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Saturday, October 1, 2022

Market Update 13/07

The rise in agri hasn’t been a surprise given the pork prices and the recovery in chicken prices (and the stagflation thesis), but the move made by the electronic sector annoys me, as I’m still working through a 5G thesis (if anyone has thoughts pls feel free to share), which could be similar to what we saw in 4G but perhaps with different players.

Banks – If the BOT wasn’t so stupid (how? they’ve only assisted in further contracting liquidity in the system, as opposed to doing the opposite) they would be a screaming buy here. Alas I see see more issues for the sector…

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