But then, you already know that if you read the previous article. :-)

At times when commodity prices are being lifted by growing inflation, but while international central bankers who are slow to react to it keep interest rates behind the curve, the best equity markets in which to hold long positions are the natural resource-based ones: Australia, Canada and Brazil.

The website at ADVFN.com does a very good job of giving traders a close look into the daily happenings on the World Exchanges. It is something I look at every day, usually in the morning before the open in North America.

If you go to the top nav bar of my website and click on GICS sectors 10 (energy) and 15 (basic materials), you will get a list of large cap stocks that are in the S&P 1200 (U.S. S&P 500 plus international S&P 700). If you then click on the column header for country, you will get the list organized by country.

Take a look at Australia. Below I have taken a snapshot that lists these companies. The real list has live links to the Yahoo Finance data, for quick reference.

And btw, these lists were done at the start of 2005, so I need to update them. For example UCL (sector 10) and GP, GLK, NRD and WMC (sector 15) must be replaced.

Oh, if there were only 30 hours a day!