Infrastructure investment in India is a long-term theme, and is going to require a lot of raw materials and fuel sources. It's one thing to generate power; it's another thing to actually distribute that power.
We’ve kept our eyes on other improving indicators happening in resources, Europe and emerging markets. These places may not be as widely popular, but investors can benefit greatly from taking a view that’s different from the ones observed by the majority.
In Texas these days, there’s a feeling of absolute and unwavering confidence in the concept of an American energy revolution. From the depths of reserves to the richness of the energy, an incredible transformation is taking place.
It was a challenging first half of the year for most commodities, silver lost a third of its value and gold lost a quarter of its price from the beginning of the year.Where does this leave the commodity supercycle?
So why is an oil and materials manager getting his boots dirty in Sierra Leone? The cocoa plantation is only one example of a company producing a commodity that we believe will be sought by the world’s growing middle class population.