Value investing back in vogue for 2012, says JP Morgan

With value stocks outperforming growth stocks in January, the bank talks up emerging markets on a macro level and is overweighting Chinese and Asean equities.


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





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Underweight US
  16%
 
Overweight US
  43%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 136
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