Eighteen years ago, former Goldman economist Jim O'Neill coined the term BRIC to encompass Brazil, Russia, India and China.
Over the years, having exposure to any of the nations has slowly become a sign your portfolio is in trouble...until now.
In a recent column on Real Money, Cramer noted that the China piece of BRIC is finally eroding. Cramer said, "building plants and having big businesses in China is no longer something we want to pay up for."
So what do investors do now? Check out Cramer's advice and the specific companies being impacted in the video above.
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