Although the U.S. has the only "government that is of, by and for the corporations," Jim Cramer told viewers of his "Mad Money" TV show Monday that he blesses market-players who dedicate up to 20% of their portfolios to international companies. "The best reason to go overseas is that we stop being hostage" to what the Federal Reserve might or might not do, he said. And even though investors might see bumpiness in a few of the emerging markets, such as Brazil, Cramer said there was no need to fear them. He said he prefers Brazil-based Companhia Vale do Rio Doce ( RIO) as the single best play in the mining group, rather than BHP Billiton ( BHP) and Rio Tinto ( RTP). One of the main reasons Cramer likes CVRD, he said, is because it recently acquired Canada-based Inco. The deal represents "the best in anticompetitive behavior" as CRVD was able to obtain a "hammerlock on nickel," he said.