With the expectation of yet more economic stimulus from Beijing, Saxo Bank's Head of Equity Strategy Peter Garnry anticipates a boost for energy and mining stocks. 

He argues that China will do what it takes to prop up the economy as it continues the transition from relying on exports and industrial production, to being driven by domestic consumption.

Any Chinese intervention is likely to benefit commodity-linked stocks, Garnry says. He explains how he's already adjusting his portfolio accordingly and sets out his trading strategy.