1. china
2. mining
3. steel
4. gold
5. petrochemical
6. semiconductor manufacturers
............... if possible combine all of the above!
china is expanding....and even if the stock market drops, china will still grow.
china is a net importer of steel (it cant produce enough and that it does produce it exports)
mining = steel too.
if the worlds economy turns turtle (us election?) a safe bet is gold, which is still increasing!
iraq is still a nightmare and petrochemical will increase until the oil supply from iraq stabilises.
semiconductors......... well, we still need them.
another thing to look into is lcd tv manufacturers........
in short....... dont invest in the product right now, invest iin the suppliers of the raw materials.
good luck