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Inflation flare-up: Which value stocks to buy for the recovery and rotation Value and small-cap stocks should continue to outperform in the short-term and if inflation expectations flare up in the summer this value trend should extend well into the second half With worries about inflation flaring up around the world, investors have been turning to 'value' stocks that they expect to do better from the economic recovery and benefit from the rotation out of more cyclical sectors. This trade has seen plenty of activity in recent weeks but value stocks still have the potential to rise further, ac...