Mass sell off on Monday?, page-25

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    Short selling banned
    Italy
    Spain
    South Korea

    Recovery Phase (Our biggest trade partner )
    China
    South Korea

    Buildup phase
    Germany
    UK

    Basket Case
    Italy
    Spain
    Iran

    Early intervention + Stimulus
    Australia
    USA

    Timebomb
    Africa
    Sth & Central America
    Phillipines
    Russia

    Dow Jones 21% down (off high) after Friday
    XJO 23.5 % down off high

    I guess for airlines, travel, infrastructure (airports), retail (discretionary), managed funds it's going to be tough

    For banks (govt would step in) exporters (low $ will buffer earnings), small caps (either not producing any material yet or supplying any service yet) , healthcare (established and pre production ) it is perhaps an opportunity to find value

    Anything China / South Korea facing may not be so badly off either



 
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