Dear Fellow Investor,

I just returned from a whirlwind 13-day trip to China, and I have so much to share with you! Although I met with many entrepreneurs and visited several different businesses, one particular experience stood out from all of the rest. The highlight of my trip was a visit to the headquarters of China Strategy's medical device manufacturer.

This company has been a big winner for us, gaining more than 87% in only nine months. I was curious to meet the company's CFO and see if the business was on track to continue growing its earnings and rewarding its shareholders.

I was so impressed by what I learned that I made my visit the feature article in the upcoming issue of China Strategy. Ordinarily, I wouldn't share the details of this visit with you until next week, after the issue has been released to my subscribers. But I'm so excited about what I found out that I wanted to share the details with you right away.

Checking Up on Our Medical Company 

As you may know, I wasn't in China on my own—I took a group of investors and China Strategy subscribers with me. Our entire China Investing Tour Group was thrilled to visit the company's headquarters in Shenzhen. Almost everyone in our group owns the stock and is sitting on big gains, so they wanted to know more about the company. In addition, there were three medical doctors in our group, and they were all familiar with the patient monitoring devices and ultrasound machines that make up the business's main product line.

Our visit was scheduled for 9:00 a.m., so we decided to leave our hotel at 8:00 in order to arrive on time. Even though we left the hotel early, we were still late because our bus driver got lost in the maze of new office buildings in Shenzhen Technology Park. It's a sure sign that China is growing rapidly when even the bus drivers can't keep up with new development!

All of us were extremely impressed before we even set foot in the building. The headquarters looked like one of the high-tech robots from the recent Transformers movie—except that it was much bigger. One of our group members who lives in Silicon Valley mentioned that the facility was far more remarkable than any of the office buildings near her home.

Once inside, the company's head of investment relations showed us around and then brought us to the showroom, where she introduced and demonstrated many of the company's products.

A Star CFO

After the product demonstration, the company's CFO was ready to meet with us. Although I had never met the CFO before, I was familiar with her successful reputation, and I was looking forward to talking with her.

I was honored to meet a CFO of Ms. Hsu's caliber.

The company's CFO and I have a lot in common. For one thing, we share the same last name (though we're not related). Like me, she was born in Taiwan and moved to the U.S. as a child. We both went to college in California and we both ended up working at Wall Street's top investment bank, Goldman Sachs.

Ms. Hsu had an illustrious career at Goldman. She was a rising star at the firm's immensely profitable principles investing team in Hong Kong, where she became one of the youngest executive directors in the entire bank at the age of 25. Now at the age of 32, she's a top executive at one of the fastest-growing major Chinese companies in the world.

Ms. Hsu gave our group a presentation about the company and then started an informative question-and-answer session. During the extensive Q&A period, nearly a dozen of our group members asked questions. The questions ranged from technical specs of ultrasound devices to the company's currency risk issues. Despite the wide range and complexity of our questions, Ms. Hsu managed to answer every question quickly and accurately without ever hesitating.

What We Learned

Among other things, our group learned that the company enjoyed a whopping gross margin of 56% on its sales during the first quarter, which was up 6% from a year ago. That's an impressive feat considering that the Chinese yuan appreciated 6% during the past year, which ate into earnings from exports.

Gross margin would have been close to 60% if the Chinese yuan hadn't appreciated last year. This high gross margin is made possible because the company is not only the low-cost leader in many of its product lines, it's also the technology leader. The company's products, though inexpensive, contain high-quality, cutting-edge technology that rivals popular products from competitors like GE and Siemens.

The quality of the company's products is obvious. During our visit, we were told that the product defective rate is less than 1 in 1,000. Even the doctors in our group were impressed, and one of them said he plans to talk to the people in charge of medical-equipment purchase at his hospital about buying the business's products.

The company and its CFO impressed us all tremendously. One group member told me that after meeting Ms. Hsu, he plans to buy more shares and will sell the stock if she leaves the company. As a shareholder myself, I hope that will never happen.

At the moment, the company is well-positioned to profit handsomely from three major trends that Ms. Hsu told us about. In order to learn what these trends are and how you can profit from them, click here to join us at China Strategy right away.

I'll be posting the August issue of China Strategy to my website on Monday, July 30, and you can be among the first to discover the powerful catalysts that will drive this company's performance over the coming year. Don't delay! Although the stock is up 87% for my China Strategy subscribers, I believe it still has a lot of room to run—as long as you get in before its next leg up.

Click here to get my specific buy advice on this winning medical company. You'll also get instant access to the next issue of China Strategy when it's released on Monday, which includes more details on what I learned while visiting China.