Rodrigo Amandi unveils what he believes is in store for investors interested in “materials” ...
How do you identify an investable materials sector?
The materials sector is dominated by four global trends:
- population growth and therefore a soaring demand for all kind of goods
- an increase in wealth and industrialisation especially in the newly industrialised nations - eg. China and India where there is an steady rise in the standard of living and the pace of industrialisation
- the shortage of natural resources and the corresponding bottlenecks in the availability of raw materials
- finally our “disposable society” with its higher consumption rate and the generation of more waste
As a result of these global trends we have identified four investment themes, that have the potential to deliver promising returns.