Industrial, materials and consumer discretionary companies with exposure to China stand to benefit from stimulus.

Chinese equities on Monday posted their single best day since the 2008 global financial crisis as investors raised their bets on increased momentum from a stimulus package promised by Beijing. China’s blue-chip CSI 300 index of Shanghai- and Shenzhen-listed companies soared 8.

China’s stock markets are staging a strong turnaround as investors anticipate a major policy shift in the world’s second-largest economy.