China TransInfo (CTFO); China Unicom (CHU); China Wind Systems (CWS); Coca Cola (KO); Ctrip (CTRP); DuPont (DD); Duke Energy (DUK); Eli Lilly (LLY); Exxon Mobil (XOM); FPL Group (FPL); Fortis Healthcare (532843); General Mills (GIS); Genuine Parts (GPC); Google (GOOG); Gulf Resources (GFRE); Hengan (1044); Hong Kong Highpower Technology (HPJ); Hormel (HRL); Hutchison Whampoa (HUWHF); Hyundai Motor Corp (HYMLF); Intel (INTC); Itron (ITRI); Jain Irrigation (500219); Johnson & Johnson (JNJ); National Bank of Canada (NA-M); Novo Nordisk (NVO); Parkway Holdings (P27); Petrobras (PZE); Petrofac (PFC); Petronas (PETGAS); Procter & Gamble (PG); Qualcomm (QCOM); Ruby Tuesday (RT); SORL Auto Parts, Inc., (SORL); Sanofi (SNY); Schlumberger (SLB); Tabungan Negara (BBTN); Telestone (TSTC); Universal Corporation (UVV); Visa (V); Wal-Mart (WMT); Wonder Auto (WATG); Yongye (YONG).
