EI Du Pont Nemours Co. (DD), the world’s second largest chemical company, recently announced that it will benefit from the recovering economies in emerging markets including China, India and Brazil, where a significant increase in population and globalization are fueling demand.

DuPont sales in emerging markets have grown by 80% in the past five years at a compound annual growth rate (CAGR) of 16% and accounted for nearly one-third of the company's $30.5 billion sales in 2008. While 2009 emerging market sales estimates are expected to drop about 10% from $9 billion in 2008, the company projects 2012 emerging market sales of about $13 billion.

DuPont’s sales in China grew at a CAGR of 14% over the last five years. Sales in 2008 were about $1.7 billion. The company expects solar and light-weight vehicle technologies to help growth in China. The company is currently a major supplier to the crystalline silicon

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Fushi Copperweld Inc. (FSIN) reported second-quarter earnings of 25 cents per share, above the Zacks Consensus Estimate of 22 cents, but 24% below the 33 cents reported last year. Quarterly net sales fell 22.8% to $48.3 million, primarily driven by a 29.3% drop in average selling prices and partially offset by a 9.5% increase in sales volumes.

Volume at the company's Dalian facility in China increased 25.0% year over year, reflecting higher 3G-related demand, better government spending on infrastructure projects in China and continued expansion into the utility market. We believe the 3G build out in China will provide tremendous opportunities for Fushi over the next few years.

Apart from the telecommunications market, Fushi is witnessing increased shipments to the utility market. The company believes that the Chinese electrical utility market for bimetallic is underdeveloped and provides significant growth potential for the Dalian facility. In addition, the company

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