It's too early to say we have a new trend after just two to three days. I don't see a shift in the trend as earnings are ok, global economics are ok, at the moment I'd say it was more short-term. |
We're positive on oil and resources because the oil price is not coming down. They're still interesting, especially on the valuation side. |
You'll see more and more households using only mobile and that's a bad development for the incumbents. |