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The U.S. quantitative strategy team at BofA Securities has a new report out called Five themes and how to play them, providing investors looking for bargains with a host of stock ideas to watch amid ongoing market volatility. The five themes are de-globalization, changing market leadership, inflation, cost of capital shock and productivity.
Five stock themes for bargain hunters. Plus, the one sector David Rosenberg thinks is a buy comes via ChinaTechNews.com.