Karolina

83%
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Healthcare, pharmaceutical and biotechnology funds and companies   4    Emerging-market infrastructure: water, railways, automotive, agriculture   5    Potentially explosive frontier markets: Zimbabwe, Mongolia, Burma/Myanmar   6    ‘Rich’ country funds (bonds and shares): Singapore, Qatar, Norway, Canada, Australia   7    The world’s best technology companies: Microsoft, Oracle, Intel, Apple   8    The world’s best consumer goods companies: P&G, Unilever, etc.   9    The world’s best tobacco, gambling and brewing companies (‘sin’ investing)