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Why are markets up despite bad macros

PUBLISHED ON: September 10, 2012 | Duration: 20 min, 28 sec

   
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As CLSA's 19 annual investor conference starts in Hong Kong today, we talk to Mahesh Nandurkar at CLSA on the stock market and the macroeconomic data. He also talks about the current political impasse, the risk of a sovereign rating downgrade, the broken investment cycle, why markets are up while macros are bad and gives equity investment tips.
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