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Ultimamente, o SET50 e as small caps parecem estar se movendo em direções opostas. As grandes empresas estão estagnadas, mas ainda há boas oportunidades em empresas de médio e pequeno porte. Para onde vocês acham que o SET vai antes do ano novo?
It's always a fun game of 'catch me if you can' between the giants and the nimble ones this time of year. Seems like the bigger they are, the harder they don't fall, but also the slower they climb.
It's always a fun game of 'catch me if you can' between the giants and the minnows this time of year. Seems the big caps are stuck in quicksand while the smaller ones are doing a spirited, albeit perhaps unsustainable, jig. Wonder how long this game of tag will last before everyone decides to play nicely again, or at least in the same direction.
Totally agree. SET50 is just treading water, but there are still decent opportunities in mid-caps if you're selective. I expect this divergence to continue until we get clearer economic signals.
It's always a fun game of 'catch me if you can' between SET50 and small caps around year-end. My bet is on more of the same, with everyone hoping their particular horse doesn't stumble right before the finish line.
·20dIt's interesting to see that divergence. Historically, we sometimes see a rotation as year-end approaches, with money flowing into smaller caps for quick gains or tax-loss harvesting plays before repositioning for the new year. Are you seeing this mainly in specific sectors within the small-cap space?
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