From a report taken on other forum

Recapof our calls

¦ Thesolepurpose of our China strategy research is to answer one question:purely from aChina perspective, should investors in the Western worldoverweight, marketweight, or underweight the global raw materialssectors? To this question,effective June 16, 2008, our answer is marketweight (downgraded fromoverweight).

¦ Onsectors,we are now bullish on oil, coal (both thermal coal and cokingcoal), methanol, steel,DAP, urea, soybean, and hardwood pulp sectors.We are neutral on copper, zinc, aluminum,molybdenum, nickel, iron ore,wheat, corn, potash, and ethylene. From a China perspective,we arecautious on paper products on a relative basis.

The whole article

http://www.stockhouse.com/Bullboards...

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