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China's Discretionary Sector vs. Staple Names

Monday, 12 Dec 2011 | 10:20 PM ET

Vineet Sharma, Head of Consumer, Asia Ex-Japan Equity Research at Barclays Capital advises to take a closer look at the China discretionary sector rather than staple names; he says that the gap has widened to a post-Lehman high, and that buying staples because they are less risky is over done. He suggests that the discretionary sector may make more sense going into 2012.