China

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Here are some of the companies I’m watching right now ...

Aluminum Corporation of China (NYSE:ACH) is the largest producer of aluminum in China (and the only producer of alumina).

Jiangxi Copper (OTCBB: JIXAY) is in the cat bird’s seat because China’s growing power transmission network means strong demand for highly conductive metal.

Yanzhou Coal Mining (NYSE: YZC) operates six coal mines in China with 1968 million tonnes of proven reserves. Plus, the company provides valuable rail transportation services.

Swire Pacifica (Hong Kong: 0019) is best known for its Cathay Pacific airline. But the company also operates Shekou Container Terminals, one of the fast-growing ports in South China.

Guangshen Railway (NYSE: GSH) operates the main passenger and freight railroad between Guangzhou and Shenzhen — two of the primary manufacturing cities in China — and Hong Kong.