NEW YORK ( TheStreet) -- As we move into the second half of 2013, where is the best place to invest? TheStreet's Lindsey Bell and Stephanie Link, co-manager of the Action Alerts PLUS portfolio, break down where to look for value.Looking at the macro picture, Link has some expectations: For the U.S. to improve slightly, for Europe to stabilize, for China to continue improving and for Japan to sort out its consumer tax concerns in the next couple of weeks.
[video] Quick Take: Why We Are Overweight Cyclicals
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