I was travelling from Singapore to Manila two weeks ago and a senior director of Standard Chartered Bank in Singapore was sitting next to me. We got to discussing the Australian economy as well as APAC. He said that a good investment would be in food and water. Any manufacturers/miners in fertilisers such as phosphates and water. Apparently they do manufacture water in Singapore. I haven't had a chance research what he said and I was hoping someone here may share their thoughts on this. Going to do some research on the local market for this.