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Rally rotation returns

Sep 17 2012  Stock market rallies usually come with a shift from defensive shares into riskier, economically-sensitive cyclicals. But as James Mackintosh, investment editor, explains, the summer rally was not led by cyclicals, and a shift into risker stocks is only just starting.  (4m 3sec)
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Produced by Darryl Thomson. Filmed by Rod Fitzgerald.
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