Sector Update

The market rallied up some 9.5% mainly driven by the usual suspects, prop, tech and banks, in the past month to eek out the year’s return @ +1.8%. So the noise regarding the tapering has passed, and its unlikely to come back until 1Q14 we think, Europe has been quiet as well, so all we have left is politics in the US and politics in Thailand to create volatility in the markets.

00sum 01set 02mai

 

03agri 04conpro 05fin 06indus 07propcon 08resources 09service 10tech

 

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