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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Mass sell off on Monday?, page-25
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