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Bullish on consumer discretionary, industrials: Ludovic Vauthier

The house is upbeat on consumer discretionary on back of retail demand and industrials too, but are cautious on consumer staples because of expensive valuations, Ludovic Vauthier, Portfolio Manager, Edmond de Rothschild Asset Management SAS and Saint-Honore Inde.

first published: Feb 9, 2017 04:30 pm

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