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Approach the Mining Sector With Caution

A likely slowdown in Chinese real estate will mean weaker demand for commodities such as iron ore and copper, but a few firms with sustainable low-cost positions should weather the storm.

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Matt Coffina: For Morningstar StockInvestor, I'm Matt Coffina. I'm joined today by Dan Rohr, who is the director of our basic-materials team, and we are going to talk about iron ore and other commodities markets. Dan, thanks for joining me.

Dan Rohr: Thanks for having me, Matt.

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Matthew Coffina does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.