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It's time to go cyclical, says JP Morgan AM

Min Ho
JP Morgan Asset Management is bullish on stocks such as financials, citing large Chinese banks as a buy, despite recent moves to curb lending on the mainland.
It's time to go cyclical, says JP Morgan AM

Following the recent sharp falls in Asian equity markets, defensive stocks are becoming increasingly expensive, so cyclical names are the way to go, according to JP Morgan Asset Management.

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