We are in interesting times, due to European and US deficit woes.
Aside from Brazil, my feeling is that population growth and need for necessities by emerging economies will increase the need for commodities and alternative energy and help companies involved in such.
Countries such as China and India along with other populated countries with high growth rates should keep commodities active and commodities could well be the place to be.
If the emerging economies slow down, chances are, that the developed economies of Europe, Japan and the US should be improving to keep things going.
Just my opinion.
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