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Saturday, Jan 5
Dear growth investors: Earnings growth is getting hard to find and is increasingly concentrated...
Dear growth investors: Earnings growth is getting hard to find and is increasingly concentrated to fewer big firms (last year: financials). If Fed help is less effective, where to find growth in 2013? Sectors that might see better sales-boosting chances: consumer discretionary (on rising consumer optimism), and those that get their revenues from China and emerging economies, like GM and industrials, as well as those based in emerging markets.