Appendix . Epilogue

Globalization and change inspired this book.

We have consciously avoided a discussion of the ethical or existential questions these two phenomena inspire. This is an investment book concerned with particular risks and particular rewards based on what we believe are valid assumptions rooted in historical, economic, and financial understanding.

In identifying catastrophic problems regarding Asia’s future economic development, most observers single out AIDS as an ominous, potentially destabilizing force. AIDS could pose a formidable challenge in the future.

But as I write, President Bush is outlining a proposed U.S. response to an avian flu outbreak. Influenza virus could be the biggest challenge the world will face in the near future, ...

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