In his “Top 10 Surprises” for 2013 Byron Wien sees the Nikkei continuing bullish trend in 2013 as exports are driven by plunging Yen.
Wien also sees US domestic energy production booming as Obama administration decides that Energy, Housing, and Infrastructure are the way to drive job growth. Amongst, other themes, he sees a glut of technology, apps, social media, etc weighing on tech sector – but Apple still passes $700 – as Apple’s international sales drive growth. Full story here.
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