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Stop Trading!: Buy Yum! Brands

The best way to play the huge growth in China is with U.S.-based YUM! Brands, Cramer said on Thursday’s Stop Trading!.

While other restaurant stocks are foundering thanks to soaring oil prices and raw costs, YUM is capitalizing on new business in overseas. Cramer said the stock “blows through” $45.

Cramer also recommended the Indian copper play Sterlite Industries . Copper demand from India and elsewhere continues to outpace demand, and that trend should benefit Sterlite. Cramer said he’d buy the stock “aggressively” here.

Vale is another global play on the shortage of commodities. And even though the mineral behemoth is based in South America, it’s really a play on scorching demand from China. Vale is cheap, Cramer said, and looks like it’s headed to $44.

Seed giant Monsanto also shows no signs of quitting, he said, even here at its 52-week high. He thinks $150 could be next for MON.

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  • Jim Cramer

    Jim Cramer is host of CNBC's "Mad Money" and co-anchor of the 9 a.m. ET hour of CNBC's "Squawk on the Street."

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