U.S. export growth is booming—up 14.8% over last year while import growth is “just” 5.1%. In fact, according to the latest U.S. data, exports are rising at a rate three times faster than that of imports.

Most investors don’t realize this, but thanks to the falling dollar, America no longer imports twice as many goods as it exports. Fact is, exports are now running at 70% of imports and falling.

Thanks to the emerging-markets boom around the world, millions of new consumers are entering the marketplace. Combined with the falling dollar, these new consumers are going to be buying a ton of American goods.

It’s funny how here in the U.S. we continually talk about the U.S. consumer driving world markets. In the next few years, we may be talking about the Chinese, Russian, Indian and Brazilian consumers driving the markets.

In fact, in July of this year Chinese retail sales rose by a whopping 17.1%—that’s five times more than in the U.S. At the same time Brazil, Russia and India also recorded double-digit retail growth.

What most investors don’t realize is that together, consumer spending in Brazil, Russia, India, and China not only is 15% to 16% of global GDP…but their consumer spending is more than double that of the U.S.

Do you realize what this means?

A mammoth consumer spending shift is under way, and it’s about to line the pockets of U.S. companies.

Thanks in part to the falling dollar and also to the American movies they’ve been watching for years. As consumers in emerging nations enjoy newfound wealth, they are going to buy the same commodities we Americans take for granted—at dollar-discounted prices they may never see in their lifetimes.

As a result, the trade gap will narrow. With analysts predicting that the deficit could drop below 4% of GDP, in time the dollar will strengthen, ultimately ending the fire sale on US goods and services around the world.

Which is why you’re about to see one of the biggest export booms we’ve seen since the 1980s.

Who Will Profit?

U.S. agricultural and oil services will be take-it-to-the-bank winners…as will the aviation, defense, technology and medical sectors.

The biggest profit-takers will be those companies that derive the majority of their income from outside the U.S.

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As I look over my list of 20 blue chip stocks that are poised to profit from these world-changing trends, I feel like a kid on Christmas Eve, about to open so many gifts.

In the agriculture sector, our Monsanto (MON) leads the way with 276% gains. Followed by two companies that specialize in fertilizer and crop nutrients. My just-published stock report, The 20 Best Stocks for 2008, reveals how both companies have not only doubled investors’ money over the past 12 months but are on track to beat those returns, thanks to their combined average earnings growth of 184%. For more details, click here now. (Related Article: How to Ride the Falling Dollar to Triple-Digit Wealth)

In the oil sector, Transocean (RIG) is already leading the way with 75% revenue growth and 70% earnings growth. You’ll be glad to know that we’ve added two more oil services stocks to our top stocks list, both of which have handed my new readers better than 15% since September of 2007. (Related Article: Double Your Money From Rising Oil Prices)

Aviation and defense stocks should see continued growth as well. In fact, since I’ve been writing about the global export boom, our top three stocks here have increased more than 26%, in less than a year. But even these gains will look like a drop in the bucket as these companies derive a large chunk of their income from foreign sales.

Our top stock in the credit card sector reported a sevenfold rise in fourth-quarter earnings due to its stake sale of a Brazilian company, as well as a rise in cardholder spending both in the U.S. and around the world. The fact that this company is capturing more market share abroad than other credit card companies is helping them to experience much faster growth. You can expect strong returns from this company in the coming months.

American technology stocks will also see huge gains as chip prices fall around the world. If the 361% gains we’ve made in Apple are any indication of what lies ahead, our top stocks in these sectors will make money as easily as taking candy from a baby.

Read all about these blue chip stocks, and the balance of my 20 Best Stocks for 2008, in your free report. In it, I’ll explain why the latest trends will push our stocks higher. It’s yours free, as a bonus with your no-risk subscription to the Blue Chip Growth.

For more great stocks picks, check out our Hot Stocks Section. Want to know which stocks you should dump now (or avoid at all costs)? Visit our Stocks to Sell Page. In fact, InvestorPlace.com offers in-depth and insightful articles, reports, seminars and additional resources on a variety of investing topics including, Retirement, Trading, Mutual Funds and Global Investing. To see the complete list, click here now.