"Other names include aluminum producer Rio Tinto [RTP], which is merging with Canada's Alcan [and which drew a takeover bid from BHP Billiton late last week]"

"Cellphone provider China Mobile, on the other hand, is getting a little pricey, but is still attractive because it continues to gain millions of subscribers monthly and operates in a very under-penetrated telecom market."

"PetroChina, which is listed in Hong Kong and New York, just debuted on the Shanghai stock exchange, making it available for local investors, and immediately surpassed ExxonMobil as the world's largest company by market value."

"Infosys Technologies [INFY] is another company we like. It has a growing business providing information-technology consulting and software services."