For example, if you believe Chinese stocks are going to do well in 2013, you might include a China ETF on your growth list.

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Does it help put pressure on China, or do you think there are risks in that?

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The more dollars you own, the better you are viewed by the major institutions and multinationals that want to do business in China.

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Here is that secret first step: If you have no experience selling anything to Chinese people or organizations in actual China, admit that you do not know what you are doing.

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"If you're going to do well in solar, the growth markets are going to be the U.S. and China, not Germany, which has been extremely generous in subsidizing an industry that remains uncompetitive versus conventional energy, " said Waterman.

FORBES: Energy