In this report, I name 5 natural resource - related companies that I see as bargains waiting to explode
as emerging market demand heats up.
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.
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.
«One of them,
emerging market demand from the likes of India and China, continues to grow, and we expect it to continue to grow as those economies develop further.»
With higher productivity / bio-security &
rising emerging markets demand, I believe there'll be an increasing emphasis on volume, as fish earns a larger share of cheap protein supply.
Across
the emerging markets demand and enrollment in private education has been growing at a staggering pace over the last decade.