You are previewing The silk road to riches: How you can profit by investing in Asia’s newfound prosperity.
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The silk road to riches: How you can profit by investing in Asia’s newfound prosperity

Book Description

Asia is now the world’s #1 growth story. Farsighted investors will realize enormous profits by investing in companies that benefit from Asia’s historic transformation. In The Silk Road to Riches, a team of world-class financial analysts and newsletter editors point you to the right companies, the right sectors, and the right strategies.

You’ll learn how to leverage Asia’s accelerating integration into the world economy... profit from the pressure that Asia’s growth is placing on commodities and resources... anticipate changing needs of Asian consumers in financial services, health and pharmaceuticals, communications, and many other industries.

The authors offer powerful support for several provocative claims: that India, not China, is Asia’s best investment destination; that the price of gold is poised to explode; and much more. They illuminate global economic changes that will decide the fate of the U.S. dollar as the world’s reserve currency; and present an up-to-the-minute overview of crucial global security issues every investor must understand, no matter where they invest.

CONTENTS

Acknowledgments

About the Authors

Foreword

Introduction

Part I: It Is All About thePeople 

  • 1: A New Middle Class 

  • Looking Back

  • One Trick Pony

  • Time Is on Their Side

  • One Last Time

  • Endnotes

  • 2: Asia's Path to Prosperity 

  • Coming of Age

  • Outsourcing and Offshoring

  • A Changing World

  • Integration into the Global Economy

  • Lessons Learned

  • Endnotes

  • 3: The Great Comparison

  • India: A Powerful Force

  • Problems Abound

  • Democracy and Growth

  • China: Waking Up

  • Solving Problems

  • The Time Factor

  • Endnotes

  • Part II: RiskyBusiness 

  • 4: Power Games 

  • Ambiguous Relationships

  • The Dragon and the Eagle

  • Endnotes

  • 5: Straws in the Wind 

  • How Long Is the Long Run?

  • Unsustainable Macroeconomic Imbalances

  • Bubble All the Way

  • Endnotes

  • 6: The Lost Guarantee 

  • The Paper Standard

  • Gold Bullion Versus Gold Stocks

  • The Broad Diversification Approach

  • The Stocks

  • Endnotes

  • Part III: Trends of the Future 

  • 7: The New Agricultural Revolution 

  • Food Demand Grows

  • The Supply Side

  • Fertilizer Producers

  • The Processors

  • Food Producers

  • Endnotes

  • 8: Fueling Global Growth 

  • Rising Consumption

  • The Supply Side

  • The Refining Factor

  • Coal

  • Natural Gas

  • Nuclear Power

  • Renewables and Alternatiaves

  • Asian Energy

  • The Integrated Players

  • Endnotes

  • 9: The Lure of the Megatrend 

  • Dr. Copper

  • Nickel Is Worth More Than Five Cents

  • Buy High, Sell Low... When It Comes to Steel P/Es

  • The Fund

  • Endnotes

  • 10: Asia's Evolving Economies 

  • Travel and Tourism

  • The Necessities

  • Retail

  • Banking and Finance

  • Pharmaceuticals and Healthcare

  • Technology/Outsourcing

  • Telecom

  • Shipping, Ports, and Transport

  • That's Entertainment

  • Endnotes

  • Epilogue

    Index

    © Copyright Pearson Education. All rights reserved

    Table of Contents

    1. Copyright
      1. Dedication
    2. Financial Times Prentice Hall
    3. Financial Times Prentice Hall Books
    4. Acknowledgments
    5. About the Authors
    6. Foreword
    7. Introduction
      1. Preparing for Change
    8. I. It is all about the people
      1. 1. A new middle class
        1. Looking Back
        2. One Trick Pony
        3. Time Is on Their Side
          1. One Last Time
        4. Endnotes
      2. 2. Asia’s Path to prosperity
        1. Coming of Age
          1. Outsourcing and Offshoring
          2. A Changing World
        2. Integration into the Global Economy
        3. Lessons Learned
        4. Endnotes
      3. 3. The Great comparison
        1. India: A Powerful Force
          1. Problems Abound
          2. Democracy and Growth
        2. China: Waking Up
          1. Solving Problems
          2. The Time Factor
        3. Endnotes
    9. II. Risky Business
      1. 4. Power Games
        1. Ambiguous Relationships
        2. The Dragon and the Eagle
        3. Endnotes
      2. 5. Straws in the wind
        1. How long is the long run?
        2. Unsustainable Macroeconomic Imbalances
        3. Bubble All the Way
        4. Endnotes
      3. 6. The lost guarantee
        1. The Paper Standard
        2. Gold Bullion Versus Gold Stocks
        3. The Broad Diversification Approach
        4. The Stocks
        5. Endnotes
    10. III. Trends of The Future
      1. 7. The New Agricultural Revolution
        1. Food Demand Grows
        2. The Supply Side
          1. Fertilizer Producers
          2. The Processors
          3. Food Producers
        3. Endnotes
      2. 8. Fueling Global Growth
        1. Rising Consumption
        2. The Supply Side
        3. The Refining Factor
          1. Coal
          2. Natural Gas
            1. Two to Own
          3. Nuclear Power
            1. Investing Nuclear
        4. Renewables and Alternatives
        5. Asian Energy
        6. The Integrated Players
        7. Endnotes
      3. 9. The Lure of the Mega Trend
        1. Dr. Copper
        2. Nickel Is Worth More Than Five Cents
        3. Buy High, Sell Low... When It Comes to Steel P/Es
        4. The Fund
        5. Endnotes
      4. 10. Asia’s Evolving Economies
        1. Travel and Tourism
        2. The Necessities
        3. Retail
        4. Banking and Finance
        5. Pharmaceuticals and Healthcare
        6. Technology/Outsourcing
        7. Telecom
        8. Shipping, Ports, and Transport
        9. That’s Entertainment
        10. Endnotes
      5. Epilogue