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Value investing and cyclical investments

September 2013
a keyhole

The low growth and generally uncertain environment of the past five years has seen equity investors favour companies with predictable earnings......

The economic environment over the last five years has been extremely challenging for companies as well as equity investors. Fear and uncertainty made companies understandably cautious, with their managers keeping a tight lid on capital expenditure and strengthening balance sheets in the process....

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Sunday, December 1, 2013