Having read recently an article by a very wealthy and successful investor, his thoughts on the growing Chinese markets was quite interesting. He noted that there are 700 vehicles for every 1000 Americans, while there are only 24 for every 1000 Chinese.
This observation lead him to believe that Chinese toll road operators, and NOT Chinese automobile manufacturers, would be the better Chinese investment.
Point is, what appears to be the obvious 'wise investment' is in truth, not always the best investment. The Chinese auto market is expected to increase quite considerably, but the toll roads are already built and producing income, while manufacturing facilities to accommodate the growth, have yet to be built, which will require much time and money, before returns can truly be seen/felt.
Staying ahead of the curve is tantamount to staying wisely invested.
While oil (companies/leases) appears to be a wise investment ( since peak oil has pretty much arrived), looking forward even further, I suspect that EOR technologies/techniques will become the 'investment of the day'.
While I could be wrong, it only seems to make sense that O&G companies with an edge (EOR technologies/techniques) will be the ones with the greater futures of/for success.
A wise investor could almost be said to be investing in the toll roads of the O&G industry...the toll roads being the avenues by which the greater and growing amount of traffic will be traversing in their efforts to get from point A to point B, ie; oil in the ground (point A) to oil at market (point B). Oil being the Chinese autos, toll roads being the EOR technologies/techniques).
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