David Lutz, managing director at Stiefel Nicolaus, and Charles Campbell, senior sales trader at Miller Tabak, shared their advice on where to invest in China.
Tianjin Development Company—“It’s one of the largest ports in Hong Kong and had the greatest cargo shipment last year, up almost 20 percent over the prior year — 400 cargo lines travel in and out of it,” Campbell told CNBC.
Hexel —Chinese officials recently announced investing more than $14 billion to more than double China's wind power capacity by 2010. “They just opened a new plant in China, which is going to give them 20 percent growth in the wind segment, and they’re opening a new plant in Colorado,” he said.
Lutz does not own any shares of Hexel. No immediate information was available for Campbell or his firm.
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