I've read some of HG's stuff on RealMoney and thought that he was quite good (along with Fleckenstein, who incidentally also left). Like he says, he takes the unconventional route. Though Fleckenstein was sooo negative about equity markets earlier this year (though he was correct about the...
The Mandarin Oriental Group has five star hotels in Hong Kong and Thailand, while you can check out the Raffles Group (owns Swiss-o'tel) for hotels in Cambodia. I think the Westin Group manages hotels in most of the countries you are visiting.
Bon voyage.
btw, its the monsoon season now...
Try Mark Boucher's book, "The Hedge Fund Edge".
Uses the Austrian School of economic theory (aka Mises) with the equity and bond markets. Interesting that "Trader Vic" Sperando was also interested in the Austrian School of Economics.
The Hedge Fund Edge provides a different perspective...
Err,
I think they are buying the steel scrap, shipping it across half the world, re-melting it to build stuff for the Olympics to be held there in 2008. And of course, the economy is flying through the roof