the next big thing ?

We had the tech boom (&bust)

Then ..the lift off in the gold price from its $252(US$) lows

Then a major commodities boom (showing remarkable strenght)

WHAT NEXT?

.... a continuation of the resources boom as Chinese and Indian demand continues

.... BUT world population growth may be destined to decline as the proportion of aged 'dependants' relative to the 'youthful' workers declines. This mega trend has been well documented and is starting to get progressively more press exposure.

One thing that is for sure is that health care will be one of the growth / boom areas of the next cycle. Logic and demographics say that this is a 'given'.

Look for steady, maybe even rapid, growth in the healthcare sector.

Two key stocks set to capitalise on this long term growth are RHC (Ramsay Health Care) and DVC (DCA Group). You could do worse that start to build up long term positions in these stocks.

Just my Monday musings with an eye to the future.

But right now ... the focus is on resources, that's for sure.