Contents
Foreword: Sometimes It's Different
Chapter 1: The World Right Side Up
Supercycles: Where We Are Today?
World's Economy Is Bigger—and More Open—Than Ever Before
On Monsoon Seas: A Glimpse of the Future
Snapshots on the Way to a World Right Side Up
Chapter 2: Colombia: In Search of El Dorado
More Opportunities in Colombia
The Best Economy in Latin America?
Chapter 3: Brazil: The Soil Superpower
Buy the One Thing Brazil Needs
São Paulo: The Economic Heart of Brazil
Florianopolis: Flip-Flops on the Ground
Chapter 4: Nicaragua: This Side of Paradise
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
Side Trip to Hong Kong . . . and a Cautionary Tale
China's Manufacturing Prowess: Geeks with Guts
Visit to the Cai Bai Gold Market
China Forecast: Cloudy with a Chance of Rain
Chapter 6: India: Don't Drink the Tap Water?
Still, It's Tough to Invest in India
India's Real Economy—Not What You Think
Rajasthan's Oil Prize and India's Energy Needs
Mega Money Enters India's Housing Market
Chapter 7: The Emirates: Penthouse Gypsies
Dubai Circa 2007: Boomtown, Arabia
Abu Dhabi—One of the Richest Places on Earth
Chapter 8: South Africa: Rainbow Capitalism
Johannesburg: The City Built on Gold
Cape Town's Biggest Industrial Site
My Favorite Way to Play Africa
Chapter 9: Down Under and Beyond: Australia and New Zealand
Front Line on Ag Investing: Melbourne
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
Leopard Capital: Visionary Investors of Frontier Markets
The Ruins of Angkor, Tonle Sap, and the Mekong
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
Economic Impressionism in the Dark Corners
Chapter 12: Canada: A Breadbasket's Great Comeback
Canola: Canada's Most Valuable Cash Crop
Outpace Inflation with Farmland Investing
Bringing Crops from the Producer to the World
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
Rocky Mountain Coal Meets Steel Demand
Rocky Mountain Speculation: The Bakken
Windfall Profits in American Agriculture
The Best Investments for the Next 50 Years
Chapter 14: An Investor's Guide to the World Right Side Up