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Housebuilders were weak on expectations of a quicker rate hike. Now, these are being bought again as a play on rates staying low for longer, we think concerns regarding rate rises and the likely impact on the sector have been overplayed.

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    Who said: "When you have a dream, you've got to grab it and never let it go."
    A Carol Burnett
    B C. S. Lewis
    C Tobias Wolff
    D Abraham Lincoln