Top 5 China Companies For 2014

Profile: He is an expert on financial derivatives and risk management
Known for: His book �raders, Guns and Money�was almost prescient in the way it foresaw the troubles of corporate India with derivatives in 2007

Investors approach investment in the same way that Woody Allen approached the subject of divinity: �f only God would give me some clear sign! Like making a large deposit in my name in a Swiss bank.�For the last 20 years, despite occasional lapses, the mysterious investment gods have given clear signs of their existence �showering munificent high returns on investors.

As smart investors know, investment genius is a long position, leverage and a rising market. A rising tide, as they say, lifts all boats. But that may now be all in the past.

The global economic recovery is stalling. Major economies, such as the US, Europe and Japan remain mired in slow, low growth as they deal with legacy problems of debt, banking problems and deep-seated structural imbalances. Germany and emerging market economies, like China and India, which have contributed the bulk of global growth since 2008, are showing signs of slowing.

Top 10 Oil Companies To Invest In Right Now: CNOOC Limited(CEO)

CNOOC Limited, through its subsidiaries, engages in the exploration, development, production, and sale of crude oil, natural gas, and other petroleum products. The company?s oil and natural gas properties are located in offshore China, which include Bohai Bay, western south China Sea, eastern south China Sea, and east China Sea, as well as in Indonesia, Iraq, and other regions in Asia; and Oceania, Africa, North America, and South America. As of December 31, 2010, the company had net proved reserves of approximately 2.99 billion barrels-of-oil equivalent, including approximately 1.92 billion barrels of crude oil and 6,458.3 billion cubic feet of natural gas. It also provides bond issuance services; and has a joint venture with Bridas Energy Holdings. CNOOC Limited was founded in 1982. The company is headquartered in Central, Hong Kong, and is considered a Red Chip company due to its listing on the Hong Kong Stock Exchange. CNOOC Limited is a subsidiary of China National Of fshore Oil Corporation.

Advisors' Opinion:

• [By Stephan Dube]

  Athabasca's most notable producers:

  Suncor Energy (SU) (Part 1), see article here.Suncor Energy (Part 2), see article here.Athabasca Oil (ATHOF.PK), see article here.Canadian Natural Resources, see article here.Imperial Oil, see article here.Cenovus Energy (CVE), see article here.MEG Energy (MEGEF.PK), see article here.Devon Energy, see article here.Royal Dutch Shell, see article here.Ivanhoe Energy (IVAN), see article here.Nexen (CNOOC) (CEO), see article here.

  An analysis of the current operations of the company will be examined with the objective to provide the most complete information available to potential investors before deciding to seize the opportunity that the 54,132 square miles of the Carbonate Triangle has to offer. Let's start by introducing Athabasca, a famous and most prolific region in the Canadian oil sands as well as one of the largest reserve in the world.

• [By MONEYMORNING.COM]

  As a result, Russian stocks have generally been getting hammered. To keep the data clean and discrete, I ran the charts over the last three months. In that period, energy giants Gazprom OAO (OTC: OGZPY) and CNOOC Ltd. (ADR) (NYSE: CEO) are both off more than 18%. The steel company Mechel OAO (ADR) (NYSE: MTL) is off 24%.

• [By Holly LaFon]

  Liberty Media Corp. (0.6%; 1.2%) (LMCA)($47.18 - NASDAQ; LMCK - $46.99 - NASDAQ) is a diversified investment vehicle guided by cable television pioneer John Malone (Chairman) and former Microsoft (0.4%) CFO Greg Maffei (CEO). The company owns over half of satellite radio provider Sirius XM, 27% of cable operator Charter Communications, the Atlanta Braves baseball club, and stakes in several other public and private entities. Malone and Maffei have created significant value for shareholders over the past several years as they taxefficiently distributed, traded, or sold interests in Discovery Communications (1.2%), News Corp. (0.5%), Time Warner Inc. (1.4%), DIRECTV (2.9%), Starz and QVC among others. Liberty announced it would spin-off its cable investments, including Charter, into a new company known as Liberty Broadband late in 2015. The remaining Liberty Media could then be merged into Sirius XM, a plan proposed and abandoned early in 2014.

• [By Arjun Sreekumar]

  For instance, Chesapeake's 2010 agreement with China's largest energy company, CNOOC (NYSE: CEO  ) , allowed CNOOC to purchase one-third undivided interest in a portion of Chesapeake's Eagle Ford assets in exchange for financing 75% of Chesapeake's drilling and completion expenses.

