Gerry Alfonso

Investors are clearly becoming more cautious as the short-term direction of the market remains unclear.

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The macro-economic figures had a small net impact on the market.

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Investors seem to be favouring sectors that have low correlation with the financial sector as well as strong business prospects such as agriculture.

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The dynamics in the market were rather similar to yesterday with investors concerned about the resumption of IPOs as well as the extremely low commodity prices that we are seeing.

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It is normal to see a pullback in the property sector after the recent rally.

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The sentiment seems to be rather positive in the market with the SDR news apparently giving investors considerable confidence in the long term outlook for the economy.

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There seem to be considerable expectations of further economic stimulus, which could mitigate some deflationary pressures.

industrials

There seem to be considerable expectations of further economic stimulus, which could mitigate some of deflationary pressures.

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Banks performed solidly, particularly when compared to the overall market, over the last couple of days so a small correction is not too surprising.

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The key takeaway remains the normalization of the overall market.

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It is likely that there is some profit taking after the recent solid performance of the market.

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There might be an expectation of a recovery in the market as a substantial amount of capital, locked up for IPOs, will be released.

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Investors seem to be building positions ahead of the announcement.

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A small correction in the property sector is not surprising as investors are likely taking profits after the rally yesterday.

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Valuations in this sector remain reasonable, particularly when compared to other, more speculative sectors.

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