Sentiment on exporter shares will take a hit because of the stronger won. Investors will probably wait until making further bets on exporters and focus on domestic-demand related stocks. |
Slower trading means that earnings will drop. It reflects the uncertainty investors have about the market's direction, and shares may not outperform the market until trading picks up. |
The decline in oil prices is positive for investor sentiment on shares of exporters. |
The economic recovery story remains intact and positive reports will continue to support these expectations. Financials and other domestic demand-driven stocks look attractive. |