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Growth Bubble - Is It 2000 All Over Again?
David Keir and Graham Campbell
"We have spoken at length over the past 12 months on valuation anomalies, where share prices appeared to diverge from the underlying prospects for a business. We highlighted the ratings of the so-called quality shares or the “bond proxies” which appeared at odds with company fundamentals. The other major anomaly, in our view has been…
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