Where now for the resources sector?

The pace of recent events in the Arab world has been astonishing. Since December’s protests in Tunisia brought down the Ben Ali regime, civil unrest has swept through North Africa and the Middle East with the speed and intensity of a house fire. And as with a fire, it is hard to predict where the turmoil will stop and what will remain once it does. As managers of Martin Currie’s Global Resources strategies, we claim no special insight into this aspect of the ‘Arab Spring’. We are bottom-up stockpickers, not political analysts; as far as the future political landscape of the region is con...