Handelsbanken Capital Markets:
2012: Annual Outlook: Supercycles, debt powder kegs and future winning trades - Strategy Update
- OMXS30 target: 710 followed by a rebound to 950; defensive strategies initially to prevail
- Long: AZN, Elekta, Gjensidige, H&M, Yara; short: Assa Abloy, DSV, Hexagon, NKT, SSAB
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