Silk Road to Riches: How You Can Profit by Investing in Asia's Newfound Prosperity

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

Yiannis G. Mostrous is associate editor of Wall Street Winners, a financial newsletter that has been rated #1 by The Hulbert Financial Digest, and of www.GrowthEngines.com, an online financial journal dedicated to global markets. Formerly an analyst with Finance & Investment Associates and Artemel International, he has worked in international project financing and venture capital financing. He holds an MBA from Marymount University.

Elliott H. Gue is editor of The Energy Strategist, the premier financial advisory dedicated solely to covering the complex energy markets, a field he has been covering since 2002. He has been featured as a guest on Bloomberg Television and has been a regular guest in radio shows around the country. He is also an associate editor for Personal Finance. He holds a Masters of Finance degree from the University of London and a Bachelor of Science degree in Economics and Management from the University of London.

Ivan D. Martchev is editor of Wall Street Winners and associate editor of Personal Finance, which has been recognized by the Newsletter and Electronic Publishers Association as one of the nation's best financial advisory newsletters. He is also editor of the financial weblog www.attheselevels.com and www.GlobalViewPoints.com, a free weekly e-mail journal that provides commentary on the stock market, as well as bonds, commodities and currencies. Mr. Martchev has also been a frequent guest on many radio shows. 

The authors' commentaries have been published by Barron's, Forbes.com, and Marketwatch.com from Dow Jones.