I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.
Our long-term investment themes
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Rise of the East
Strictly speaking the growing influence of emerging economies is not confined to the East but can also be observed in other parts of the world, most noticeably in Latin America. However, nowhere is it more evident than in Asia.
Large infrastructure projects are leading to an almost endless appetite for industrial commodities. Meanwhile, rising living standards are resulting in growing demand for luxury goods such as electronics and cars. In China alone, there are now more households with a disposable income in excess of $10,000 than in the United States.
On the other hand, many commodities can, and will be, substituted, as commodity prices surge. One commodity which cannot easily be substituted is food. As living standards around the world improve further, demand for animal protein will grow, which will lead to a dramatic increase in demand for those grains that are used to feed the livestock. Grain prices are thus likely to remain in an uptrend for years to come.