The former method puts a burden on the investor to store physical gold, while the latter is a play on gold rather than direct access to the commodity.

FORBES: ETFs May Be the Best Way to Buy Gold

The fund is making a big bet on infrastructure, which Kalra considers his "raw material" because it gives him access to the precious commodity around it: land.

FORBES: Hall Monitors

Haldia is already a licensee of Basell's technology in commodity plastics, and might fancy direct access to Basell's wide expertise in more upmarket stuff.

ECONOMIST: Plastics and petrochemicals