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

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.


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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: 144
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December 2016/January 2017 Magazine
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