A lot of money mangers balance up their portfolios each year by selling some winners and loading up on the year's losers or laggards. With tons of eyes focused on China and the problems there, one of those laggards has been steel. And there others like mining.
http://online.wsj.com/news/articles/SB20001424052702304585004579419413143143546?mod=ITP_moneyandinvesting_8&mg=reno64-wsj
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