Venture: EM Chemicals

Issue 109;

I always like to see the ducks in a row. Global Trends has been banging the drum on emerging markets for much of last year. Then the energy sector perked up earlier this year alongside chemicals.

Energy, Chemicals, and Emerging Markets

Source: Bloomberg

This is a cyclical industrial recovery, and today’s company is well placed to benefit. What’s more, it trades on a rock-bottom valuation.

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