The Materials sector (the bone of global production) along with Financials (the circulating blood) and Energy (the heart) are the core building blocks of our client´s portfolios. What are materials? Mining, minerals, metals and more is how I explain it. Vale SA, the Brazilian mining giant, is the quintessential hallmark of a Materials Sector winner. The Aluminum Corporation of China, CHINALCO, is another example.  But observe the percentage increases in the commodity index below. Our logic is sensical.  The world is growing and resources, real materials, are scarce.  Materials used to be exported from poor countries to rich countries (to produce something of value).  Now, the materials are the storage of value.   It is safe to say that the materials sector will become more dear.

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http://www.chalco.com.cn/zl/web/chinalco_en.jsp

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