Some charts to help understand where each sector is at in terms of their aggregate profits and aggregate market cap. (1/9)
Starting with metals: does market know something that we don’t?
Healthcare: always bottoms when the line converges. So some more time before bottom?
IT: bottom done? Possible accumulation phase now.
FMCG: Beginning of a new cycle?
Banks: Undervalued?
Auto: (perennial) dark horse?
Oil & Gas: Lull continues
Realty: Nothing different
Cap goods: 2004 to 2007 like baby steps(s)?
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