61% of the World's Population

Asia - It is estimated that Asia will be home to a staggering 61% of the world's population by 2020. The ramifications of this massive demographic and economic shift are mind boggling. One thing is for sure...their demand for natural resources shows no end in sight. The rise of a middle class, and the massive numbers of young people makes it essential that we continue to focus on companies with a global footprint (especially in Asia). More than half my ideas are based in Asia or have big exposure to their markets.