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Investors are shedding gold and silver holdings at record speed as a preference for the dollar and fear of future liquidity impact attitudes. Miners, in spite of being undervalued against gold, are also being sold off amid the volatility.

Emerging nations have something the U.S. does not, major growth. While developed nations struggle with the plodding pace of growth and safe-havens at sky-highs, emerging economies offer a less traditional investment path.

These three companies appear to have the potential for major upsides either as a result of an upcoming event or a structural change ahead. There are a lot of bargain buys out there right now but not all are created equal. These three look as though they might be the cream of the crop.