Posted by ray@lcorn on January 16, 2007 at 15:08:28:
Hi John,
The book I mentioned is “America Alone” by Mark Steyn. It’s about how global demographics will drive change in the next two decades… who’s hot, who’s not, and why.
Russia is the posterchild for a population in severe decline, and a very unstable political system with a severe bent toward nationalization of private assets. My guess is you will have a hard time raising much serious interest for any type of project there for the time being.
China is a different story. The book examines that population in detail as well. You will find a more receptive audience to investing there than other Asian countries. But the real growth is in India. Stable government, growing population, rapid techonogical advance, and developing capital markets on par with the west.
For additional in-depth analysis I would also suggest reading the Asia report at Stratfor, at www.stratfor.com.
Good to see you in Atlanta… give me a call when you get a chance.
ray