Where In the World Should I Invest: An Insider's Guide to Making Money Around the Globe

232 Pages·2012·1.85 MB·English

by  K. Rahemtulla

Contents
Foreword: Know Where to Look by Bill Bonner
Acknowledgments
Introduction: What You Should Know Before You
Invest
Chapter 1: Journeys to China
The First Journey: Wolong YuYe
The Second Journey: This Time It’s Different
The Third Trip: Fast Forward
Finding Bargains
The Two Towers
The Center of the World
How to Bargain in China
We’ve Got Bad Accounting? You’ve Got WorldCom!
Investing in China
The Top of the First Tier
Chapter 2: India
Chapter 3: Egypt
Chapter 4: Vietnam
Chapter 5: Cambodia
Chapter 6: Thailand
The First Domino
Chapter 7: Turkey
Istanbul
Chapter 8: Singapore
Singapore Girl
Chapter 9: Russia and the CIS
Out of the Frying Pan and into the Fire
Beneath the Amber Curtain
Chapter 10: Brazil
Investor Friendly . . . to a Point
The Sweet Spot in Resources
Chapter 11: Chile
The Reality of Chile Now
Vina del Mar
Shopping in Chile
Chapter 12: Africa
East Africa
Frontier Investing
Fleeting Signs of Success
Investing in South Africa
The Other South Africa
Chapter 13: Central America and Mexico
Costa Rica
Panama
Honduras
The Thailand of the Americas
Dependency Issues
Buying Mexico
Promises, Promises
Chapter 14: Eastern Europe
The Positives
Chapter 15: Argentina
The Naked Eye
A Future Powerhouse
Conclusion: Investing in Emerging Market Stocks
Appendix: World Oil Consumption Chart
Additional Sources
About the Author
Index
“Karim Rahemtulla is at the top of my list whenever I want on-the-ground
feedback on any emerging market. For over two decades now I’ve delighted
in hearing Karim’s first-rate travel experiences to exotic lands. But what I
appreciate most is his brutal candor when it comes to what’s really going on
in a country, from the politics to the local small business owners. Karim’s
teachings of the pitfalls of global investing are a rarity on Wall Street.
Combined with his successful, under-the-radar global profit opportunities—
they are invaluable.”
—Julia C. Guth, Publisher, The Oxford Club Group
“Well versed, well traveled, and well informed, Karim is the ideal guide for
international investing.”
—Keith Fitz-Gerald, Chairman, The Fitz-Gerald Group Chief Investment
Strategist, Money Map Press, Author, Fiscal Hangover: How to Invest in the
New Global Economy (John Wiley & Sons, 2009)
“If there’s one person I would trust on what investments to make outside of
the U.S., Karim would be my go-to guy. The true genius of his travels is the
deep investigative results he comes away with after meeting business insiders,
corporate executives, members of various foreign stock exchanges, and
people in the trenches on the street. Karim gives multiple investing ideas
including mutual funds and ETFs and individual stocks for places all around
the world, including: Southeast Asia, Africa, the Middle East, South America,
Central America, and Eastern Europe. It is fast-paced, well-written, funny,
and truly worthy of your time, and it contains a wealth of information about
where to shop, eat, and stay too! Karim has been in the investing business for
20+ years and his knowledge of global investing is superior to most in the
field.”
—Lee Lowell, editor of The Instant Money Trader newsletter for The White Cap
Research Group and a former NYMEX options market-maker
“Karim is truly a modern day Magellan. Where in the World Should I Invest is
proof positive that his insights into today’s most fertile capital markets
literally have no borders. Thank you, Karim, for sharing such a lucrative
journey with us!”
—Robert Williams, Publisher and Founder, Wall Street Daily
“Take some of the world’s most seasoned investment advice, mix with
decades of globe-trotting, on-the-ground travel, dining, and research, and
you’ll be glued to your chair for hours reading this book. Every traveler who
invests, or every investor who travels, should have this book tucked under his
or her arm when boarding their flight.”
—David Fessler, Energy & Infrastructure Specialist, The Oxford Club
“You’d be crazy to invest in emerging markets without first reading Where in
the World Should I Invest. Not only is it a fun and interesting read, Karim has
had his boots on the ground in the countries he’s written about, met with
officials, and has a unique perspective you won’t find anywhere else. It’s a
must-have for any emerging markets investor.”
—Marc Lichtenfeld, Associate Investment Director, The Oxford Club

Copyright © 2012 by Karim Rahemtulla. All rights reserved.
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Published simultaneously in Canada.
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Library of Congress Cataloging-in-Publication Data: Rahemtulla, Karim.
Where in the world should I invest : an insider’s guide to making money around
the globe / Karim Rahemtulla.
p. cm. — (Agora series; 69)
Includes index.
ISBN 978-1-118-17191-2 (cloth); ISBN 978-1-118-22678-0 (ebk); ISBN 978-1-
118-23990-2 (ebk); ISBN 978-1-118-26453-9 (ebk) 1. Investments, Foreign. 2.
Investments. I. Title.
HG4538.R24 2012
332.67'3—dc23 2012003554
For Isabel and Gabriela—the loves of my life. One of life’s greatest gifts is the
gift of travel . . . embrace each opportunity to do so.