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The J.P. Morgan View - New investment themes
by Morgan Stanley Research [More Info]
The recovery trade is becoming consensus and should lose its power to drive markets at some point. We thus diversify through 8 new investment themes for the coming year. In aggregate, they are also long equities and credit, and short the USD.
Access : For Public
Pages : 8
Category : Economics
Cost :
Free
Date Published : 2009-10-13
