Sector Update 03/03 – 07/03

Well isn’t this funny, financials and prop-con’s are the best performers this year. I think many an Investment Committee would be quite surprised by this. This week we have the MPC meeting and several strategists are expecting a rate cut, which in recent history has led to a market decline, we think otherwise because inflation numbers are slowly creeping up.

00sum 01set 02mai

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

 

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