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Mapping the Markets A Guide to Stockmarket Analysis
Mapping the Markets A Guide to Stockmarket Analysis
Date: 06 June 2011, 01:00

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Contents
Acknowledgements x
Introduction 1
Part 1 Tools for mapping the markets 5
1 Economic cycles 7
2 Stockmarket cycles 16
3 Sector rotation 28
4 Stock selection 31
Part 2 Long-term cyclical drivers 59
5 Economic catch-up 61
6 Demographic trends 70
7 Energy 79
8 Biotechnology 85
Part 3 Downward phases of the cycle 91
9 Global imbalances 93
10 External events 97
Part 4 Taking market bearings 101
11 Stockmarkets 103
12 Sectors 117
Conclusion 120
Note on sources 123
Bibliography 124
Index 129

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