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TPP to reshape stock portfolios: fund managers

Deal expected to have long-term implications for Pacific Rim companies

Seventy per cent of Japanese branded cars sold in the US are built in North America, with Japanese makers such as Nissan Motor Co and Toyota Motor Corp ramping up investment in Mexico.


BUY Japan. Buy Vietnam. Buy US media stocks. Buy Mexican food stocks. Sell China.

For investors wanting to take advantage of the Pacific Rim free trade pact that appears to be nearing completion, that's what a savvy stock strategy might look like.

The 12 nations...

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