“Follow the Money to Asia’s Tech Hub” by Frank Holmes, U.S. Global Investors

Published:

Mr.
Holmes suggests that investors look past the negative headlines on China
and instead “follow the money.” For example, technology has been the hottest
sector in Asia during the past year.

Mobile
Internet is transforming consumer behavior in China, with mobile
e-commerce transactions already comprising 9.5 percent of total e-commerce
volume, up from just 0.7 percent in the first quarter of 2011.

The
top performing Asian country over the past six months, though, might come as a
surprise.

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