The jury is still out on whether China’s massive infrastructure-based stimulus package is the best way to rescue the economy. But Martin Hutchinson says it is great news for suppliers of raw materials. He picks 5 companies that will benefit from the injection of cash. Of those, Martin says Brazil’s iron ore producer Vale (ADR: RIO) is the best value buy.

Initial public offerings ground to a halt this year in most of the developed world, as a credit crunch and bear market forced private companies to either postpone offerings, or cancel them all together.