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What This Expert Is Looking to Buy

Tuesday, 25 Jun 2013 | 12:00 PM ET

The FMHR crew reveals their plays on recent positive economic data and Fed policy. And Alec Young, S&P Capital IQ, explains why he sees investment opportunities in consumer discretionary, financials and health care but is staying away from China plays. Also an update on emerging market trades, with CNBC's Bertha Coombs.