JP Morgan AM adds China equities, sees rising EM debt

The firm moves to strategic overweight with core inflation contained but expects the global business cycle to peak in 2011, says its head of investment services Geoff Lewis.


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How will you alter your portfolio after the US election result?





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 141
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