In today's podcast, guest John Wong talks about his outlook for investment opportunities in 2012:

– Chinese government will probably begin to ease monetary policy further after the second quarter
– Inflation in China will likely be more subdued and stay around 3-4% going forward
– Investment opportunities are in consumer discretionary stocks due to the increasing spending power of China's new rich
– Automation companies that benefit from Chinese factories' move toward a more automated manufacturing process will outperform
– Strong Chinese property developers will become attractive investments once policy starts to loosen
– Biggest risks are continuing turmoil in Europe and a more severe slowing of the Chinese economy

Our Guest Today:
John Wong is the president of Oberweis Asset Management (Asia) Ltd and the lead manager of Oberweis' Asia Opportunities fund and co-manager of the China Opportunities Fund. Previously, Wong was senior portfolio manager at Wells Fargo Bank in San Francisco. He also managed assets at Founders Asset Management and at Offitbank.