Second only to China, South Africa offers the best opportunity to come out ahead of the game. The reasons, of course are various, but I propose that SA is closer linked to Chinese growth than any other part of the world; at least in the short-term. Too bad we here in the US have only limited access to South African public companies. I wish we had SABMiller; but, hey. SSL and AAUK (DeBeers), AU, GG, HMY are excellent players.
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$45.2625 (09/21/07)
