The industry has come under pressure over the last few years on the back of a decline in demand from China and a glut in supply.
Prices have fallen to a level that has altered the supply/demand dynamics in these sectors, which has created a limited-time opportunity to profit.
Here are some thoughts on why, and what to do about it.
With positive PMIs from both, this could lift many companies that do business there. Yet many are dramatically underweighted these companies.
Among ADRs, these stocks are the only ones to earn this rating from S&P Capital IQ.
Wall Street analysts have a tendency to overreact to supply/demand dynamics, and that often leads to big opportunities.
These global mining behemoths are out of favor but remain buys for aggressive investors.
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