Since the emerging market bottomed on October 27, 2008, we're UP 98% on our ENTIRE portfolio! Since the emerging market bottomed on October 27, 2008, we're UP 98% on our ENTIRE portfolio! 
If you’re like 99% of U.S. investors, I already know the answer. But it’s not too late to join the elite 1%... those who already know how easy it is to invest in Asia... those who already recognize that Asia will lead us out of this global recession... those who are already up 98% since October 2008... those who are NOT satisfied with the 2% returned by the S&P in that time.
300% Gains In The Next Two To Three Years
You may have missed the first 98%, but this is chump change compared to what’s coming down the pike. Unlike other markets, the Asia index hasn’t retested its lows. And it’s now at the beginning of a parabolic upward curve that will deliver, in China’s case, 300% + returns for savvy investors over the next few years.
China will be the main driver. More specifically, the demand from their local markets is the hidden recovery story that is starting to unfold. Domestic demand is only 36 percent of China’s GDP, a miniscule share compared to that of India (55%) or the U.S. (70%).
In addition to that huge growth opportunity, domestic retail sales have stayed in double digits even as the global economy collapsed. And those retail numbers don’t even take into account rural sales, which also have been growing steadily. In fact, China is now doing everything in its power to further boost the economy in its rural areas. And its plan is working. Meanwhile, retail sales growth in the U.S. is down 17 % on a monthly basis!
On top of all that, the Chinese government’s debt is only about 18% to 20% of GDP, which means that a LOT more can be accomplished without straining the system.
Furthermore, China recently passed a $600 billion stimulus package, representing a staggering 15% of GDP. And unlike the U.S. plan, the Chinese plan will actually stimulate.
American businesses agree: Caterpillar, a stalwart of American industry for more than a century, recently stated that the U.S. stimulus plan is “rather disappointing when compared to the funds shelled out for such projects in other countries around the world. In fact, China’s economy is roughly one-third the size of the United States, yet [is] allocating over three times as much for infrastructure projects.”
The Chinese Stimulus Will Deliver
You Profits From Three Main Sectors…
• Infrastructure: China is the epicenter of infrastructure spending. The government’s plans call for achieving an urbanization ratio of about 65 percent in the next 15 to 20 years. This means that 350 million people will be added to China’s urban population.
It’s been calculated that this will require construction of 700 to 900 gigawatts of new coal-fired power generating capacity, 28,000 kilometers of metro rail, 5 billion cubic meters of road, and almost 40 billion cubic meters of floor space, which will require the construction of between 20,000 and 50,000 new skyscrapers.
These are staggering numbers, and if China comes even remotely close to achieving its goals—and we’ll be monitoring its progress—the profits from the companies I recommend will be of unprecedented proportions.
Get a sneak preview now of which Chinese companies will benefit the most. It’s all revealed in my just-released Special Report, 5 Chinese Companies Set to Skyrocket from the Stimulus. My favorite play produces the heavy machinery that will make it all possible.
Their stock is up 70% since the March lows. And the returns will only grow stronger as investors start to realize the magnitude of China’s economic strength in 2009 and beyond.
• Real Estate: The Chinese are now committed to propping up the real estate market with tax incentives and low interest rates. Not only does that create jobs in construction and related sectors, but it creates demand for household furnishings and goods (materialism is cross-cultural!)
Read my Special Report today to uncover the Hong Kong real estate giant (up 55% in the past three months) that is making big profits not only from China’s real estate boom, but also Hong Kong’s revitalized domestic real estate market.
• Healthcare: China is now moving from a purely free-market healthcare system (you pay out of your own pocket) to a social insurance model. The big difference in China is that their government can actually AFFORD it because of their massive currency reserves. They won’t need to hamper growth with tax hikes.
In addition to sales growth for medical devices, pharmaceuticals and so forth, local consumption rates will also heat up as a result. Imagine... the Chinese will now be able to buy TVs instead of having to pay for tonsillectomies.
Discover the Chinese medical device maker that is already up 30% in the past three months. Their market position is strong and the institutional money is on their side.
