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Many of the defensive stocks are already at expensive levels, so key is whether the country's fiscal policy can help domestic-demand sensitive companies further grow.

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    Quiz

    Are you a quotes master?

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    In which movie does this quote appear: "Let me tell you something my friend. Hope is a dangerous thing. Hope can drive a man insane." ?
    A Shawshank Redemption
    B Mission: Impossible
    C Die Hard
    D Blues Brothers