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World Right Side Up: Investing Across Six Continents

Book Description

Invaluable insights into finding diverse investment opportunities in the emergent global economy

From Brazilian farmlands to Colombian gold fields, from Chinese shopping malls to Indian hotels, from South African wine country to the boom/bust souks of Dubai, this around-the-world investing field trip explores the nooks and crannies for hidden investment opportunities. World Right Side Up: Investing Across Six Continents is packed with ideas to power your portfolio in the years ahead while teaching you a little fascinating history along the way. Fact is, the world's markets have changed in a big way. For the first time since before the Industrial Revolution, the emerging markets now contribute as much to the global economy as their more well-developed peers. Far from being an anomaly, this state of affairs is more in line with the bulk of human experience. For centuries, China and India were the world's largest economies. And so the world is turning...right side up.

This change creates a wealth of opportunities for investors, in both the emerging markets and developed markets. World Right Side Up is your guide on how to take full advantage of this shift.

  • Provides an entertaining view of various regions visited by the author, including South America, Asia, Africa, North America, and the Middle East

  • Explores specific investment ideas and themes, including opportunities in agriculture, water, energy, infrastructure and much more

  • Includes five key takeaways from each region, an invaluable feature, offering resources to consult for more information and guidance

While some people fear the changes happening now, the reality is that for the forward-thinking investor, these sizable new markets will create extraordinary new opportunities.

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Foreword: Sometimes It's Different
  5. Acknowledgments
  6. Preface: Notes before We Go
  7. Chapter 1: The World Right Side Up
    1. Supercycles: Where We Are Today?
    2. World's Economy Is Bigger—and More Open—Than Ever Before
    3. The Old Silk Road and the New
    4. On Monsoon Seas: A Glimpse of the Future
    5. BRICs...Meet MENA
    6. Snapshots on the Way to a World Right Side Up
  8. Chapter 2: Colombia: In Search of El Dorado
    1. A People of the Mountains
    2. Here Lies Oil
    3. The New El Dorado
    4. More Opportunities in Colombia
    5. If I Had to Buy Only One
    6. Colombian Keiretsu
    7. The Colombia Canal
    8. The Best Economy in Latin America?
  9. Chapter 3: Brazil: The Soil Superpower
    1. Brazil's Meat King
    2. Brazil's Rising Affluence
    3. Buy the One Thing Brazil Needs
    4. São Paulo: The Economic Heart of Brazil
    5. Meet Mr. Go-Deeper
    6. Florianopolis: Flip-Flops on the Ground
    7. Brazil's Currency “Do-Overs”
    8. The Caipirinhas Crisis
  10. Chapter 4: Nicaragua: This Side of Paradise
    1. Central America's Rising Star
    2. Granada: Oldest City in the Americas on Another Upswing
    3. León: How to Live Well in the Old Capital on $2,000 a Month
    4. Riches from the Land of Lakes and Volcanoes
  11. Chapter 5: China: Crisis and Opportunity in the Middle Kingdom
    1. Old Beijing's Last Days Make Way for New
    2. The Rise of the Asian Consumer
    3. Selling Clean Water to the Chinese
    4. One Thing Plagues China's Growth More than Any Other
    5. Meet the Water Queen
    6. Side Trip to Hong Kong...and a Cautionary Tale
    7. The Chinese Renminbi
    8. Why Coal Prices Will Soar
    9. The “Chinese Ethanol”
    10. China's Manufacturing Prowess: Geeks with Guts
    11. China Takes the Ruhr
    12. What about the China Bubble?
    13. Visit to the Cai Bai Gold Market
    14. China Forecast: Cloudy with a Chance of Rain
    15. The Adventures of Carl Crow
  12. Chapter 6: India: Don't Drink the Tap Water?
    1. Still, It's Tough to Invest in India
    2. Indian Summer
    3. India's Real Economy—Not What You Think
    4. Rajasthan's Oil Prize and India's Energy Needs
    5. The Malabar Coast
    6. Mega Money Enters India's Housing Market
    7. The View from Hyderabad
    8. Buying Gold in Mumbai
    9. Crop Prices Matter Here
  13. Chapter 7: The Emirates: Penthouse Gypsies
    1. Dubai Circa 2007: Boomtown, Arabia
    2. Dubai 2009: The Bust
    3. Abu Dhabi—One of the Richest Places on Earth
    4. Dubai's Debt Crisis
    5. The Future of Dubai
    6. What the Emirates Need
    7. Why Dubai Still Matters
    8. The Story of Ibn Battuta
  14. Chapter 8: South Africa: Rainbow Capitalism
    1. Johannesburg: The City Built on Gold
    2. The Chinese Beat Me to It
    3. In Search of African Rainbows
    4. Postcard from Cape Town
    5. Cape Town's Biggest Industrial Site
    6. My Favorite Way to Play Africa
    7. Bet on the Inevitable
  15. Chapter 9: Down Under and Beyond: Australia and New Zealand
    1. The Middle East of Gas
    2. The Case for LNG
    3. Front Line on Ag Investing: Melbourne
    4. On to New Zealand
    5. Investing Advice under a Pohutukawa Tree
    6. New Zealand's Economic Place in the World
  16. Chapter 10: Southeast Asia: Travels Through Thailand, Cambodia, and Vietnam
    1. Bangkok: From Behind the Floodwaters
    2. The Warren Buffett of Thailand
    3. Cambodia: Kingdom of Wonder
    4. Phnom Penh: The Pearl of Asia
    5. Leopard Capital: Visionary Investors of Frontier Markets
    6. The Ruins of Angkor, Tonle Sap, and the Mekong
    7. Vietnam: A Country, Not a War
    8. Hanoi: City of Lakes
    9. The Adventures of Mr. Shaplen
  17. Chapter 11: Other Places, Other Opportunities: Mongolia, Argentina, Russia, Turkey, and Central Asia
    1. Argentina: Ruining a Good Thing
    2. Mother Russia: Full of Surprises
    3. Central Asia: History's Geographical Pivot
    4. Turkish Delights
    5. Economic Impressionism in the Dark Corners
  18. Chapter 12: Canada: A Breadbasket's Great Comeback
    1. Double Your Money on Cropland
    2. Canola: Canada's Most Valuable Cash Crop
    3. The Topsoil Crisis
    4. Outpace Inflation with Farmland Investing
    5. The Case for Pulses
    6. Bringing Crops from the Producer to the World
    7. The Toll Road for Grains
    8. Of Course, There's More to Canada than Saskatchewan
  19. Chapter 13: The United States of America: Home Again
    1. The Greatest Resource Shortage You've Never Heard of
    2. Reporting from Bear Lake
    3. Rocky Mountain Coal Meets Steel Demand
    4. Journey to Cook Inlet
    5. Rocky Mountain Speculation: The Bakken
    6. The Shale Gas Revolution
    7. Windfall Profits in American Agriculture
    8. Still a Nation of Builders
    9. American Aviation Taking Off
    10. Top-Secret America
    11. American Homes: Buy
    12. Thrifty Deals
    13. The Best Investments for the Next 50 Years
  20. Chapter 14: An Investor's Guide to the World Right Side Up
    1. Another Way to Invest in S-Curves
    2. Envoi
  21. About the Author
  22. Index