Books that still make an impact ~ Addressing new market opportunities based on fundamentals

Always a believer in fundamentals these are some of the reading that have made a foundation on which I have built on and continue to evolve and adapt from. The relevance of which is amazing even to this day.

The Wealth of Nations By Adam Smith
http://search.barnesandnoble.com/booksearch/isbnInquiry.asp?z=y&EAN=9780553585971&itm=3

The Intelligent Investor, by Benjamin Graham
http://en.wikipedia.org/wiki/Benjamin_Graham
http://www.amazon.com/Intelligent-Investor-Definitive-Investing-Practical/dp/0060555661/ref=sr_11_1/104-1242730-9686365?ie=UTF8&qid=1185342839&sr=11-1

Capitalism, Socialism, and Democracy (first published in 1942) and other works (The history of economic analysis, Business cycles, Entrepreneurship and Creative Destruction) by Joseph Schumpeter
http://en.wikipedia.org/wiki/Joseph_Schumpeter

Michael Porter's works
Competitive Strategy: Techniques for Analyzing Industries and Competitors
The Competitive Advantage of Nations
Competitive Advantage: Creating and Sustaining Superior Performance

Kondratiev wave
http://en.wikipedia.org/wiki/Kondratiev_wave
http://search.barnesandnoble.com/booksearch/isbnInquiry.asp?z=y&EAN=9780595217113&itm=1

Some examples in today's context

Economic Impact
Top Silicon Valley companies founded or co-founded by those with a current or former affiliation with Stanford University, as an alumnus/alumna or faculty/staff.
http://www.stanford.edu/group/wellspring/economic.html

Creative destruction (the PCO booth in India)
http://www.rediff.com/money/2003/jul/16spec.htm

Warren Buffet (investing philosopgy)
http://en.wikipedia.org/wiki/Warren_Buffett

http://en.wikipedia.org/wiki/BRIC
www2.goldmansachs.com/insight/research/reports/99.pdf

How India and China accounted for greater than 50% of the global GDP from the 16th to the 18th centuries...and how these economies are once again on the next upswing

Some interesting research that is WIP
www.du.edu/.../Revi%20Future%20Histories%20India%20&%20China%20in%20the%2021st%20century%20300407.ppt

There are opportunities all around.