Songkran has come and gone and now we are back to watching the wonders of the equities market. The months of March – May are typically the busiest because we have full year earnings out and then 1Q #’s. It’s not too surprising to see that the agro/food sector has been weak this year given its stellar performance in 2H16. What is interesting is the underperformance of the health care sector, what could turn this around?