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You are working at Bank of America Merrill Lynch as a Portfolio Manager. You are thinking about rebalancing clients portfolio position and researching on various
You are working at Bank of America Merrill Lynch as a Portfolio Manager. You are thinking about rebalancing clients portfolio position and researching on various industries, i.e., housing construction, health care, energy, technology, financials, coal mining, and steel production. Choose one or two industry that you would expect to perform best in future. Write a brief summary and explain why your client would be convinced by your decision.
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