6th OCt Thoughts

 Last week was last week of Q3. Lots of selling from both retails and corporates.

First time in this Q, I have seen retails sold off their positions.

Surprising banks, a retail loving sector is sold. retails and defensive stocks are bought. Is it because of volatility of Oct and USA election?

Institutions are buying into some growth stocks like SembCorp, Thai Bev and Venture. Looks like these stocks are likely to recover quicker.



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