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China Watch: Beijing's 5-Year Plan May Stoke These Stocks

William Yuen, investment associate director for Invesco in Asia, calls it a matter of logic. He says the Five-Year Plan "will lead to an uplifting of 'discretionary' spending or 'trading-up' trends that will benefit companies that are exposed to such trends - such as some of the companies in the consumer sector."

Chinese firms in general have offered investment returns of about 10% so far this year after a discouraging show in 2011, market analysts in Asia say. A diversified equities portfolio could give back as much as 15% this year.

If shopping solo rather than buying ready-made funds, try Hong Kong-listed China Mengniu Dairy (2319.HK), a maker of everyday milk products. It reported a record income of about 37 billion yuan (US$5.8 billion) last year but has lost 25% of its share value since a past-year peak in August. Shoppers can buy its colorful cartoon-decorated cartons of milk in most any Chinese supermarket. Imagine the stock prices in 2015 after today's depressed shares have been slurped up.

If stock shopping on Nasdaq, explore Ctrip.com (CTRP), a Chinese online travel agency whose share prices have tumbled 62% since August. The agency sells air tickets and makes hotel bookings for domestic travelers as well as some of the tens of millions headed overseas every year. I booked air tickets through Ctrip about 10 years ago with no delays or surcharges, just courteous service. Last year, its 2011 revenues went up 21% to 3.5 billion yuan.

Book a few shares also with fellow Nasdaq-listed online travel agency eLong (LONG). Share prices of the Chinese company have dropped about 40% over the past year despite a 2011 revenue increase of 22% to 586.2 million yuan. eLong, founded in 1999, specializes in discount international airfares and rooms in 2,600 hotels over 220 Chinese cities.

Consider the shares of China's top builders of hotels or shopping malls, both of which stand to gain directly from increased consumption. Their state backing and involvement in an ever-booming industry have earned those developers strong reviews among greater China investment advisers.

Chinese builders, whether they admit it or not, usually enjoy support from government agencies that don't hesitate to spend money on new roads, airports, hotels, malls or "achievement projects" which are monumental, expensive structures that may get little public use but give the impression that local officials are on the move.

Stock quotes in this article: CTRP, LONG, HGSH 

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