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The overseas markets in Brazil, China, Russia and even Norway have primarily grown due to the strong demand for commodities. Companies formerly unknown to us are now household names. Indeed the likes of RIO, BHP, PTR, RTP, STO and others have seen gigantic returns over the last 3 years, and by most accounts, the run is not over.

While it would be much easier to write and recommend such stocks, I want to shy away as much as possible from these names, in order to keep this post both interesting and profitable for readers. Additionally, I have also tried to stay away from listing banks in emerging markets. As countries like India, China, Poland, Chile and Vietnam (among others) mature financially, the banks in all these markets should do well with the increasing popularity of financing, mortgages and credit cards, increased consumer wealth and spending, appreciating local currencies and higher foreign investment. Finally, I avoided airlines like GOL, LFL and CPA, that I have liked myself, but have had huge runs and might run into some headwinds on oil price increases. No sir, the stocks mentioned here are not no brainers and are sometimes not given their due coverage in popular media, but I believe they are solid growth stocks that should outperform the iShares Emerging Markets index (EEM) over the next year or so.

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