Next boom growth markets

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#1
Hi all,

Instead of seeing so many doom and gloom reports, let us focus on the glass being half full and share what are the possible markets of growth after the debt crisis in US and Europe, real estate crisis in China.

The last crisis in 2008 we observed the rise of real estate throughout Asia, Facebook and social networking media and failed alternative energy industry. What would we expect in the next upturn?

My view is that inflation will be the main theme for next couple of years and with all heavy industralists countries (US, Europe & China) and high consumption countries in a mess, this will lead to reduction in demand for non-essential goods and services like technological gadgets, travel etc. I am also not so positive on real estate development due to over-supply.

What I think might be interesting would be the food / agriculture and maybe defence industries. The former is due to the unchecked population growth e.g. reports of cocoa will soon be so expensive that it will not be affordable. The latter is due to increased tension as countries start to de-globalise and returns to self-sustainability but at the same time increase in hostility.
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#2
Medical?
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#3
Medical perhaps but maybe not pharmaceutical as I heard that many of their patents are expiring and there are no major discoveries that can keep their profits intact. I am not sure as I have zero exposure to that industry.
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#4
Another growth market would be the coal and power industry as more countries are moving away from nuclear solutions to coal fired plants. I do not think there will be a drop in electricity demand with the population growth or urbanization or advancement of developing countries
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#5
agreed on energy focus, cheap is coal, alternative is LNG.

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