BHP Mines China Gold: Top miner BHP Billiton is yielding gold from its China ties, with record profits and Olympic sponsorship minting its Beijing presence, reports Reuters' Dan Sloan.


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Cramer: The Truth About Mineral Stocks:
The mineral shortage has taken a toll on related stocks, says Jim Cramer.

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China Watch: What to Do in a Commodities Selloff: We're seeing huge selling in commodities producers' shares. Should we be concerned about a global recession, or are there opportunities in this down market?



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China Watch: What to Do in a Commodities Selloff: We're seeing huge selling in commodities producers' shares. Should we be concerned about a global recession, or are there opportunities in this down market?

Click here to watch the video.

PE of 22 , a PEG of 0.65 , and a yield of 1.30% .

Mining.

Mining giant Rio Tinto (RTP) is another core holding and a similarly contrarian bet on the ability of the emerging markets to continue to grow, even if the U.S. is in a recession.

P/E ratio of 22, a PEG of 0.59, and a yield of 1.3%.

Materials will go for a long time

China Direct: We've Got the Goods
Shares of China Direct have been soaring along with magnesium prices and Chinese stocks. Marc Siegel, president of China Direct, says it's only the beginning.

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hard to track its day to day movement