Morgan Stanley's Outlook for Q1 2013:
- Generally positive with the exception of US fiscal/political uncertainty: improving global growth, decreasing European risk premium, relaxation of Basel bank regulation
- Overweight emerging markets due to their multiyear underperformance
- Cyclicals over defensives: while defensive stocks did very well in 2012, they foresee a rotation into cyclical stocks
- Financials and Materials are the preferred sectors because of their low valuation.
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