People go commodity nuts when equity markets are down, I mean why not .. it is safer to have something more tangible, right? Moreover, with a growing global population and thus more demand for a more scarcer product (be it silver/gold/platinum), prices for these commodities will also go up.
Having said that, commodities can be a so so affair in regards to returns as equities can fair much better in the long run.
My money would be in Africa and Far East Asia. Africa has seen some of the fastest growth rates and still has not witnessed some of the miracles of the Far East.
1) Africa Funds (There will be ones covering the whole continent)
2) Asian Funds (With emphasis on the smaller Asian countries thus excluding China and India who should be landing shortly)
I would also look into Canada who got themselves out of the Kyoto Protocol for a reason. Their vast oil potentials in Alberta can equate to fortunes nationally. They, at least Alberta, has learnt from previous mistakes of solely relying on oil and gas, and they have diversified their economy to promote services much much more. I see a lot of potential there for people and their ambitions to start companies and grow.