We all know that the global economy is still struggling and in danger of falling into the second stage of a double-dip recession. That danger is especially pronounced for the G-4 nations – the United States, the euro zone, the United Kingdom and Japan.
But there are pockets of strength throughout the world. One of these is in China, where continued growth is boosting the economic prospects of the smaller countries in its orbit. But there are other countries quietly bucking the negative global trend. Three of these are Canada, Australia and Brazil – young, commodity-exporting democracies that offer investors the best of both worlds: safety and the opportunity for huge gains.
In this episode of Money and Markets, our experts tell you how to navigate those markets. Bryan Rich explains why their currencies are well-positioned to benefit from a potential boom in commodities demand. Ron Rowland picks the exchange-traded funds that will appreciate the most during that boom. And we’ll hear about specific stock picks in each of those three countries from Sean Brodrick and Rudy Martin.
Plus, Martin Weiss shares a personal story from his childhood, illustrating that the groundwork for Brazil’s emergence as a world power was laid years ago.