Charl Malan, Senior Metals & Mining Analyst on the Van Eck Global Hard Assets fund which is rated 5-stars by Morningstar and up 24.96% this year, said now is a good time to invest in commodities because of “unprecedented monetary and fiscal stimulus in the United States, China and Europe.”

Seven of 10 fund managers are betting that China and other emerging markets will lead the global economic recovery, according to a Merrill Lynch fund manager survey, and that could mean better investing opportunities abroad.