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Allianz's Born: Dax to hit 2007 highs this year

The first quarter of this year will likely see a slight dip amongst German stocks as markets digest the outperformance seen at the end of last year, according to Matthias Born.

Favouring names in the industrials and chemicals sector, Born continues to be positive on the global economic recovery.

Born is co-head of growth equities with Thorsten Winkelmann at Allianz GI and manages the Concentra A fund and the Allianz Euroland Equity Growth fund.

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