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China’s best growth stocks through 2015

If you could invest in only one sector in China through 2015, it should be e-commerce. That’s the takeaway from a Credit Suisse forecast for what China will look like in 2015.

Credit Suisse expects China’s e-commerce sector to grow 100 percent a year over the next four years, and most of the companies that will benefit from that growth are still in private hands (check out my 2011 tech IPO calendar to see the Chinese tech stocks I’m following).

Still, if you’re on a quest for China’s best growth stocks through 2015, Credit Suisse’s report gives us clues on other sectors where we can also focus. Here’s a very rough guide to the growth Credit Suisse expects to see in China over the next four years. Percentage forecasts are approximate as I put them together based on charts at BusinessInsider.com:

  • E-commerce will rise by 400 percent.
  • Gas consumption will rise 200 percent.
  • Healthcare spending will by 150 percent.
  • Household wealth will rise by 100 percent.
  • Car sales will rise by 70 percent.
  • Tobacco sales will rise by 50 percent.
  • China’s electricity consumption will climb by 40 percent.
  • Oil consumption will rise by 20 percent.

My two picks right now? Amazon.com-style Dangdang (aka E-commerce China Dangdang, Inc., NYSE:DANG) and Chinese wealth-management company Noah Holdings Limited (AMEX:NOAH). Both sell at extraordinarily high multiples right now, but if Credit Suisse is on the money, you should pocket a nice return on both stocks in the coming years.

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