Some interesting choices amongst that list. Gold at about half the value of the top pick seems about right for a second half run IMO. Need to also consider currency movements which will make AUD priced stocks attractive for USD holders but which could weigh down commodity prices as the gains are pretty much all USD vs the rest of the currencies.
I like the water angle @Tylemahos. Very astute and will be increasingly relevant worldwide. There have been studies linking the shambles in Syria to a long running drought. In fact water rights and scarcity have long been thought of as a trigger for a global conflict.
Couple of surprise omissions in that list which are also worth considering. Aluminium / Bauxite likely to have a strong year with shift to ever lighter cars. It is also worth noting that aluminium body panels are almost impossible to repair and straighten when compared to steel so there is an incentive from manufacturers to shift in terms of parts sales post sale.
Fertilizer as a sector also one to keep an eye on IMO. Phosphates in particular.
