Chapter 10. Asia’s Evolving Economies

A rapidly growing and expanding Asian middle class will start to demand many of the same goods and services as their counterparts in developed western economies: This is the idea tying together the geopolitical, economic, and financial issues discussed throughout this book.

Although general economic growth bolsters investment themes identified in previous chapters, the following trends will be the icing on the cake. If the actual outcome approximates our assessment of Asia’s economic prospects, the sectors and companies detailed in this chapter will offer investment returns of a lifetime. These specific ideas spring from the continuing integration of Asia’s economies into the global financial system.

Asia’s ...

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