That beats out other ETFs that track banking, materials, clean energy and even Brazil.

FORBES: Second Warning: Avoid This Entire Industry

Investors will also converge on the compelling opportunities in core economic sectors such as banking, mobile telecoms, internet, electricity, building materials, and food processing.

BBC: Investors eye resourceful Burma

If real estate collapses and the resulting banking crisis affects the rest of the economy, there will be a substantial drop in the demand for raw materials, with a corresponding fall in exports from countries that produce and export raw materials, and in OECD exports to emerging middle classes.

FORBES: The Next Crisis Will Arise in the BRIC Countries