Предложение: In our opinion the infrastructure theme plays to the strengths of the secular bull case for emerging markets.

Вопрос: как перевести?

Контекст: все прежний, очередной прогноз ML относительно роста затра на развитие инфраструктуры на формирующихся рынках.

In our opinion the infrastructure theme plays to the strengths of the secular bull case for emerging markets. Huge domestic savings in the developing world are finally being mobilized for investment on infrastructure to enhance growth potential. We think infrastructure and consumer spending represent the best secular investment themes within emerging markets.

There remain risks and uncertainties to actual infrastructure spending in the coming years but in our view global investors should be exposed to one of the strongest growth themes in EM. Note that our estimate dovetails with General Electric’s forecast that developing market infrastructure spending could total US$3tn in the next 10 years.

Тут же в тему, доп вопрос: что такое secular investment?

Заранее спасибо.

In our opinion the infrastructure theme plays to the strengths of the secular bull case for emerging markets