Get full details on all three stocks (plus two more!) in my just-released Special Report, 5 Chinese Companies Set to Skyrocket from the Stimulus.
Investing in Greenbacks Gives You An Extra Kick
Just in case you don’t think the lucrative returns from the Chinese stimulus are exciting enough, you’ll also stand to reap a windfall from the foreign exchange. Since the U.S. market bottom in early March, the Asian markets are solidly outperforming the U.S. market.
In local currency…
India is up 40%... Korea is up 30%...
Indonesia up 42%... and Taiwan up 40%
But the exchange rate for U.S. based investors added a little EXTRA to the bottom line.
In dollar terms…
India is up 50%... Korea is up 61%...
Indonesia up 60%... and Taiwan up 48%...
all while the S&P 500 has managed a mediocre 34% gain.
Asian markets typically perform better when the US dollar is relatively strong or strengthening. But even when the dollar is on an orderly downtrend, Asian markets provide solid returns.
For now, you should expect that the dollar will remain in a trading range. The U.S. dollar’s stability is in everyone’s best interest.
The Right Stuff At The Right Price
In the past few weeks alone, massive capital inflows have returned because emerging markets are the only places investors are making real profits.
And the money will keep returning because the trend is up for a long time to come.
But Why Listen To Me?
I’m not usually one to toot my own horn, but these are extraordinary times, and you need to know which horse you’re hitching your cart to. Here’s just a few of my recent moves that made my subscribers rich or at least kept them from sobbing with their neighbors:
At the same time I offered some immediate shorter term action to hedge long positions.
On October 28, 2008, I sent out a Flash Alert just one day after the emerging markets hit rock bottom. After profiting from the carnage for almost a year, I told my subscribers to jump back in to long positions:
But How Much Has the Entire Portfolio Returned?
I know Asia, and it’s for real. No longer can you afford to view it through some backwater prism. At an absolute minimum, you need some investment in these explosive markets to diversify your U.S. exposure. China, India and the rest of Asia no longer bear more risk than investing in the U.S. markets. In fact, the U.S. has now become the risky bet.
Start profiting today with me and my loyal readers by subscribing to Silk Road Investor. We are experienced investors who understand the big picture and the smart way to make big money over the next few years. We maintain a balanced portfolio that can endure any short-term volatility and is continually on the right side of the global secular trend.
So take a few months to give the Silk Road Investor a try. There’s a 100% Money-Back Guarantee if you don’t like it for any reason.
3 FREE Reports To Get You Started
Good Deal. Order your 1-year subscription today and you can instantly download:
FREE Bonus Report #1: 5 Chinese Companies Set to Skyrocket from the Stimulus
Infrastructure will remain one of the most important investment themes for the foreseeable future. It’s a global story, but the rapid urbanization of China makes it the most compelling profit opportunity for years to come.
The five picks in this bonus report stand to gain the most as China converts its economic growth model from exports to domestic demand. Don’t get left behind!
Best Deal! Order a two-year subscription (with the same full-refund guarantee) and you’ll get a one-time only 32% discount for both years, plus two more reports:
FREE Bonus Report #2: First-World Winners: The Sleeping Giant That China Is Waking Up
Developing countries will have most of the fun at first. But one First World country stands to benefit big-time in short order. This ignored economy is coming back from the dead. Their house is in order, and they’re starting to outperform again.
Discover why and how to reap the biggest rewards over the next 3-5 years.
FREE Bonus Report #3: 10 Asian Stars Leveraged to the New Asian Century
Mark my words... Asia will be the economic engine of the 21st Century. Since the Asian crisis of 1997, Asian markets have turned in stellar performances and their economies are now much stronger than the “developed world”. Ten years ago, these economies had current account deficits... now the majority of them have current account surpluses.
Furthermore, their share of the global economy has grown from 31% in the early 1990s to 40% today. Given that their economic transformation is still in the early stages, expect these numbers to continue to improve over time.
