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.
Autorentext
Christopher Mayer worked for a decade as a corporate banker before founding the newsletter Capital & Crisis in 2004, and later Mayer's Special Situations. His one-of-a-kind research goes out to over 20,000 readers worldwide. You'll find Chris as a regular columnist at the Daily Reckoning and oft-quoted at MarketWatch. He's been a guest on Forbes on Fox, CNN Radio, CNBC, and other TV and radio programs. He travels the world looking for the absolute best deals, and shows his readers how to get in (and out) of the market's most attractive investments. In 2008, he published his first book, Invest Like a Dealmaker: Secrets from a Former Banking Insider.
Zusammenfassung
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.
Inhalt
Foreword: Sometimes It's Different vii
Acknowledgments ix
Preface: Notes before We Go xi
CHAPTER 1 The World Right Side Up 1
CHAPTER 2 Colombia: In Search of El Dorado 25
CHAPTER 3 Brazil: The Soil Superpower 45
CHAPTER 4 Nicaragua: This Side of Paradise 65
CHAPTER 5 China: Crisis and Opportunity in the Middle Kingdom
75
CHAPTER 6 India: Don't Drink the Tap Water? 105
CHAPTER 7 The Emirates: Penthouse Gypsies 125
CHAPTER 8 South Africa: Rainbow Capitalism 143
CHAPTER 9 Down Under and Beyond: Australia and New Zealand
163
CHAPTER 10 Southeast Asia: Travels Through Thailand, Cambodia,
and Vietnam 183
CHAPTER 11 Other Places, Other Opportunities: Mongolia,
Argentina, Russia, Turkey, and Central Asia 209
CHAPTER 12 Canada: A Breadbasket's Great Comeback 227
CHAPTER 13 The United States of America: Home Again 247
CHAPTER 14 An Investor's Guide to the World Right Side Up
283
About the Author 291
Index 293