The sectors that fund managers choose not to own are as important as those they do. Some of Europe’s best managers beat their peers simply by steering clear of financial stocks in 2008. Their Asian counterparts should take note.
基金經理們選擇放棄的行業跟他們選擇持有的行業一樣重要。歐洲有些最優秀的基金經理在2008年打敗同行的原因很簡單，就是避開金融股。亞洲的同行們應該留意一下。
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