Disengaging markets mean you have to look for special situation and specific merits

Last week we said the indices were on a knife edge with potential to go either way. Well, they went down. There was no reason to go higher and there is a limit to how long markets go sideways, so selling is the end result. Investors would rather sit on the sidelines. The resumption of a downtrend by BHP hasn't helped the sentiment.

To read full commentary, follow the link below. 

 WeeklyComm8April2016_11.pdf