Excellent presentation by Grant Williams detailing the opportunity available in frontier and emerging markets in what he calls the monsoon area of the Indian ocean and southeast Asia. This reaffirms my view and investment thesis that investing long term in these areas as they modernize and urbanize is the way to fantastic wealth creation.
The facts are there for anyone to see;
China recreating the Silk Road
The New Silk Road Initiative will, however, not only result in an enormous surge in growth for China. With "One Belt, One Road," President Xi Jinping is launching one of the largest development projects in history and offers new perspectives to countries such as Uzbekistan and Tajikistan threatened by terrorism. Indeed, he inaugurates the initiative with a visit this week to Pakistan, where China will invest $45 billion in energy and infrastructure projects.
Indian economy to grow 8.1% in 2015-2016
Even in Africa things are going in the right direction
Some political commentators have called Ethiopia the “African Lion,” a term similar to the “Asian Tiger,” which described Korea during its period of speedy development.