Market make a new high in general, profit taking on PV and prc property :

image

US: $ flow into tech stocks, REIT, and commodities (weak dollar as rate expectation lowered); leaving banks, medical :

image

A shares: property, basic material and industrial is stronger:

image

Market breadth: all markets are improving

image

HK market, big caps lead and making new high, while bigger is better in gerenal :

image

Market cosolidated from Feb 22 and make a new high this week, interesting is, marketcap of 4B->8B move even more, shall be due to north water:

image

image

Data confirms the previous view, shall keep focus on stocks with market cap > 5B

Advertisements