Jim Cramer's 'Stop Trading!': Buy Yum!

The fast-food operator is a play on the Chinese consumer, Cramer says.
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Buy Yum! Brands (YUM) - Get Report, Jim Cramer said on CNBC's "Stop Trading!" segment Thursday.

Discussing global trades, Cramer said "My China play remains Yum!." He said that the company's Kentucky Fried Chicken restaurants are well-positioned for a pro-protein China consumer. He also praised CEO David Novak for repairing the Taco Bell business here in the U.S. Because gasoline prices aren't rising in China, the consumer is not going to stop eating KFC over there, Cramer said.

For an India play, Cramer recommended

Sterlite

(SLT) - Get Report

. He said the company made a great move by buying Asarco out of bankruptcy. "We need copper in this world, not just for current construction," Cramer said. He pointed out that copper is also a necessary component in batteries.

Sterlite stock is "well off its high," Cramer said. "I would buy aggressively right here. It's come down and that acquisition is going to prove to be a brilliant one."

Cramer also recommended

Vale

(RIO) - Get Report

. He said the stock has come down six points off its 52-week high. He called Vale a China play, "even though it's in Brazil." Rio's a buy right here, Cramer said. "It's cheap." He said that

Petrobras

(PBR) - Get Report

, of which he had been a big buyer, is not cheap anymore, and Vale is the best play.

Finally, Cramer urged viewers to look at

Monsanto

(MON)

. He said he's liked the name for a long time, and said the company has "new seeds that could double production of corn." He said that his price target for Monsanto shares is $150.

At the time of publication, Cramer had no positions in any of the stocks mentioned.

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