金融分析人士说最简单的赚钱方式：中国买什么你就买什么

Buy what China is buying. That's the simplest way to benefit from the growth of this economic powerhouse. While all of China's top commodity imports have compelling fundamentals, an investment in crude oil looks particularly attractive.

Because the commodity faces some near-term headwinds on the supply side, investors have an opportunity to get in before the next big run up. Oil-focused exploration and production companies are the best way to gain oil exposure. Take a look at names such as EOG Resources (NYSE: EOG), Whiting Petroleum (NYSE: WLL), and Occidental Petroleum (NYSE: OXY). These high-growth companies are focused on oil production in North America. Rising demand from China will push up global crude prices, leading to increased profits for these firms. Moreover, because these companies operate primarily onshore in North America, geopolitical and operational risks are significantly lessened. This is in sharp contrast to a super major such as BP (NYSE: BP) that produces much of its oil in volatile countries and in harsh environments.

Iron ore also looks attractive. Exposure to that commodity can be established through the largest iron ore producer and exporter, Vale. [See "4 Foreign Blue Chips for the Long Haul"]


-- Sumit Roy

Sumit Roy has more than eight years of experience covering equity and commodity markets. Sumit's work has been cited in Barron's and Yahoo! Finance.

出处：http://www.streetauthority.com/a ... dity-imports-456691
（大家都这样想，难怪中国买什么什么就贵，中国卖什么什么就便宜。

也不是什么阴谋论，资本逐利罢了）

最近的金融狂欢对我持有的BHP股非常利好，股票从38,39徘徊，涨到了41,42。

一篇篇的文章都在刺激我继续买入，而BHP的走势与中国的宏观经济尤其是房价息息相关，

请问各位大能，2010剩下这两个月中国经济能持续向好吗？宏观层面。

Buy what China is buying. That's the simplest way to benefit from the growth of this economic powerhouse. While all of China's top commodity imports have compelling fundamentals, an investment in crude oil looks particularly attractive.

Because the commodity faces some near-term headwinds on the supply side, investors have an opportunity to get in before the next big run up. Oil-focused exploration and production companies are the best way to gain oil exposure. Take a look at names such as EOG Resources (NYSE: EOG), Whiting Petroleum (NYSE: WLL), and Occidental Petroleum (NYSE: OXY). These high-growth companies are focused on oil production in North America. Rising demand from China will push up global crude prices, leading to increased profits for these firms. Moreover, because these companies operate primarily onshore in North America, geopolitical and operational risks are significantly lessened. This is in sharp contrast to a super major such as BP (NYSE: BP) that produces much of its oil in volatile countries and in harsh environments.

Iron ore also looks attractive. Exposure to that commodity can be established through the largest iron ore producer and exporter, Vale. [See "4 Foreign Blue Chips for the Long Haul"]


-- Sumit Roy

Sumit Roy has more than eight years of experience covering equity and commodity markets. Sumit's work has been cited in Barron's and Yahoo! Finance.

出处：http://www.streetauthority.com/a ... dity-imports-456691
（大家都这样想，难怪中国买什么什么就贵，中国卖什么什么就便宜。

也不是什么阴谋论，资本逐利罢了）

最近的金融狂欢对我持有的BHP股非常利好，股票从38,39徘徊，涨到了41,42。

一篇篇的文章都在刺激我继续买入，而BHP的走势与中国的宏观经济尤其是房价息息相关，

请问各位大能，2010剩下这两个月中国经济能持续向好吗？宏观层面。