Because the developing world needs more oil, more ethanol and more food. And companies such as Brazil's Petrobras (PBR) have that oil. -- Tim Seymour And, if you want to play it another way, check out Vale (RIO) and Petrobras (PBR) for commodities.

Argentina's Tenaris (TS) help deliver the oil, explains Tim Seymour.

Look at the Latin American banks, counsels Tim Seymour. Check out Banco Itau (ITU) or Banco Bradesco (BBD). Or you can look at Bancolombia (CIB). And, if you want to play it another way.

Look at the Latin American banks, counsels Tim Seymour. Check out Banco Itau (ITU) or Banco Bradesco (BBD). Or you can look at Bancolombia (CIB). And, if you want to play it another way.

Look at the Latin American banks, counsels Tim Seymour. Check out Banco Itau (ITU) or Banco Bradesco (BBD). Or you can look at Bancolombia (CIB).

And, if you want to play it another way, check out Vale (RIO) and Petrobras (PBR) for commodities.