DaveW

There Are Many More Satyams Out There

Another great article Rakesh, I appreciate your realistic take on the markets and the fact you do so well addressing reader's concerns, thanks.

Infrastructure Investment Opportunity Continues to Grow

I agree, emerging economies will truly hit their stride when trade/business are facilitated by robust infrastructure. China and India, but especially India, will really take off when better roads and interstate highways allow smoother B2B traffic. Therefore I'm long on KHD Humboldt Wedag (KHD) for their "primary business of manufacturing cement plant equipment. It sells the majority of its cement plants where the infrastructure needs more cement: Russia, the Middle East and Asia." For a primer see:

seekingalpha.com/artic...