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Market Tips: Get into Defensives Again

Global stocks started the week lower Monday as second thoughts about the U.S. economy's ability to recover soon spooked investors. Experts tell CNBC that increasing your exposure to defensives is a good idea.

Increase Exposure to Defensives

Increase your exposure to defensives and move away from cyclicals, advises Clive McDonnell, regional strategist at BNP Paribas Securities.

Leverage is Everything

Leverage is everything, says Paul Schulte, MD at Nomura International. He speaks to CNBC about how the shifts in leverage are affecting Asia and the U.S.

Asian Banks Not as Leveraged

Singapore's UOB, and China's CCB and ICBC are among the best valued in the world, says Paul Schulte, managing director at Nomura International.

US Earnings Season Eyed

U.S. corporate earnings season will impact the dollar and likely give support to risk currencies, says Claudio Piron, head of Asia forex research at JPMorgan.

Earnings Likely to Disappoint

David Costa, Dean at Robert Kennedy College, calls for caution after a strong market rally as corporate earnings are likely to disappoint.

Stocks in 'Summer Doldrums'

"We're into the summer doldrums and maybe a little worse than that," John Haynes from Rensburg Sheppards told CNBC when discussing the short-term outlook for the stock market.

Investors Growing Cautious

Investors are becoming increasingly cautious as the market enters the summer lull and they are taking some money off the table, Christian Gattiker-Ericsson from Julius Bär told CNBC.

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