China-based stocks fared the worst in the last week and will need US/China trade agreements to rally. Baidu $BIDU struggles to catch the buying bid, though the stock is starting to bottom (up 2% last week).$IQ and $MOMO has much upside if it follows China regulation and censorship. The second stock pick for the month is British American Tobacco. Britain's $BTI fell badly after lowering its outlook for the rest of the year. The stock still has a nice dividend yielding over 6%.Third, Watch Autohome $ATHM which fell 7% last week. The China-based company topped out in May after reporting an earnings beat. A slowdown in China will lead to lower car sales, hurting ATHM stock.