Biting into BHP Billiton

Amid falling iron ore and oil prices, we're upgrading BHP to buy. Here we explain why.

The commodities boom is over. From gold, iron ore and oil, to graphite, lithium, and lime, commodity prices of every description have suffered calamitous falls. Reason enough, you might think, to avoid buying the world’s largest miner. Yet that is just what we are recommending you do.

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