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15 handpicked stocks

China's Manufacturing Rebound

Early signs of recovery in China's manufacturing sector are creating investment opportunities. This collection features carefully selected companies positioned to benefit as the world's largest manufacturing economy starts to stabilize and grow again.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

BHP

BHP Billiton Limited

BHP

Current price

$54.15

As a leading global producer of iron ore and copper, BHP's revenue is closely tied to the health of China's manufacturing and construction sectors.

RIO

Rio Tinto plc

RIO

Current price

$61.24

This major mining company is a primary supplier of iron ore to China, making it a direct beneficiary of increased steel production and industrial acti...

This major mining company is a primary supplier of iron ore to China, making it a direct beneficiary of increased steel production and industrial activity.

VALE

Vale S.A.

VALE

Current price

$9.92

A top global producer of iron ore and nickel, Vale's performance is heavily influenced by demand from China's vast industrial base.

About This Group of Stocks

1

Our Expert Thinking

China's manufacturing PMI has risen for two consecutive months, signaling a potential turnaround. Companies in this group operate across the industrial value chain and stand to directly benefit from increased factory output and demand in the world's largest manufacturing economy.

2

What You Need to Know

This collection represents a tactical opportunity tied to economic recovery. It includes diverse companies from miners supplying raw materials to manufacturers of machinery and automation systems. Any improvement in Chinese industrial activity creates ripple effects benefiting these firms.

3

Why These Stocks

These companies were specifically selected for their direct exposure to China's manufacturing sector. Each business plays a critical role in the industrial supply chain, from providing essential raw materials to delivering the equipment and technology needed for production growth.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+11.62%

Group Performance Snapshot

11.62%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 11.62% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

Early Signs of Recovery

China's manufacturing PMI has risen for two consecutive months, signaling a potential turnaround that early investors could capitalize on before the broader market catches up.

🌐

Global Ripple Effects

When China's factories accelerate production, it triggers demand across the entire industrial supply chain, creating a wave of opportunity from raw materials to finished goods.

📊

Cyclical Opportunity Moment

Industrial recoveries like this often follow predictable patterns, potentially rewarding investors who recognize the early indicators and position themselves accordingly.

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