The report discusses the sharp sell-off in equity markets post the 2012 US election, attributing it to disappointment over the election outcome and concerns about the fiscal cliff. It outlines potential reasons for market recovery, including falling gasoline prices, potential fiscal cliff compromise, and US housing recovery. The report also provides a market strategy focusing on global cyclicals and high-dividend stocks, and lists 30 stock ideas with high international revenue exposure.
documents/EFTA01123502.pdf
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