U.S.-based infrastructure company that provides construction and engineering services to the oil and gas, oil refining, chemical/petrochemical, pharmaceutical, environmental, power generation, and power plant operation and maintenance sectors worldwide. The company has over $1 billion in cash, trades at a price-to-earnings of only 7 and shares are well of its 52-week high of $85 a share.

U.S.-based infrastructure company that operates as an engineering, construction, and services company supporting energy, petrochemicals, government services, and civil infrastructure sectors worldwide. The company has over $1 billion in cash, trades at a price-to-earnings ratio of 8 and trades well below its 52-week high of $41 a share. RealMoney.com contributor David Sterman likes engineering names such as KBR and Shaw Group for plays on China's economic stimulus plan.

U.S.-based infrastructure company that provides engineering, procurement and construction management (EPCM) and project management services. Fluor serves a number of industries worldwide, including oil and gas, chemical and petrochemicals, transportation, mining and metals, power, life sciences and manufacturing. The company has over $2 billion in cash, trades at a price-to-earnings of 11 and is 50% its 52-week high of $101 a share.

U.S.-based infrastructure company that provides technical, professional, and construction services to industrial, commercial, and governmental customers worldwide. The company has over $500 million in cash, trades at a price-to-earnings of 13 and is down over 50% from its 52-week high of $103 a share.

U.S.-based infrastructure company that is a diverse engineering, technology, construction, fabrication, environmental and industrial services firm. The Company provides its services to a diverse customer base that includes multi-national oil companies and industrial corporations, regulated utilities, independent and merchant power producers, government agencies and other equipment manufacturers. The company was recently awarded a contract in China for the construction of a plastics plant that will produce 600,000 tons of ethylene per year. The Shaw Group trades at a price-to-earnings of 11 and is well off its 52-week high of $69 a share. RealMoney.com contributor David Sterman likes engineering names such as KBR and Shaw Group for plays on China's economic stimulus plan.

U.S-based infrastructure company that operates as an engineering and construction company worldwide. The company operates in three segments: Offshore Oil and Gas Construction, Government Operations, and Power Generation Systems. The company has over $800 million in cash, trades at a price-to-earnings of 3 and shares are down over 85% year-to-date.

Alcoa, is U.S.-based aluminum producer that has some decent exposure to the Chinese market. Alcoa is one of China's ten largest foreign investors, and operates seven manufacturing facilities in the country.

BHP Billiton is an Austrian-based company that operates as a diversified natural resources firm. The company engages in producing alumina and aluminum, copper, coal, iron ore, nickel, manganese, metallurgical coal, oil and gas, and uranium, as well as gold, zinc, lead, silver, and diamonds. BHP has some huge exposure to the Chinese commodities market. Sales into China generated US$11.7 billion or 19.8 per cent of revenue in the year ended 30 June 2008.