Tapping into Emerging Infrastructure

摘要

To emerging-markets countries clean drinking water in the 21 st century may well be what oil was in the 20th: the resource most essential for economic development. Yet historically only a paltry share of emerging-markets infrastructure spending has flowed into water and sanitation - just 3 percent of the total between 1991 and 2006, according to a Goldman, Sachs & Co. report. Investment strategists say a few companies are poised to benefit by transferring technology they have previously applied elsewhere - notably into oil production and refining - to water purification, desalination and transmission.