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If you're looking to add some growth and diversification to your portfolio, one idea is to consider emerging markets. These developing economies are represented by the BRIC countries (Brazil, Russia, India, and China).

To illustrate this idea, we ran a screen on US-traded stocks based in the BRIC countries for those short sellers believe will outperform. We screened for BRIC stocks seeing the most significant decreases in shares shorted month-over-month.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬

We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.

Do you think these stocks will outperform like short sellers expect? Use this list as a starting point for your own analysis.

List sorted alphabetically.

1. Cninsure Inc. (NASDAQ:CISG): Provides insurance brokerage and agency services, and insurance claims adjusting services in the People's Republic of China. China. Shares shorted have decreased from 2.82M to 2.44M over the last month, a decrease which represents about 1.44% of the company's float of 26.47M shares.

2. Changyou.com Limited (NASDAQ:CYOU): Develops and operates online games in the People's Republic of China. China. Shares shorted have decreased from 372.33K to 220.03K over the last month, a decrease which represents about 1.52% of the company's float of 10.04M shares.

3. GOL Linhas A (NYSE:GOL): Operates as a low-cost low-fare airline in Latin America. Brazil. Shares shorted have decreased from 7.42M to 6.06M over the last month, a decrease which represents about 1.49% of the company's float of 91.12M shares.

4. Zhongpin, Inc. (NASDAQ:HOGS): Engages in the processing and distribution of meat and food products primarily in the People's Republic of China. China. Shares shorted have decreased from 3.74M to 3.20M over the last month, a decrease which represents about 2.07% of the company's float of 26.10M shares.

5. Mindray Medical International Limited (NYSE:MR): Develops, manufactures, and markets medical devices worldwide. China. Shares shorted have decreased from 14.59M to 13.40M over the last month, a decrease which represents about 1.42% of the company's float of 83.77M shares.

6. Noah Holdings Limited (NYSE:NOAH): Engages in the distribution of wealth management products to the high net worth population in China. China. Shares shorted have decreased from 2.63M to 2.29M over the last month, a decrease which represents about 1.95% of the company's float of 17.44M shares.

7. SouFun Holdings Ltd. (NYSE:SFUN): Provides marketing, listing, technology, and information consultancy services to real estate and home furnishing industries in the People's Republic of China. China. Shares shorted have decreased from 2.11M to 1.90M over the last month, a decrease which represents about 1.91% of the company's float of 11.00M shares.

8. Trina Solar Ltd. (NYSE:TSL): Designs, develops, manufactures, and sells photovoltaic modules worldwide. China. Shares shorted have decreased from 16.27M to 15.58M over the last month, a decrease which represents about 1.16% of the company's float of 59.34M shares.

9. VanceInfo Technologies Inc. (NYSE:VIT): Engages in the provision of information technology services. China. Shares shorted have decreased from 7.48M to 7.10M over the last month, a decrease which represents about 1.51% of the company's float of 25.18M shares.

*Short data sourced from Yahoo! Finance, all other data sourced from Finviz.

Source: 9 BRIC Stocks With Bullish Short Trends