In this report, I name 5 natural resource - related companies that I see as bargains waiting to explode as emerging market demand heats up. (tsinetwork.ca)
And I suspect there's been no great change in underlying wealthy consumer demand — in fact, I still believe we'll see secular growth in emerging market demand. (wexboy.wordpress.com)
As far as I'm concerned, the fur market's clearly enjoying well above average secular growth, driven by a fashion revival & new emerging market demand. (wexboy.wordpress.com)