The following video is part of our "Motley Fool Conversations" series, in which advisor Charly Travers and analyst Bryan Hinmon discuss topics across the investing world.

Coming out of its first-quarter earnings release, the market is concerned about Baidu's torrid growth coming back down to earth. Charly is not concerned about the soft second-quarter guidance and sees Baidu as one of the best ways for American investors to get exposure to China's economic growth. Baidu has a stout balance sheet, very appealing free cash flow, and an economic moat that is getting deeper and wider by the day.

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Bryan Hinmon has no positions in the stocks mentioned above. Charly Travers has no positions in the stocks mentioned above. The Motley Fool owns shares of Baidu and Google. Motley Fool newsletter services recommend Baidu, Google, SINA, and Sohu.com. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.