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2009-12-07: China & Japan Report

3 leading Analysts; 10 Money Managers; and top management from 14 Sector Firms examine this vital industry in this 132 page report from The Wall Street Transcript. Order this Report

  1. LCDs and More in the Chinese Market Bryan J. White - Ticonderoga Securities

  2. China's Export and Domestic Markets John Ma - Roth Capital Partners, LLC

  3. Growth Opportunities in Small-Cap Chinese Companies Ping Luo - Global Hunter Securities, LLC

  4. International Value Investing in China & Japan Lei Wang - Thornburg Investment Management

  5. Investing in China & the Asia Pacific Region Henry Chan - Baring Asset Management

  6. Investing in China & the Asia Pacific Region Paul Sutherland - Financial & Investment Management Group, Ltd.

  7. Investing in China-U.S. Growth Stocks Daniel Chung - Fred Alger Management

  8. Investing in GARP International Equities Martin Steinik - Brown Capital Management, Maurice Haywood - Brown Capital Management, Stewart Groenek - Brown Capital Management

  9. Investing in Japan and the Far-East Matthew McLennan - First Eagle Funds

  10. The Asia Pacific Fund: An Overview Khiem Do - Baring Asset Management

  11. The Japan Equity Fund: An Overview Michael Small - Daiwa SB Investment (USA) Ltd.

  12. The Singapore Fund: An Overview Yoke Meng Kam - DBS Asset Management Ltd.

  13. The Thai Capital Fund: An Overview Vijchu Chantatab - SCB Asset Management Co., Ltd.

  14. CEO Interviews (average 2,500 words): top management from 14 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Acorn International, Inc., AMDL, Inc., BioPharm Asia, Inc., China Digital TV Holding Co., China Nutrifruit Group Limited, China XD Plastics Company Limited, China Sky One Medical, Inc, ChinaCast Education Corp., Far East Energy Corporation, Pacific Asia Petroleum, Inc., Pansoft Corporation, Puda Coal, Inc., Silver Dragon Resources Inc., and SinoHub, Inc.

    Topics covered: Chinese ADRs - Asia Pacific Fund - Greater China Fund - Non-Mainstream Names - China and the US, The Most Vibrant Growing Global Economies - Japan Equity Fund - Expectation of Strong Earnings in Singapore Companies - Thai Government Key Driver for Economic Recovery in 2010

    Companies covered: Deer Consumer Products (DEER); Lonrho Africa (LNAFF.PK); Nintendo (7974_JP); Puda Coal (PUDA); AU Optronics (AUO); Acorn (ATV); Alcon (ACL); Amphenol (APH); Apple (AAPL); Baidu (BIDU); BioPharm Asia (BFAR.OB); British Petroleum (BP); CNOOC (883_HK); Canadian Natural Resources (CNQ); Chaoda Modern Agriculture (0682.HKG); Cheung Kong Holdings (CHE.SG); China Automotive Systems (CAAS); China Housing & Land (CHLN); China Merchants Bank (3968_HK); China Mobile (CHL); China Ritar Power (CRTP); China Sky One Medical, Inc. (CSKI); China Unicom (CHU); China Valve Technology (CVVT); Chunghwa Telecom (CHT); Cisco (CSCO); Cogo (COGO); Disney (DIS); DuPont (DFT); Ezra Holdings (5DN.SIN); F5 (FFIV); FEMSA (FMX); Fanuc (6954_JP); Flextronics (FLEX); Global Sources (GSOL); HK Exchange (388_HK); Hewlett-Packard (HPQ); Honda (HMC); ICBC (1398_HK); ICON (ICLR); Juniper (JNPR); KONE (KNEBV.HEL); Komatsu (6301_JP); L'OrŽal (LOR.BE); LG Display (LPL); LIC Housing Finance (LICHF.IN); MUFG (MUFG); McDonald's (MCD); Mitsubishi UFJ (MTU); Molex (MOLX); Nabors (NBR); NestlŽ (NESR.F); Nobel Biocare (NOBN.VX); Orascom Telecom (OTLD_LI); Pargesa Holdings (PARG.SWF); Roche (RO.SW); SK Telecom (SKM); Sanofi-Aventis (SNY); Sasol (SSL); Singapore Telecom (SGAPY.PINK); SinoHub (SIHI); Sinopharm (1099_HK); Sony (SNE); Swiss Water Decaf (SWS-UN.TO); Terna (TRN.BIT); Total (TOT); Total Produce (T70.BE); Toyota (TM); Toyota (7203_JP); Venture Corporation (V03.SIN); WSP Holdings (WH); Wal-mart de MŽxico (WMMVF.PK); Winner Medical (WWIN); Wonder Auto Technology (WATG); Xcel Energy (XEL); Yamaha Motor (7272.JP); Yongye International (YONG); Yum! Brands (YUM).
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