Emerging Markets: There's more than one way to play

Emerging World Themes to Think On 

• Rising demand for healthcare in the emerging world due to an increase in GDP per capita.
• Need for agriculture goods as higher protein intake in emerging countries requires seed technology and fertilizer
• A preference for western brands among emerging markets consumers.
• Demand for energy, as emerging countries continue to require it to support their growing infrastructure and automobile purchases.
• Tendency toward industrial automation. For example, increasing wage levels and slowing productivity growth in China drive demand for greater industrial automation.

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