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All these people will demand more of everything. And theyll have the money to pay for it.
Knowing this puts you in a particularly good position. It allows you to profit from the demographic
boom driving India. Even better, you can pump up your returns by investing in the following five demographic dividend kings.
Lets take a look at who they are
INXX tracks the INDXX India Infrastructure Index, which holds 30 leading companies representative
of the countrys infrastructure industry. The funds top 10 holdings include:
1. ACC Ltd., Indias foremost manufacturer of cement and ready-mixed concrete.
2. Ambuja Cements Ltd., a leading cement-manufacturing company.
3. Bharat Heavy Electricals Ltd., a major producer of a wide variety of industrial goods.
4. Tata Power Co., Indias private-power provider.
5. GAIL India, the largest state-owned gas transportation company in the country.
6. Larsen & Toubro, a massive conglomerate that works in power generation, refineries, cement
plants, ship building and information technology services.
7. Jaiprakash Associates Ltd., a diversified infrastructure conglomerate.
8. Jindal Steel & Power Ltd., an Indian steel and energy company.
9. NTPC Ltd., the largest Indian state-owned electric utilities company.
10. Tata Motors, the maker of the $2,700 Nano.
Most of these companies are the infrastructure heavy weights in India. Some are international. Together, they pack the profit punch your portfolio needs.
Action to Take: Keep an eye on the Emerging Global Shares India Infrastructure ETF (NYSEArca:
INXX) but dont buy until we tell you to.
Aside from INXX, there is a second way to profit from Indias pending infrastructure boom
Source: www.foreignpolicy.com
General Electric (NYSE: GE) will be there to help India meet these needs, thanks to its electrical distribution, energy, rail, water and lighting divisions.
But the company wont stop there. It also offers business and consumer financing, its involved in the
aviation business, it develops software, and it makes and sells consumer electronics and appliances. Its
no wonder this company is an earth-rattling, history-making, corporate trailblazer.
It boasts the legacy of being the only 19th century company that still holds a prestigious place on the
legendary Dow 30. Its been there for over a century, and theres every reason it will still be there a
century from now.
5
Action to Take: Watch General Electric (NYSE: GE), but dont buy until we give you further instructions.
Indians will want the color TVs, the hi-tech DVD players, and heavy-load washing machines. Theyll
want art-like air conditioners, stylish microwaves and refrigerators, and trendy mobile phones
And LG Electronics will be the one to give it to them.
Take a look at the following two consumer demand curves. They illustrate how people tend to buy
more washing machines, TVs and cellphones the older they get. See how they reach the peak of their
spending on such items when theyre in their 40s.
Where you see those red circles, those are the ages where we tend to buy more of a particular product.
We use cell phone services more and more between the ages of 20 and 50. Then, as we age, we use
those services less.
The booming Indian demographic is right at the beginning of that demand curve. They are heading
into a time in their life when theyll use cell phone services more. And as they move into cities, theyll
have more means to use such services.
The same will apply when Indian consumers begin buying color TVs and DVD players.
Not only does LG Electronic deliver these kinds of products but it is positioning itself to give millions of Indians who are heading into their peak-spending years exactly what they want.
WARNING! Timing is crucial when you invest in emerging markets. While we point these investments
out to you now, we are not recommending you buy immediately. These markets will first experience a
second collapse (due in the next few months) before theyre ready to make you money.
We will tell you when to get into these dividend kings in your monthly issues of Boom & Bust. When
we do, youll bank windfall profits.
For now, do not enter these markets until we give you the go ahead.
Publisher.....................................Shannon Sands
Editors.........................................Harry Dent and Rodney Johnson
Portfolio Manager.......................Adam ODell
Graphic Designer........................Bruce Borich
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