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The Emerging Markets Handbook: An analysis of the investment potential in 18 key emerging market economies

Book Description

FINDING TOMORROW'S MARKETS FIRST Tomorrow's booming economies are today's emerging markets. Overlooked by most investors, these markets offer serious opportunities for those prepared to move ahead of the crowd and take their investing off the beaten path. If you're an investor unafraid of the unfamiliar and looking to carve out extraordinary opportunities in new markets, this book should be your starting point. THE EMERGING MARKETS HANDBOOK provides investors with a highly detailed examination of 18 countries that could host the stock market stars of the future - from Chile and China to Thailand and Turkey. At its heart is an analysis of the 18 economies' strength and potential for growth. This assessment is based on the ten crucial drivers of growth, including demographics, business conditions, capital markets and more. Following exhaustive research into the numbers behind each of these drivers, Pran Tiku is able to draw on a wealth of data from respected sources to form conclusions about the current position and future prospects of each market. He illustrates this data with explanatory charts and tables, allowing readers to trace recent trends and compare this to where the countries stand now. Providing a groundbreaking ranking of all emerging markets, the author goes on to sort them into standouts, in-betweeners and strugglers. This means you can truly see which markets offer the most commanding opportunities, which have room for development and which currently present a poorer investment case. Finally, the HANDBOOK concludes with a look at investment vehicles that can be used to access emerging market investments and a survey of the industries and companies that are likely to be the primary players within these 18 economies in the future. THE EMERGING MARKETS HANDBOOK is your indispensable guide to finding the future's hottest markets. No investor can afford to be left behind.

Table of Contents

  1. Cover
  2. Publishing details
  3. Follow us, like us, email us
  4. About the author
  5. Preface
  6. Acknowledgements
  7. Introduction
    1. The great global recession – emerging markets suffer and recover
    2. Homeward bias vs. growth
    3. Separating from the herd
    4. Structure of the book
    5. Summary
  8. Part I: Development of Emerging Markets
    1. Chapter 1: What is an emerging market?
      1. Definition
      2. Millions of aspirants
      3. Emerging markets – a bit of history
      4. How institutions perceive emerging markets
      5. Criteria for selection of the 18 markets
    2. Chapter 2: Reasons to Invest in Emerging Markets
      1. Key areas of development
      2. Reasons to be cautious
    3. Chapter 3: Ten Drivers of Growth in Emerging Markets
      1. 1. Demographics
      2. 2. Economic conditions
      3. 3. Financial
      4. 4. Trade
      5. 5. Political stability and governance
      6. 6. Business conditions
      7. 7. Technology, innovation and infrastructure development
      8. 8. Human development
      9. 9. Environment
      10. 10. Capital markets
  9. Part II: The Emerging Markets
    1. Chapter 4: China
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    2. Chapter 5: South Korea
      1. Overview
      2. Quick history
      3. Current situation
      4. Basic data
      5. Growth factors
      6. In a nutshell
      7. Our take
    3. Chapter 6: India
      1. Overview
      2. Quick history
      3. Current situation
      4. Basic data
      5. Growth factors
      6. In a nutshell
      7. Our take
    4. Chapter 7: Thailand
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    5. Chapter 8: Malaysia
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    6. Chapter 9: Indonesia
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    7. Chapter 10: Philippines
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    8. Chapter 11: Russia
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    9. Chapter 12: Czech Republic
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    10. Chapter 13: Hungary
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    11. Chapter 14: Turkey
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    12. Chapter 15: Poland
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    13. Chapter 16: South Africa
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    14. Chapter 17: Mexico
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    15. Chapter 18: Brazil
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    16. Chapter 19: Colombia
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    17. Chapter 20: Peru
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
    18. Chapter 21: Chile
      1. Overview
      2. Quick history
      3. Current situation
      4. Growth factors
      5. In a nutshell
      6. Our take
  10. Part III: Comparisons and Sorting
    1. Chapter 22: Ranking the 18 emerging markets
      1. Introduction
      2. Driver 1 – Demographics
      3. Driver 2 – Economics
      4. Driver 3 – Financial
      5. Driver 4 – Trade
      6. Driver 5 – Political stability and governance
      7. Driver 6 – Business conditions
      8. Driver 7 – Technology, innovation and infrastructure development
      9. Driver 8 – Human development
      10. Driver 9 – Environment
      11. Driver 10 – Capital markets
      12. Factor summary
    2. Composite analysis
      1. Country rankings
  11. Part IV: Investing in Emerging Markets
    1. Chapter 23: Investment Vehicles
      1. Stocks
      2. Active and passive emerging markets funds
      3. Emerging market bonds
      4. Approaches to emerging market investment
      5. Summary
    2. Chapter 24: The Companies and Industries of the Future
      1. China: The Fiery Red Dragon
      2. South Korea
      3. India: Tiger waiting to pounce
      4. ASEANs: The emeralds of the equator
      5. Eastern Europe/Russia: The Eastern Bloc looking for its identity
      6. Africa: The rainbow nation leads the continent
      7. Brazil: An investment carnivale
      8. Andean Region: The new land of the Incas
      9. Mexico
    3. Conclusion
    4. Sources
    5. Also from Harriman House