Infrastructure is a very good way to play the emerging markets growth. One thing that worries him about the whole group is that they made some really bad management decisions in the lead up to the global financial crisis. Cut their dividend as early as 2007, but it is now starting to grow. They have now paid down some debt. Good long-term recovery story. His favourite would be CRH out of Ireland. Group is really volatile and it is a cyclical.
Lafarge SA is a OTC stock, trading under the symbol LFGEF-OTC on the (). It is usually referred to as or LFGEF-OTC
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