By 2015, she said, output could hit 80 million, assuming projects in the development stage come on line.

FORBES: Global Output From Gold Mines In Upswing Although Some Constraints Persist

With inflation and output both on the downtrend in large markets like China and Brazil, the stage is set for a soft landing and an emergence of South-South trade that will further de-couple EMs from Europe and North America.

FORBES: Emerging Market Growth Fell To Lowest Level In Two Years In Q2

At this stage it makes up a small proportion of the company's total output, but -- with 12 stadiums still being built or refurbished -- the World Cup could provide the perfect stage to spur significant expansion.

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