They will have the same risk profile as the raw materials but this time the rewards from being engaged with commodity based stocks will be far closer to the returns delivered by the commodities themselves.

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At the same time, many companies in Asia source a sizable percentage of raw materials from their own country, so they are paying relatively less for inputs -- yet they sell in U.S. dollars.

CNN: Money & Investing

At some point in the future a situation exists where those world-wide supplies of raw materials start to dwindle and developed countries watch prices go up as they all compete for the same things.

CNN: Just Imagine - Living Space: Your views

At the same time, big infrastructure projects, another key driver of China's growth, have driven up demand for raw materials from resource-rich countries such as Indonesia.

BBC: Can Asian economies fuel Asia's growth?