Suppose that two factors have been identified for the U. S. economy: the growth rate of industrial production, IP, and the inflation rate, INF. IP and INF are expected to be 3% and 5%, respectively. A stock with a beta of 1 on IP and 0.5 on INF currently is expected to provide a rate of return of 12%. If IP actually grows by 5%, while INF turns out to be 8%, what is your revised estimate of the expected rate of return on the stock