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Publish date: Wed, 03 Oct 2012, 11:56 AM
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House View with a tilt towards risky assets
ETFs provide an efficient way to implement the House cross asset class views.

DB House View: Growth to bottom on Q3/Q4 and accelerate in 2013
While the central bank actions have encouraged flows into risk assets, the overwhelming policy response highlights just how fragile the outlook remains. Our base case is that growth will bottom out in Q3/Q4 and accelerate in 2013. Downside risks remain, however, which could have knock-on effects in other regions, risking a negative growth and asset price spiral.
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