Maj good article. I have broaden my horizon and I think China & Commodities are the bets for the coming years.
The last months I have been busy to look for undervalued mining companies on the TSX.
Companies like
Goldgroup Mining, Impact Silver, Great Panther Resources, Genco Resources are on my list. Totally something different. But risk diversification is the most important issue nowadays.
Despite that I think Chinese companies have a bright future and I am still looking for bargains.
The end of December I go to visit my wife's family in Mexico so I plan to visit some of these silver/gold mines. All of the companies mentioned above have all their mining activities there.
Greetz,
Dutch Trader
Johan
The Netherlands