What’s Hot? What’s Not: Biotech Bounce, Asia Off [Sector Edition]

What’s Hot

·         Biotech can be volatile, but helped by AI could be a neat long term hold.

·         Infrastructure has bounced a Summer correction, be careful of US exposure.

·         More welcome signs of life in the UK equity sectors…

·         …though the moves in UK index-linked can be difficult to fathom.

What’s Hot

What’s Not

·         China is still suffering from a lack of (expected) stimulus from the Chinese government.

·         Emerging markets and Asia were hit by the Korea collapse, and China.

·         Latin America was hurt by the very sharp overnight fall in Brazil, the dominant market.

·         Tech has had a mixed Summer, and very volatile.

What's Not