A recession is nearer than a lot of Wall Street analysts believe. In order to prepare for its arrival investors should pick up shares of Alibaba (BABA) - Get Report , China Mobile (CHL) - Get Report , Sherwin Williams (SHW) - Get Report and the iShares MSCI India ETF (INDA) - Get Report , says Steve Blumenthal, CEO of CMG Capital Management. First on Blumenthal's recession shopping list is Alibaba. Blumenthal believes Alibaba, already the largest e-commerce company in the world, could double from here even though it is up over 40% since March 2016. Staying in China, Blumenthal is bullish on China Mobile, up 4.6% year-to-date. He said the mobile segment in China is projected to expand at 52% compounded yearly giving China Mobile an extended runway to grow. Sherwin Williams, up 7% thus far in 2016, is a far cry from a Chinese e-commerce or wireless play, but the paint producer will still thrive in the recession that Blumenthal sees on the horizon. Finally, Blumenthal is a fan of the iShares MSCI India ETF, which has risen 7% so far in 2016. He points to India's most recent GDP growth rate of 7.4% as a reason to be positive, as well as the country having the lowest debt to GDP ratio in the developed and emerging market worlds.