Rise of the State, The: Profitable Investing and Geopolitics in the 21st Century

Product Author Bios

Yiannis G. Mostrous is Editor of the Silk Road Investor (www.SilkRoadInvestor.com), a financial advisory dedicated to emerging markets, a field that he has been covering since 2001. He is also an Associate Editor of Personal Finance, a widely circulated financial newsletter. He has been a guest on radio shows around the country and Canada. He is a coauthor of The Silk Road to Riches: How You Can Profit by Investing in Asia’s Newfound Prosperity. He holds an MBA degree from Marymount University.

Elliott H. Gue is Editor of The Energy Strategist, the premier financial advisory dedicated to energy markets, a field he has been covering since 2002. He is also editor of Personal Finance (www.pfnewsletter.com). He is a regular guest on “Clean Skies TV” (www.CleanSkies.com) and on radio shows in North America. He is a coauthor of The Silk Road to Riches: How You Can Profit by Investing in Asia’s Newfound Prosperity. He holds a Masters of Finance degree from the University of London.

David F. Dittman is Editor of the Maple Leaf Memo, a weekly newsletter dedicated to the analysis of the Canadian economy and financial markets. He is also an Associate Editor of Canadian Edge (www.CanadianEdge.com), a financial advisory that identifies investment opportunities in Canada. He holds a juris doctor from the Villanova University School of Law.

If you want to make money in the coming decade, you need to understand the two most powerful trends that are reshaping global markets right now: the growth of emerging economies, and the accelerating influence of sovereign wealth funds. Both trends share one crucial characteristic: they reflect the rising role of government actors, and make it more important for investors to understand geopolitics than ever before. These trends emerged well before the global financial and economic crisis, and that crisis has only strengthened them. In The Rise of the State, three leading investment advisors tell the hidden story of state investment power, and offer more than 70 specific investment recommendations you can start profiting from right now. The authors illuminate trends ranging from the new rise of Asia to the massive migration of individuals to cities worldwide - identifying implications and opportunities in areas ranging from energy to water, healthcare to education. You'll find powerful new insights into the surprising - and mostly positive - impact of sovereign wealth funds both within and outside the U.S. You'll also learn how to ride alongside these funds, understand their goals and strategies, and invest in the companies and industries they've identified as offering the greatest potential.

Table of Contents

Introduction    1

Chapter 1: Tectonic Shifts    9

Chapter 2: The Wealth of Sovereigns    27

Chapter 3: The Road to Pan-Asia    47

Chapter 4: Rumble in the Jungle    67

Chapter 5: A New Oil Age    83

Chapter 6: To the Ends of the Earth    111

Chapter 7: Natural Gas: The 21st-Century Fuel    135

Chapter 8: Coal: The World’s Workhorse    163

Chapter 9: The Other Energy    181

Chapter 10: Water Is Money    199

Chapter 11: Back to the Future    221

Chapter 12: Age, Youth, and Upward Mobility    239

Chapter 13: The Asian Frontiers: Mongolia, Cambodia, Vietnam    261

Index    281