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Tickers in this Article: DBC, CCXE, ABCS, STO, RBL, NORW, CCX, FXA, EWC, TSXV, EWZ
With the Federal Reserve finishing up its second round of quantitative easing, interest rates at all-time lows and the price of energy and food surging, inflation has once again emerged as a chief concern for investors. Money printing and debt woes have some investors even predicting hyperinflation scenarios. To this end, commodities have become a portfolio staple. Billions of dollars have flowed into funds such as the PowerShares DB Commodity Index (NYSE:DBC) as investors have looked toward the asset class. Aside from commodity prices themselves, one of the big beneficiaries of the inflationary worries and demand will be resource-rich nations. Companies within these countries will continue to benefit from higher commodity prices. For investors, that spells opportunity. TUTORIAL: Commodities: Introduction

Resource-Rich Growth
Analysts estimate that emerging and developing nations will account for more than half of global growth throughout 2011. To stoke the fire of growth, a variety of natural resources are needed. With this rising global demand, analysts estimate that global supplies of these various natural resources and commodities are not expected to increase enough to satisfy the growing demand. Nearly 40% of the Consumer Price Index (CPI) is directly affected by commodity prices. There is a direct relationship between inflation and commodity investing. By focusing on nations that are leaders of commodities production, investors stand to benefit from the supply/demand dynamics. (Find out why economists are torn about how to calculate inflation. For more, see Why The Consumer Price Index Is Controversial.)

Natural resource-rich economies also tend to be driven by exports. These export-based financial systems are great inflation hedges due to their strong trade balances and higher interest rates that support their currencies. Trade surpluses abound.

Perhaps the biggest benefit for these nations could be this "commodity ripple effect". As commodity wealth increases, overall profit and employment spills over to various other sectors. This new wealth creates opportunities in consumer spending and infrastructure improvements. Investors not only gain exposure to the potential growth in commodities, but also have the opportunity to benefit from the improved economic picture of the entire nation.

Benefiting From Global Trends
Adding a dose of commodity-rich economies to a portfolio could be one of the best ways to fight inflation and play future global growth. Fabled commodity guru Jim Rogers recently said in an interview with CNBC, "If the world economy gets better, I earn money on commodities. If the global economy gets worse, then they will print more money and I will make money in commodities." With resource-rich nations spanning both developed and emerging classifications, investors have a wide variety of choice for a portfolio. (For related reading, see How To Invest In Commodities.)

For investors looking to add a dose of these nations via one ticker, the WisdomTree Commodity Country Equities ETF (Nasdaq:CCXE) makes an interesting choice. The fund follows eight different commodity-rich nations including South Africa, Chile and New Zealand. In addition, the new Guggenheim ABC High Dividend ET (NYSE:ABCS) tracks high-yielding stocks within Australia, Brazil and Canada. Strong commodity prices are also creating positive effects on these nations' currencies. Funds like the WisdomTree Dreyfus Commodity Currency (NYSE:CCX) and CurrencyShares Australian Dollar Trust (NYSE:FXA) offer exposure in this area.

Accessing Russia and Norway
Rising energy prices continue to be a major contributor to inflation. Both Russia and Norway stand to benefit long-term from this trend.
Norway is often overlooked by investors aside from Statoil (NYSE:STO), which is a shame as the nation is the world's fifth-largest oil and third-largest natural gas exporter. Russia is host to a plethora of oil and gas reserves. Investors can access these nations via the SPDR S&P Russia (NYSE:RBL) and Global X Norway ETF (Nasdaq:NORW).

Finally, Canada remains the United States' largest source of foreign-imported energy. China is Canada's third-largest trade partner and is the nation's third-largest overall export market. The iShares MSCI Canada Index (NYSE:EWC) continues to be a top pick, while the Global X S&P/TSX Venture 30 Canada ETF (NYSE:TSXV) offers exposure as well. (For related reading, see ETFs Provide Easy Access To Energy Commodities.)

Bottom Line
For investors looking for ways to protect against future inflation expectations and stay invested for the strengthening global economy, resource-rich nations offer the best of both worlds. Benefiting from global trends and increasing demand, funds like the iShares MSCI Brazil Index (NYSE:EWZ) should be part of any portfolio.

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