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.
The markets are getting prepared for a turning point in the ongoing government shutdown as well as the impending debt ceiling. The VIX has spiked, the bonds are looking tired and the stock market seems to be facing up to reality.
Oil and gas is getting bigger, deeper, faster and more efficient, with new technology chipping away at “peak oil” concerns. While hydraulic fracturing has been the most visible revolutionary advancement, other high-tech developments are keeping the ball rolling.
KKR & Co. and Chesapeake Energy Corp. are forming a partnership that will offer owners of oil and gas royalty interests the chance for upfront cash from producing wells or money before the full resource is assessed.