Miners and oil companies are in vogue again today, helped by bullish manufacturing reports from both China and Japan.Kazakhmys, Xstrata and Antofagasta continue to do well after manufacturing activity accelerated in China, while confidence in the Japanese manufacturing sector also improved. Petrofac leads the risers after an upgrade to 'add' from 'neutral' from the broker Evolution Securities in expectation of strong growth from the oil services group's exploration and construction business. Shares in Vodafone are lower. The mobile phone group and peers Orange, O2 and 3UK have been told to cut their call termination charges by up to 90% over the next four years by telecoms regulator Ofcom.FTSE 100 - RisersPetrofac Ltd (PFC) 1,273.00p +5.91%Kazakhmys (KAZ) 1,597.00p +4.58%Xstrata (XTA) 1,304.50p +4.49%Cairn Energy (CNE) 432.80p +3.79%Antofagasta (ANTO) 1,079.00p +3.75%Eurasian Natural Resources (ENRC) 1,236.00p +3.69%Randgold Resources (RRS) 5,200.00p +3.69%Rio Tinto (RIO) 4,022.50p +3.01%FTSE 100 - FallersVodafone Group (VOD) 150.65p -0.89%GlaxoSmithKline (GSK) 1,260.00p -0.43%Imperial Tobacco Group (IMT) 2,007.00p -0.15%Smith & Nephew (SN.) 655.50p -0.15%Shire Plc (SHP) 1,452.00p -0.14%Aviva (AV.) 384.80p -0.13%Cable & Wireless Worldwide (CW.) 91.90p -0.11%Reed Elsevier (REL) 525.00p -0.10%