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)

