Volkswagen AG (ADR) (NASDAQOTH:VLKAY.PK)

Volkswagen is the best positioned auto manufacturer right now to capture a signifiant share of the Chinese market, the Brazilian market, and to finally make measurable headway in the U.S. with its namesake brand, which has suffered here of late. It is poised to pass Toyota Motor to become the world's second-largest manufacturer after GM. It has a multitude of brands across markets and across the globe. Its products are almost universally praised (though reports of "cheaping out" on the new U.S. Jetta are surfacing as the company tries to price more aggressively against that car's rivals) and carries products for every market sector. It has publicly announced that it expects sales to grow dramatically as it continues to innovate and introduce new models into several markets. Finally, it has seen no measurable impact from the Japan earthquake which has otherwise affected most of its competitors, U.S. manufacturers included.