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THEMES
Restructuring Japan
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Overcoming Traditional Beliefs
The Changing Face of Japanese Corporate Culture
The 6 Major Post-War Keiretsu
Death of the Keiretsu and the Lost Decade
Collateral Collapse
The Long Slide into Recession
The Need for a Revamp of Corporations
3 Types of Reorganization Plan
Shifts in Attitude
Post Restructuring Environment
Non-Performing Loans are Normalizing
Tokyo Commercial Land Prices
Return on Assets at 20-Year Highs
The Way Forward Investment Opportunities
Benefitting from the Asia Boom
Japan's Trading Partners
Successful Re-emergence from Reorganization
Sector & Stock Beneficiaries
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
Supply Inelasticity
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Intro: A Little 'Econ 101'
How Prices are Set
So Inelastic is...?
Enough 'Economics for Dummies'!
Prime Example: Oil
What Is 'Hubbert s Peak'?
Dwindling Supplies, the US Example
Fossil Fuel Dominance
Demand is Growing
Demand Will Outstrip Supply
Global Population Expansion
Projected Population Change by Country
Beyond Oil
The Vast Majority of Water is Not Safe
The List Goes On
The Baltic Dry Index
Beneficiaries
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
REFERENCE DOCUMENTS
Sprott Asset Management Sept 2009
Energy & Alternatives
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Investment in Energy
Fossil Fuel Dominance of Current Global Energy Supply
Dwindling Supplies the US Example
What is 'Hubbert s Peak'?
Demand is Growing
Growing Reserves, But Where?
Who's Pumping the Oil?
Who's Processing the Oil?
Who's Getting the Job Done?
Demand Will Outstrip Supply
Traditional Sources Will Not Be Enough
What are the Alternatives?
Beneficiaries
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
Emerging Middle-Class
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Demographic Trends
Global Population Expansion
Generational Groups
Ethnic Background of the USA
Integrated Global Society
Two-Income Household Boom
Technology - Global Wealth
Emergence of Middle-Class
Emerging Middle-Class by Number
Changing Face of China
Conclusions
Beneficiaries
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
Global Outsourcing
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Outsourcing is here to Stay
Why Outsource?
Approaches Vary Not One Size Fits All
Progress on Outsourcing
Outsourcing is Not Without Obstacles
Increased Outsourcing in the Future is Inevitable
Changing Location of a Skilled Workforce Favors Outsourcing
Technological Advances Continue to Support Outsourcing
Global Outsourcing Market by Segment
Future Growth
Why is India Currently so Popular?
Potential Pitfalls in India
China New Kid on the Block?
Conclusions
Beneficiaries
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
Ageing Population
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Demographic Trends Point to ...
Global Population
Global Population Trends
World Population Growth
Global Population Expansion
World Population Clock
Uneven Growth
Projected Population Change by Country
Declines Across the Board
Births: The Net Result
Upward Trend in Life Expectancy
Population Distribution
Ageing
The Impending Retirement Boom
The World s 15 Oldest Countries and the USA
Projected Growth in Retirees
The China Syndrome
China s Age Distribution
Cultural Shifts Emerging in Japan
The 'Feminization of Ageing'
Percent Widowed
Example: Canada
Urbanization
Hot in the City
Urbanization Shift
Conclusions & Opportunities
Investment Opportunities
Sector & Stock Beneficiaries
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
Developing China
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Political, Demographic and Economic Shifts
Political Shifts
Twin Considerations
Demographic Shifts
China's Age Distribution
Population Growth is High
Population Clock
Growing Old
Economic Shifts
Growing Fixed Capital Formation
Trade Surplus
High Relative Balance of Payments Surplus
Recap
Investment Implications
Beneficiaries - Global Large-Cap
Beneficiaries - Domestic Players
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
Water Shortages & Ecology
DESCRIPTION OF THEME
NEWS FROM OUR ADVISORS
NEWS ON THEME
Two Key Problems to Address
Universal Access to Clean, Safe Water in 21st Cent.
The Vast Majority of Water is Not Safe
Sanitation Must Be Improved
Health Consequences of Sub-Standard Water
Divergent Uses of Water
The Diversity of Global Water Consumption Patterns
Future Water Usage
Shortages An Impending Crisis
Addressing the Upcoming Crisis
Annual Private Investment in Infrastructure
Enormous Spending is Afoot
Beneficiaries
UNIVERSE OF COMPANIES
PERFORMANCE
SOURCE INFORMATION
FUNDS
Fact Sheets
October 2009
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October 2006
July 2006
April 2006
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NEWS & ORGANISATION
NEWS
Supply Inelasticity Theme (2008 June)
Gold and Gold Related Equities (Sept 2007)
Global Thematic Investing 2007
On Target Newsletter re Global Themes
Warren Buffet's letter
The World in 2050: PWC Report
Africa Banking
ORGANISATION
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Why We Invest According to Global Themes
FAQ
Contact Us
Humour
THEMES // RESTRUCTURING JAPAN // NON- PERFORMING LOANS ARE NORMALIZING
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Non-Performing Loans Are Normalizing
// NPLs IN TRILLIONS OF YEN; RATIO OF NPLs TO TOTAL
// Sources: Matthews International, FSA
© 2009. GLOBAL THEMATIC INVESTORS
