Australian (ASX) Stock Market Forum

What sector will perform well when the market crashes?

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My answer is biotec and construction company. The first group nearly has nothing to do with market, more affected by its research result and fda.
The second group, it is because the government are going to increase investment in the infrastructure to simulate the economy. therefore the construction company may benefit. Am I right?
 
Sounds plausible biotechs werent hit that hard last correction not sure how the likes of leighton and multiplex etc faired.
 
Food and everyday need
Alcohol for stock depression
Break and milk to chew on while waiting to slaughter the bull for meat when it comes back
 
This is from a presentation I gave earlier in the year. It is based on the work of Sam Stovall and Martin Pring and may help.

Cheers

Shane
 

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Greetings All --

If there is an orderly bear market, then the rotation described by Shane Baker will be helpful.

If there is a panic, all assets become strongly correlated. If someone needs to raise cash, they will sell whatever has liquidity, regardless of where it is in the rotational sequence.

Thanks for listening,
Howard
 
Greetings All --

If there is a panic, all assets become strongly correlated. If someone needs to raise cash, they will sell whatever has liquidity, regardless of where it is in the rotational sequence.

Thanks for listening,
Howard

That is so true. On black Tuesday every sector was heavily sold off no matter what. Even rock solid blue chip hybrids like CBA Perls IV were sold below face value. Two weeks prior people were paying well above face value. Absolutely nothing is spared in a crash, it is give me cash cash cash at all costs.:eek:
 
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