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corporate profits: Janakiraman Rengaraju is betting on 4 sectors. Here's why

According to Janakiraman Rengaraju, while short-term events like the MSCI rebalancing may have some impact, it is more important for investors to focus on the medium-term growth outlook and factors that drive long-term corporate earnings. Real estate and industrials, I think those are two sectors which look quite well positioned. But at this stage of the growth, I think there is enough opportunity for a lot of other sectors as well. ....

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