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#1: Risky markets expected to rally in 12
#2: Consensus is cautious about 2012, a contrast to a year earlier
#3: Euro crisis to abate by 2H12
#4: Corporate profit margin expansion
#5: De-equitization of markets taking place
#6: US housing affirms recovery in 2012
#7: US political outlook is a win-win for equities in an election year…
#8: China entering selective easing cycle
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Jp Morgan - Portfolio Strategy 2012

Jp Morgan - Portfolio Strategy 2012

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Published by riteshb30383
Eight Reasons to Be Contrarian in 2012; YE Target 1430
Eight Reasons to Be Contrarian in 2012; YE Target 1430

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Published by: riteshb30383 on Dec 30, 2011
Copyright:Attribution Non-commercial

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01/30/2012

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