Looking for new and diversified investment opportunities for your hedge fund? Stay clear of India or Russia, but do start scrutinizing the commodity markets of China, Brazil, and Canada, where opportunities will abound over the next 10 years or so. And don’t overlook improved energy technologies. “If you’re investing in commodities, I would invest in agricultural sectors right now, sugar is 85 percent below its all-time high and even coffee is 60 to 70 percent below its all-time high. I am much more bullish on agriculture than on energy or metals at this time.”
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