This highly populated country is growing twice as fast as the United States. Plus, this global economic powerhouse keeps beating forecasts.
Yet over the past two years, one analyst after another – except for yours truly – has sounded the alarm and told investors to stay far, far away.
I'm starting to think that Wall Street just doesn't understand China – or Frontier Investing – at all.
Are we even looking at the same data?
China just logged a first-quarter GDP growth rate of 6.9%.
That was its fastest pace of economic expansion since the third quarter of 2015… it was more than 5% above the nation's own forecasts… and it came at a time when President Donald Trump was still blaming the world's most populous country for unfair trade programs.
As impressive as this growth sounds, it misses "our" big picture – that the "road to wealth is paved by tech."
Some of China's web leaders are growing 10 times faster than the nation's GDP.
That's a key moneymaking trend we want to be in on.
This is how you can get there…
This Play Is Trump-Proof
When it comes to tech investing, China is indeed a fertile playing ground.
Nearly one-third of the nation's 1.3 billion people have smartphones with web access.
Fact is, mobile spending is rising at a double-digit pace and accounts for half of all of China's e-commerce, according to eMarketer. That's more than twice the 22% mobile shopping rate in the United States, where most of us still shop online from our computers.
This has served as a major boon to China and its mobile-centric society. It also means this sector is all but immune from the direct effects of any tariffs President Trump might slap on Chinese exports.
Add it all up, and China remains a great market for Frontier Investing. Besides the legal cannabis market, that includes cryptocurrencies, rare earths, micro-cap biotechs, and emerging economies.
Yes, China is further along than places like India or Vietnam, but it's still on the Frontier. Only 19% of its people have entered the middle class.
And so we see great long-term trends that bode well for China… for its people… for its digital tech leaders…
And for its investors…
A Focused Play
The clear pure play for this huge and growing "Trump-proof" sector is Emerging Markets Internet & E-Commerce ETF (NYSE Arca: EMQQ).
In this fund, you'll find a "who's who" of Chinese tech pioneers.
Take Weibo Corp. (Nasdaq: WB) as an example. More than 100 million people use this social media platform, which aims to follow all the revenue-boosting tricks that were smartly pursued by Facebook Inc. (NYSE: FB).
Boosting revenue from each user has helped this firm juice its sales by nearly 1,000% over the past four years. Sales are on pace to reach $1.33 billion by next year. China's rising middle class ensures strong growth for years to come.
Momo Inc. (Nas…
About the Author
Michael A. Robinson is one of the top financial analysts working today. His book "Overdrawn: The Bailout of American Savings" was a prescient look at the anatomy of the nation's S&L crisis, long before the word "bailout" became part of our daily lexicon. He's a Pulitzer Prize-nominated writer and reporter, lauded by the Columbia Journalism Review for his aggressive style. His 30-year track record as a leading tech analyst has garnered him rave reviews, too. Today he is the editor of the monthly tech investing newsletter Nova-X Report as well as Radical Technology Profits, where he covers truly radical technologies – ones that have the power to sweep across the globe and change the very fabric of our lives – and profit opportunities they give rise to. He also explores "what's next" in the tech investing world at Strategic Tech Investor.