What’s Hot? What’s Not: Tech and Asia Hot, Gold and UK Not [Sector Edition]

What’s Hot

·         The Tech sector drove the whole US upwards this month.

·         Three Asian-centric sectors made notable progress.

·         India is bouncing after a prolonged correction, but remains expensive.

·         Emerging markets bounced without much fuel from China, which is positive.

What’s Not

·         Though China is the worst sector, it is more or less unchanged.

·         Three UK sectors were dull, two bond and UK Smallers.

·         All three sectors could be notable beneficiaries from notably lower UK interest rates in 2026.

What’s Hot

What’s Not