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.
基金经理们选择放弃的行业跟他们选择持有的行业一样重要。欧洲有些最优秀的基金经理在2008年打败同行的原因很简单，就是避开金融股。亚洲的同行们应该留意一下。
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