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.
Are you Bullish or Bearish on ?
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