Commodity play on China: Freeport McMoRan should benefit from China because a quarter of the demand for copper comes from China.

Commodity play on China: Southern Copper is an integrated copper producer.

Commodity play on China: Golf Fields is a South Africa-based gold producing company.

Commodity play on China: Newmont Minging is is a gold and copper producer.

Commodity play on China: BHP Billiton is an Austrian-based company that operates as a diversified natural resources firm. The company engages in producing alumina and aluminum, copper, coal, iron ore, nickel, manganese, metallurgical coal, oil and gas, and uranium, as well as gold, zinc, lead, silver, and diamonds. BHP has some huge exposure to the Chinese commodities market. Sales into China generated US$11.7 billion or 19.8 per cent of revenue in the year ended 30 June 2008.

Commodity play on China: Peabody Energy is a coal company. Recently, Peabody said 2009 global electricity demand will continue to be driven by China and India. China remains on track to be a limited net coal exporter, releasing just 26 million tonnes of initial coal export quotas for 2009, nearly 20 percent lower than the initial 2008 period.

Commodity play on China: Nabors Industries is a land drilling contractor with approximately 535 land drilling rigs. The Company conducts oil, gas and geothermal land drilling operations in the United States Lower 48 states, Alaska, Canada, South America, Mexico, the Caribbean, the Middle East, the Far East, Russia and Africa.

Commodity play on China: Alcoa has investments and activities in Australia, Brazil, China, Iceland, Jamaica, Guinea, and Russia. Alcoa has some decent exposure to the Chinese market. The company is one of China's ten largest foreign investors, and operates seven manufacturing facilities in the country.