Contents

Cover

Title Page

Copyright

Foreword: Sometimes It's Different

Acknowledgments

Preface: Notes before We Go

Chapter 1: The World Right Side Up

Supercycles: Where We Are Today?

World's Economy Is Bigger—and More Open—Than Ever Before

The Old Silk Road and the New

On Monsoon Seas: A Glimpse of the Future

BRICs . . . Meet MENA

Snapshots on the Way to a World Right Side Up

Chapter 2: Colombia: In Search of El Dorado

A People of the Mountains

Here Lies Oil

The New El Dorado

More Opportunities in Colombia

If I Had to Buy Only One

Colombian Keiretsu

The Colombia Canal

The Best Economy in Latin America?

Chapter 3: Brazil: The Soil Superpower

Brazil's Meat King

Brazil's Rising Affluence

Buy the One Thing Brazil Needs

São Paulo: The Economic Heart of Brazil

Meet Mr. Go-Deeper

Florianopolis: Flip-Flops on the Ground

Brazil's Currency “Do-Overs”

The Caipirinhas Crisis

Chapter 4: Nicaragua: This Side of Paradise

Central America's Rising Star

Granada: Oldest City in the Americas on Another Upswing

León: How to Live Well in the Old Capital on $2,000 a Month

Riches from the Land of Lakes and Volcanoes

Chapter 5: China: Crisis and Opportunity in the Middle Kingdom

Old Beijing's Last Days Make Way for New

The Rise of the Asian Consumer

Selling Clean Water to the Chinese

One Thing Plagues China's Growth More than Any Other

Meet the Water Queen

Side Trip to Hong Kong . . . and a Cautionary Tale

The Chinese Renminbi

Why Coal Prices Will Soar

The “Chinese Ethanol”

China's Manufacturing Prowess: Geeks with Guts

China Takes the Ruhr

What about the China Bubble?

Visit to the Cai Bai Gold Market

China Forecast: Cloudy with a Chance of Rain

The Adventures of Carl Crow

Chapter 6: India: Don't Drink the Tap Water?

Still, It's Tough to Invest in India

Indian Summer

India's Real Economy—Not What You Think

Rajasthan's Oil Prize and India's Energy Needs

The Malabar Coast

Mega Money Enters India's Housing Market

The View from Hyderabad

Buying Gold in Mumbai

Crop Prices Matter Here

Chapter 7: The Emirates: Penthouse Gypsies

Dubai Circa 2007: Boomtown, Arabia

Dubai 2009: The Bust

Abu Dhabi—One of the Richest Places on Earth

Dubai's Debt Crisis

The Future of Dubai

What the Emirates Need

Why Dubai Still Matters

The Story of Ibn Battuta

Chapter 8: South Africa: Rainbow Capitalism

Johannesburg: The City Built on Gold

The Chinese Beat Me to It

In Search of African Rainbows

Postcard from Cape Town

Cape Town's Biggest Industrial Site

My Favorite Way to Play Africa

Bet on the Inevitable

Chapter 9: Down Under and Beyond: Australia and New Zealand

The Middle East of Gas

The Case for LNG

Front Line on Ag Investing: Melbourne

On to New Zealand

Investing Advice under a Pohutukawa Tree

New Zealand's Economic Place in the World

Chapter 10: Southeast Asia: Travels Through Thailand, Cambodia, and Vietnam

Bangkok: From Behind the Floodwaters

The Warren Buffett of Thailand

Cambodia: Kingdom of Wonder

Phnom Penh: The Pearl of Asia

Leopard Capital: Visionary Investors of Frontier Markets

The Ruins of Angkor, Tonle Sap, and the Mekong

Vietnam: A Country, Not a War

Hanoi: City of Lakes

The Adventures of Mr. Shaplen

Chapter 11: Other Places, Other Opportunities: Mongolia, Argentina, Russia, Turkey, and Central Asia

Argentina: Ruining a Good Thing

Mother Russia: Full of Surprises

Central Asia: History's Geographical Pivot

Turkish Delights

Economic Impressionism in the Dark Corners

Chapter 12: Canada: A Breadbasket's Great Comeback

Double Your Money on Cropland

Canola: Canada's Most Valuable Cash Crop

The Topsoil Crisis

Outpace Inflation with Farmland Investing

The Case for Pulses

Bringing Crops from the Producer to the World

The Toll Road for Grains

Of Course, There's More to Canada than Saskatchewan

Chapter 13: The United States of America: Home Again

The Greatest Resource Shortage You've Never Heard of

Reporting from Bear Lake

Rocky Mountain Coal Meets Steel Demand

Journey to Cook Inlet

Rocky Mountain Speculation: The Bakken

The Shale Gas Revolution

Windfall Profits in American Agriculture

Still a Nation of Builders

American Aviation Taking Off

Top-Secret America

American Homes: Buy

Thrifty Deals

The Best Investments for the Next 50 Years

Chapter 14: An Investor's Guide to the World Right Side Up

Another Way to Invest in S-Curves

Envoi

About the Author

Index