Earnings Call Transcripts by Morningstar Inc.
Mon, 27 Aug 2012
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As Chinese steel production goes, so do companies like Cliffs Natural Resources.
Even if the NIH is drastically cut, we don't see a doomsday scenario for these companies, and some of the industry's stronger players are now trading at attractive valuations.
Investors with a sufficient time horizon and understanding of China's reform efforts can find the investment opportunities rewarding, says Matthews China manager Richard Gao.
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