Infrastructure. Urbanization and infrastructure gap in emerging nations are two evident trends, as stated by TheStockAdvisors. Countries that support urbanization will continue to experience economic growth and international trade. Without infrastructure, emerging countries would be unable to maintain the ability for sustainable growth.

  • PowerShares Emerg Mks Infrastructure (PXR): up 34.8% year-to-date

Shipping. When the global economy recovers, countries will increase trade and the best way to track this is through shipping. The shipping industry may also experience growth before countries because raw materials will needed to be shipped out beforehand.

  • Claymore/Delta Global Shipping (SEA): up 13.4% year-to-date


Silver. When demand for appliances increases, so will demand for the silver and copper for use in wiring. It is also a good hedge, like gold, for inflation. But unlike gold, silver is cheaper.

  • iShares Silver Trust (SLV): up 29.5% year-to-date


For full disclosure, Tom Lydon’s clients own shares of SLV.

Max Chen contributed to this article.