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Thursday, 7 October 2010
6 Oct 2010
One of the developments that caused me to take a defensive view earlier in the year and recommend shunning the high beta cyclical sectors in favor of defensive sectors like telecommunication and utilities (“Contary Investing,” and “The Dual-Edged...
6 Oct 2010
If you have followed the car business over the years, you remember the cry from Detroit in the 1980s, “The Japanese have an unfair advantage and need to let the yen appreciate.” The thought process was that if the yen appreciated, people would
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