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Sell US, buy Japan and Europe: Australian Ethical

Cherie Marriott
Australian Ethical Investment cuts its US exposure by 27% on a hunch that improved manufacturing conditions and positive cargo movements in Europe and Japan will reap returns.
Sell US, buy Japan and Europe: Australian Ethical

Falling unemployment in Japan and an increase in European air cargo traffic have prompted Nathan Lim, portfolio manager at Australian Ethical Investment, to reduce its US holdings and boost exposure to Japan and the EU.

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