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Alert: New Purchases in the MarketScreener Investor Asia Portfolio

03/09/2021 | 07:33am EDT

We are currently conducting arbitrage in the Investor Asia portfolio to close positions that performed well last year but whose valuation multiples are becoming demanding. Instead, we are returning to "Value" portfolios, which are more in tune with the current trend of increasing sector rotation from growth stocks to discounted stocks.

We closed our...


ę MarketScreener.com 2021
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