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Can diversification paper over the cracks in capital goods?

Can diversification paper over the cracks in capital goods?

Britain's vote to leave the European Union (EU) could significantly prolong subdued trading conditions across the largely cyclical UK capital goods sector - if forecasts from some of the world's leading economists are anything to go by. Yet the market reaction suggests investors are prepared to stomach the risk of another global recession in exchange for greater exposure to equities capable of profiting from the plummeting pound.

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