The biggest emerging economies have ambitious plans that require a greater share of the world’s limited commodities. This trend is spurring profound and permanent disruptions in how these resources are allocated now and in the future. For investors, these disruptions present opportunities.
Simply put, an investment in natural resources is a vote of confidence in global economic growth.
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A New and Convenient Truth
Given the proper motivation… well, actually… there’s no better reason for Uncle Sam to change his tune than convenience. China may be buying up resource rich countries while the US has its own strategy.
This cartoon came to our attention via talented artist RJ Matson.
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