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Commodities to Power Emerging Markets Higher

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Copper will be a key driver.

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The case for growth in Latin America is strong. Rich with industrial commodities, countries like Brazil, Peru, and Panama are in a great position to benefit from industrial expansion in China and other emerging markets. As China and emerging markets continue to demand their commodities, they should be able to access the cash necessary to continue their own infrastructure development.

Over time, this development will push these countries into the developing world, reduce unemployment, and plant the seeds for growth of a domestic consumer base. As we've seen in China, this process takes time. But with the appropriate mix of governmental policies and foreign trade-relationships, there appears to be no limit to the future of these Latin American economies.

Dawn Bennett is the fund manager for the Bennett Group of Funds http://www.bennettfunds.com and founder and CEO of Bennett Group Financial Services.
No positions in stocks mentioned.
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