One month ago, the U.S. markets were in the thick of the credit crisis. On Thursday, August 16, the Dow experienced an extreme spasm of volatility, opening at about 12,860 and then dipping all the way down to 12,455 before finally closing just 15 points lower than the previous day.

But what a difference a month makes! The Dow, the S&P 500 and the NASDAQ are all trading higher than they were on that bumpy day in August. And last Tuesday, the Fed stepped in and cut interest rates by 0.5%. This was the first interest-rate cut in four years, and the markets responded by rallying sharply on Tuesday and Wednesday.

The past few months have been tough for investors who have had to watch white-knuckled from the sidelines as their stocks endured one wild rollercoaster ride after another. But China Strategy subscribers weren’t among the worried onlookers because I told them they’d be rewarded for sticking to our long-term strategy.

On the day of the Dow’s violent mood swing, I sent an email to China Strategy subscribers telling them to sit tight during the heightened volatility. I mentioned that the fundamentals of our stocks were still strong, and I wanted them to use the opportunity to pick up more shares.

And boy did it pay off! In the past four weeks, the eight biggest gainers in our China Strategy portfolio are up an average of 54%! Take a look at the red box on the right, and you’ll see what I mean. Our stocks have experienced more than a year’s worth of gains in just one month’s time. In comparison, during the same time period, the Dow has only inched up 7.5%, while the S&P gained 8% and the NASDAQ climbed almost 9%. Interested in significantly beating the broader market? Click here to join us and find out how.

In my email to China Strategy subscribers on August 16, I also gave very specific advice to buy a brand new solar company. The company went public in June, but I had been keeping an eye on it, and the severe market action gave us the perfect opportunity to grab shares at a discount.

I had subscribers establish a position right away, and now exactly one month later, the stock is up an impressive 71%, making it the biggest gainer in our portfolio over the past month. Even though this solar outfit has experienced a hefty run-up, I still believe there is considerable upside to come.

The company was founded only two years ago, and it has already managed to become the third-biggest solar cell wafer supplier in the world. The company shipped its first batch of solar wafers in April 2006, and it has profited from every single sale since then.

Its growth rate is astonishing. Sales have skyrocketed every quarter. In 2006, sales went from $12 million in the second quarter to $32 million in the third quarter to $62 million in the fourth quarter. The company maintained its impressive sales momentum this year, with sales going from $73 million in the first quarter to $99 million in the most recent quarter. That’s 700% growth in less than 18 months!

Most Chinese solar cell companies don’t have the technology or the means to make their own wafers—and that’s where our company comes in. It supplies the raw materials for many of China’s solar companies and is winning big—even as the Chinese solar cell industry enters an era of aggressive competition. Just like the proverbial arms merchant in an escalating price war, this solar company succeeds by supplying wafers to competing players in the growing Chinese solar cell market.

This company is such a good opportunity because it’s a pure play—its business is dedicated solely to the design, development, manufacturing and distribution of solar wafers, which is positioned upstream in the solar value chain.

I also like how the company has developed a unique technology. It uses polysilicon scraps and recyclable polysilicon in manufacturing solar wafers while still maintaining high quality levels and performance.

If you want a piece of these red-hot solar profits, you’re going to have to act fast. You don’t want shares of this company to experience another run-up and leave you behind. Click here to get instant access to my detailed buy advice on this scorcher. I believe this stock could gain another 25% or more by year-end!

China’s real estate sector is rushing to keep up with the country’s explosive economic growth. In my next issue of China Strategy, I’ll be recommending a recent real estate IPO that’s benefiting from China’s booming property market. Join us today and be among the first to learn about this company when I publish my October issue. Don’t miss this opportunity to ride this real estate play from the ground floor up!