Two of my favorites? Malaysia has manageable inflation, solid GDP growth and a trade surplus with China. The iShares MSCI Malaysia Fund (EWM) avoids interest-rate sensitive sectors like energy and materials, while capitalizing on China's needs for simpler things like vegetable oil and rubber.
In addition, China's likely to see its own version of an Internet boom in 2011-2012. Where do they get the products, services and expertise from? Taiwan. iShares MSCI Taiwan (EWT) has a 60% weighting in information tech.
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