This total transformation in the region has already handed investors massive profits, but the next round will be even more rewarding as other investors start to realize the huge potential.
This bonus reports gives you the low-down on the ten best Asian companies outside of China that stand to reap huge profits from this Asian transformation.
Get the Full Portfolio of My
Current Recommendations...
If you agree with even part of my reasoning I urge you to get started with Silk Road Investor and see for yourself why my readers consider it the most comprehensive—and rewarding—advisory anywhere.
Investing in the right markets dotting the new Silk Road will make you more money in the coming years than you’ll get in the United States If you don’t agree, simply cancel at any time for a full-refund; no questions asked! Try a risk-free subscription today.
First, I’ll send you free copies of the three special reports I mentioned earlier:
These money manifestos describe in full detail every opportunity I’ve mentioned here today. They will open your eyes to a world of profits that most investors never see.
You’ll Hear From Me Whenever Opportunities Knock
Silk Road Investor is an electronic publication, designed for the 21st century investor and delivered online. Just like a traditional paper newsletter, you get articles, portfolios and special reports. Unlike paper-only publications, you don’t have to wait a month for the next issue, plus you have instant access to all past advice.
I’ll post a new article on my web site each week and notify you by email at that time. And if the markets start going crazy or if an irresistible opportunity pops up out of the blue, I’ll e-mail you immediately with a simple plan of action. If you need anything else, you can always call or e-mail me and I’ll be happy to help you in any way I can.
You’ll Get a Lean List of Choice
Stocks for the Long Haul
My portfolio gives you a straightforward list of 10-20 stocks with specific buy prices... all allocated to slash your risk. Each one is positioned to profit from a long-term trend—ideal for “buy and hold” investors who want to reap life-changing wealth.
And you’ll get paid well for your patience, believe me. Many of the emerging markets we’ll focus on pay much higher dividends than most “developed” markets. The average stock in Taiwan yields 6%. (Remember, that’s just the average!) Stocks in The Philippines yield 5%. And even after running up 50% since the lows this year, Singapore stocks still throw off dividends of 5%.
Compare that to the paltry 3% yield of the S&P 500.
No matter how exotic some of my recommendations might appear, I promise you that every one of them will be as easy to buy as a share of IBM. And I religiously follow how my recommendations perform in the market. So you always know exactly how well I’m producing for you.
So what do you say? Are you ready to join me in finding growing markets on today’s Silk Road? Like India, which is up 50% this year? Or Korea, which is up 61%... Indonesia, up 60%... or Taiwan, up 48%... all while our own S&P 500 eked out a 34% gain?
Act Now and Save Up to $321
Other investment “services” charge as much as $5,000 a year and you get nowhere near the level of hand-holding I believe in providing my subscribers. The regular price for Silk Road Investor is only $500 a year. A bargain, certainly, considering all the money it has made—and will make—for investors.
But if you act now—while our introductory trial offer is still in effect—you can get a no-risk one-year subscription for just $399. A $101 savings. Or, you can save even more by taking advantage of our two-year subscription offer for only $679. That’s a savings of $321 off the regular subscription rate!
Plus, you don’t have to risk a single dime because of my Silk Road Investor...
100% Money-Back Guarantee
Take three months to examine Silk Road Investor. If it’s not what you want, I’ll rush you a 100% refund. You keep the special reports with my compliments. (After the first three months, you still have a pro-rated refund for the entire term of your subscription.)
If you agree with anything I’ve said so far, you should really get the whole story. Join today and download the package of reports explaining how to exploit the lucrative opportunities the recovering global economy is unleashing.
Let me show you a world of gains that make domestic returns look puny in comparison. While U.S. stocks continue to stumble, we’ll be in stocks that will easily grow 300% over the next few years.
And best of all, you risk nothing by giving it a try.
So please activate your Charter Subscription today!
Wishing you a world of profits,
Yiannis Mostrous
Editor, Silk Road Investor
P.S. Don’t look back years from now when China’s (and many other) stock markets are 10 and 20 times bigger and wish you had acted. Make your move now!