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Monday, October 3, 2011
"People talk of de-risking from equities to bonds, I would argue at the moment de-risking is moving from bonds which are in bubble territory into equities… they look good value,"Even if you want to stay in Asia, the stories of dividends remain very strong stories in China, in Asia things like utilities, things like telecom companies in China, where dividend yields look very rich are attractive to us… we think those will help you weather the storm as we come through this crisis" Nick Lyster, CEO of Principle Global Investors told CNBC.
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