- Created on Thursday, 28 July 2011 14:28
- Written by Sara Nunnally, Managing Editor, Smart Investing Daily
- Hits: 2254
Yesterday I was sitting in my favorite Indian restaurant. I don't get to go there often since we've moved all the way out to the farm. They have the best paneer masala...
Now, I haven't had the chance to try it in India, mind you. Taipan has not sent me there yet. But I've been watching as stories about India pop up all over the place.
I might have to talk our executive publisher into letting me take one more trip...
It was actually a census update published on Time.com that grabbed my interest. The article said, "India will be the most populous nation [in 2050], surpassing China sometime around 2025."
I see an interesting investment trend... one that can be exploited for the next 20 years.
India's population could soar to 1.656 billion by the year 2050.
Those people will need a lot more food and energy. Commodities are one of the best places to look for an investment opportunity in India.
Last Wednesday, Russia's Gazprom signed a 25-year agreement to provide liquefied natural gas (LNG) to Indian Oil Corporation, Ltd. It's the fourth agreement Gazprom signed with Indian companies this year.
These deals could be worth more than $90 billion, and that's just for starters.
There's talk of a sovereign wealth fund (SWF) to help finance energy deals. Folks are worried India is falling behind China as it builds its foreign energy supplies, particularly in places like Africa.
Not everyone in the Indian government wants an SWF. That's why the idea is still in the proposal stages. It's a real possibility, though.
We can take advantage of the idea India needs energy supplies.
One of the most profitable areas of the energy sector will be nuclear power. According to BBC News, India's nuclear power market is estimated to be around $150 billion.
That market is now open to investors. India's lower house of parliament passed a law last year that opens the door for private investments in the nuclear market.
India's going to need all the help it can get. It has an ambitious plan to build 30 nuclear plants in the next 30 years. Nine countries signed deals with India to help build its nuclear power market.
This is going to be a big area of investment, and a long-term trend to keep coming back to.
(Don't forget to sign up for Smart Investing Daily and let me and fellow editor Jared Levy simplify the market for you with our easy-to-understand articles.)
Another area we should look at is consumer spending.
India's middle class is growing, and they like to spend their money.
Ford (F:NYSE) has a second Indian production plant in the works. The plant will cost $1 billion and create 5,000 jobs. Production could start in 2014. Ford sold more than 95,000 cars in India between April 1, 2010, and May 31, 2011.
Not bad for one plant...
Unilever, plc (UL:NYSE) makes consumer goods. It is already a powerful company in India. Now it's looking to media and technology. Almost half of India's citizens are under 25 years old. There is huge potential in India's youth population.
Unilever could make big investments in things like information technology and brand promotion.
India's population isn't supposed to jump ahead of China's until 2025, but companies are already getting a head start in this growing country.
The BBC's Soutik Biswas says that India has more than 800 million telephone subscribers and produces more than 3 million passenger cars. Domestic air travel is six times higher now than 20 years ago.
I see India as a kind of safety bunker against the U.S.'s crushing money crisis... And I'm not the only one.
An interesting report from India's Table Tennis Federation (via Reuters):
Table Tennis Federation of India (TTFI) officials were rather bemused when the Swedish coach they recently approached demanded payment in Indian currency and not in American dollars.
Anders Johansson's argument was the dollar had been losing steadily to the Swedish crown and the steadier Indian rupee was a better option.
This reminds us of when that Brazilian supermodel wanted to be paid in euros back in 2007.
The U.S. dollar has fallen almost 10% against Sweden's krona in the past year. India's rupee has lost less than 7% against the krona.
This is just another example of how shaky the U.S. economy is. When Swedish ping-pong coaches won't take dollars, we know we're in trouble.
India is just one of the safety bunkers I'm researching for this year's conference in Las Vegas. Taipan Publishing Group's Money Crisis Survival Summit will show you how to protect yourself during the biggest shift of wealth the world has ever seen.
The money crisis won't wipe out trillions of dollars. The money will just change hands. And that means you can be ready to take advantage of this transfer of wealth...
If you know where it's headed.
P.S. Understanding what lies ahead and knowing how to take advantage of it is what our Money Crisis Survival Summit is all about. I want to show you more about this conference, and how important it is for you to attend. I'm attaching a short video for you. Take a few minutes and watch it -- it isn't long.
If you're determined to protect your wealth from the coming money crisis, you need to start planning for your survival now.
Article brought to you by Taipan Publishing Group. Additional valuable content can be syndicated via our News RSS feed. Republish without charge. Required: Author attribution, links back to original content or www.taipanpublishinggroup.com.
Other Related Sources: