This one comes in from Bill Mann at the Motley Fool’s Global Gains service, which I’ve looked at several times before — and I’ve also liked a lot of their picks and have invested in a few of the same companies personally, so I usually pay extra attention to their ads.

Which doesn’t make them any shorter, unfortunately — as with all Motley Fool email ads, this one would require a serious binding if printed out, and the felling of a few trees.

This is a follow-on to the general focus that Global Gains has had on “Tier Two Cities” in China and India — focusing on companies that are poised to profit from the growing smaller cities that most of us haven’t yet heard of, and that most investment analysts don’t visit. Past picks along these lines have included Home Inns (HMIN), HDFC Bank (HDB), and a few others that don’t immediately spring to mind. As one might guess from the collapse of the Chinese and Indian markets, none of those picks are doing particularly great at this moment (I do own shares of HDB, for full disclosure).

The thesis is probably reasonable, though, since in Read the rest of this entry »