Top 5 China Companies For 2014: AsiaInfo-Linkage Inc.(ASIA)

AsiaInfo-Linkage, Inc. provides telecommunications software solutions and information technology (IT) products and services to telecommunications carriers and other enterprises in the People?s Republic of China. The company offers business and operation support systems product suites, including OpenBilling, a billing solution for telecommunications operators; OpenCRM, a CRM solution suite for telecommunications operators; OpenBOSS, a carrier-class business operation support system solution; OpenBI, a carrier-class operating analysis and decision support system platform; OpenPRM, a system that calculates, manages, and reconciles payment for intercarrier network access. It also provides network management solutions comprising NetXpert, a data and Internet protocol network management solution; and OpenXpert, an integrated telecommunications network management system. In addition, the company offers service applications products, such as Mail Center, an online messaging softwa re; Spam Patrol software for real time anti-spam control; and Net Disk, a network hard disk product, which facilitates Internet-based file transfer, sharing, and management, as well as supports other functions, such as data processing of short message folders and synchronization of mobile devices. Its service applications products also include Internet Short Messaging Gateway, a business support platform for value-added short messaging services; and Device Management Platform that enables mobile operators to manage various mobile devices and perform remote mobile device management, such as remote diagnosis and parameter setup. In addition, it offers software enhancement and maintenance, system integration, and other value-added IT consulting and planning services. The company was formerly known as AsiaInfo Holdings, Inc. and changed its name to AsiaInfo-Linkage, Inc. in July 2010. AsiaInfo-Linkage, Inc. was founded in 1993 and is headquartered in Beijing, the People?s Republ ic of China.

Advisors' Opinion:

• [By Bloomberg News]

  ��he prospects of Chinese equities are positive for the long-term, but near-term there are some execution risks with regard to implementing reforms,��said Teresa Chow, a Hong Kong-based money manager who helps oversee about $1.5 billion at RBC Investment (Asia) Ltd. ��ainland investors seem to have more reasonable expectations.��

• [By Rajhkumar K Shaaw]

  BNP Paribas Securities (Asia) Ltd., Macquarie Capital Securities (India) Pvt. and Ambit Capital Pvt. cut their Sensex targets as the Reserve Bank of India unexpectedly increased its benchmark interest rate to stem a record decline in the rupee and curb consumer prices in the world�� second-most populous nation. Strategists reduced their average profit estimate by 4.5 percent as higher borrowing costs threaten to worsen the slowest economic expansion since 2009.

• [By Rich Duprey]

  Chinese telecom software provider AsiaInfo-Linkage (NASDAQ: ASIA  ) announced this morning that it has agreed to be acquired by�a private investor consortium led by CITIC Capital Partners for approximately $890 million.

• [By Jonathan Burgos]

  ��arkets are entering a period of uncertainty,��said Yoji Takeda, Hong Kong-based head of Asian equities at RBC Investment (Asia) Ltd., which oversees $1.5 billion. ��here�� a policy vacuum in Japan and the government isn�� going to come up with new policies until parliament resumes sessions in September. While the possible tapering of U.S. stimulus has been more or less priced in, people tend to be a little bit cautious until it happens.��

Top 5 China Companies For 2014: Trina Solar Limited(TSL)

Trina Solar Limited, through its subsidiaries, designs, develops, manufactures, and sells photovoltaic (PV) modules worldwide. The company offers monocrystalline PV modules ranging from 165 watts to 185 watts in power output; and multicrystalline PV modules ranging from 215 watts to 240 watts in power output that provide electric power for residential, commercial, industrial, and other applications. It also involves in the design and production of various PV modules, such as colored modules for architectural applications and larger sized modules for utility grid applications based on customers? and end-users? specifications. Trina Solar Limited sells and markets its products primarily to distributors, wholesalers, power plant developers and operators, and PV system integrators. The company was founded in 1997 and is based in Changzhou, the People?s Republic of China.

Advisors' Opinion:

• [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]

  Yingli Green said it will continue to fight a U.S. plan to close a loophole that allowed Chinese solar manufacturers to avoid tariffs by assembling their products outside China. Yingli shares dropped 6.4% to $2.76 premarket. Among the other Chinese solar stocks trading lower Wednesday are JinkoSolar Holding Co.(JKS), Trina Solar Ltd.(TSL) and JA Solar Holdings Co.(JASO)

Top 5 China Companies For 2014: Yanzhou Coal Mining Company Limited(YZC)

Yanzhou Coal Mining Company Limited engages in the underground mining, preparation, and sale of coal. It involves in manufacturing, washing, processing, and selling steam coal used in the electricity power sector; and metallurgical coal used with coking coal in the process of pulverized coal injection, as well as operates six coal mines. The company also engages in the provision of railway transportation services; production and sale of coal chemicals, primarily methanol; and generation of electricity and heat. In addition, it involves in the manufacture and sale of mining machinery and engine products; and development of integrated coal technology. Further, the company engages in the transportation via rivers and lakes; sale of construction materials; and trading and processing of mining machinery. It has operations primarily in China, Japan, South Korea, and Australia. The company was founded in 1973 and is based in Zoucheng, the People's Republic of China. Yanzhou Coal Mining Company Limited is a subsidiary of Yankuang Group Corporation Limited.

Advisors' Opinion:

• [By Belinda Cao]

  Yanzhou Coal Mining Co. (YZC), China�� fourth-largest coal producer, lost 3.6 percent last week to $10.33. The company posted its eighth weekly slump, the longest stretch of declines since August 1998. Bank of America Corp. cut the stock to the equivalent of sell from neutral May 3.