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Investable Trend? Continued High Growth in BRIC Countries.

|Includes: iShares MSCI Emerging Markets ETF (EEM), XLE, XME

The so called BRIC countries (Brazil, India, and China; and to a lesser extent Russia) are continuing to experience high growth.  Some of the reasons for this high growth are:

  • Manufacturing led economy in China
  • Information technology led economy in India
  • Natural resources led economies in Brazil and Russia
  • Growing middle class populations in China, India, and Brazil that need increasing amounts of everything
  • Infrastructure build up to support the growing economies

Will the high growth in BRIC countries continue?  If so, what investments will exploit this trend?  Share your thoughts!

Here is what I think.  This trend will continue for sometime and the following investment themes  will do well because of it:
  • Natural resources:  oil, steel, copper, ....
  • Food: agricultural products, fertilizers, ...
  • Infrastructure: cement, powerplants, ...

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