S&amp;P discussing #mining &amp; #metals
⛏ steel, aluminum, bulk freight likely to lag in recovery cycle
⛏ "Freeport-McMoRan &amp; Teck Resources remain our highest conviction buys as a result of their exposure to #asia “
⛏ $RIO $BHP well placed, but overvalued

#stocks #investment #china https://t.co/TQl7UApuzz