Industry Exposure to Commodities

As developed countries work to 'pay off' their debts, I think political pressure will force them to devalue their currencies.  Since the currencies of merging and developing countries is coupled to currencies of the developed ones, currency of emerging countries will also devalue as a result.  In an effort to stop this devaluation, I think, emerging countries will start buying commodities and commodity companies.  This will be a subject of a later blog post, but below is a chart of how different industries will be effected by higher commodity prices.