Investors should own metals and mining stocks as commodities are the next sector to boom after China's reopening, Goldman Sachs chief equities strategist says

• Goldman Sachs chief US equity strategist broke down the bull case for metal and mining stocks.
• David Kostin points to US companies that will benefit from demand driven by China's reopening.
• Analysts at the bank forecast a 30% upswing in the S&P GSCI within the next year. 

David Kostin, the chief US equity strategist at Goldman Sachs, says investments in the commodities sector may have huge upside in the next year as China's economic reopening accelerates. 

Investors should look at parts of the economy that will keep growing, Kostin says, citing sectors of the US stock market that will gain from Beijing's lifting of the country's zero-COVID policy.