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Playing the Markets: Defensive or Cyclicals?

Wed 22 May 13 | 08:15 PM ET
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Playing the Markets: Defensive or Cyclicals?

Wed 22 May 13 | 08:15 PM ET
Kelvin Blacklock, CIO at Eastspring Investments says the markets that have moved up recently are those that have seen strong earnings growth. He says these defensive markets are looking expensive while the cyclicals appear cheap.

Topics:

Investment Strategy  | Italy  | Russia  | ASEAN  | Singapore  | Squawk Box Asia
 
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