"Investing in Asia follows two broad themes: asset reflation and growing domestic demand; however, without improvements in infrastructure the ambitious goals to boost domestic demand in emerging markets will be unsustainable," suggests Yiannis Mostrous.

The editor of The Silk Road Investor explains, "Without upgrading their infrastructure, these countries won't be able to achieve the savings from reduced costs and a faster production cycle.

"This is particularly important for Asia because the region is leading the charge on global economic growth. Emerging economies are in a race against time to build up their infrastructure, as breakneck urbanization is pressuring existing infrastructure.

"As incomes around the world rise, so does demand for food; and the explosive growth in population is aggravating the situation even further," note Yiannis Mostrous and Roger Conrad.

The co-editors of Vital Resource Investor explain, "The big cycle in food demand has begun, and long-term-oriented investors will be rewarded handsomely." What's the best play? Among their favorites is Monsanto (NYSE: MON).

"Monsanto is the undisputed leader in the genetically modified (GM) seed industry. Its business consists of two segments: Seeds/Genomics and Agricultural Productivity.

"The Seeds/Genomics segment consists of the company's global seeds and traits business, and genetic technology platforms, including biotechnology, breeding and genomics.

"The Agricultural Productivity segment consists primarily of crop protection products, residential lawn-and-garden herbicide products, and the company's animal agricultural businesses.

"Monsanto shares have been affected by the market's shorter-term gyrations, but the underlying business is extremely healthy. In fact, the seed business is currently in a sweet spot as global food demand changes dramatically.