| For investors with the view that we have seen the worst of the correction in commodity stocks for 2013, or will soon shortly, the research team at Oppenheimer believes increased exposure to the commodity-sensitive sectors of energy and materials is the way to go.
They also hold a further bias toward materials, given its leverage to any signs of recovery in global growth and its recent historical tendency to lead over the ensuing three- and six-month periods following a corrective trough in equities...............................................Full Article: Source
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