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| 作者简介： Aaron Chaze is President of Midas Touch Global Markets, a Toronto based investment research and analytics firm, that provides customized, investment research to hedge funds, investment banks and asset managers in the US and Canada. He is also the founding managing editor of The Midas Touch a monthly e-magazine covering lucrative investment opportunities globally but with a special emphasis on the opportunity in India. He has spent the last 15 years analyzing and commenting on Indian equities; first as a financial journalist and then as an equity analyst. He was a vice president with two blue chip Indian firms, Kotak Securities and CRISIL. He lives and works in Toronto, Canada with his wife and two children. |
| Acnowledgements. Introduction. Section Ⅰ: The Investment Canvas Chapter 1: What is driving the surge of opportunity in India and the opportunity for investors Chapter 2: The Intellectual Structure and Framework of the Indian Economy: A historical and contemporary perspective Chapter 3: Change Catalysts: Corporate Governance, cost of capital and the emergence of value Chapter 4: The Landscape of political reform and diminishing risk Section Ⅱ: A Guide to Wealth Creation in India Introduction: Investing in India: A brief Introduction Chapter 5: Privatization: A Capital Question Chapter 6: The Old World: Commodities and the making of Indian blue chips Chapter 7: The New World: Fruits of Liberalization Chapter 8: The Future World: Opportunity Unbound Section Ⅲ: Oppportunities and threats Chapter 9: India and its approach to energy security Chapter 10: India Vs China: Creating a sustainable advantage Chapter 11: A compass for the future Bibliography Appendix Index |
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