If I were making a bull case for equities at this juncture, here is what I would be stressing – part of the need to not have blinders on or suffer a bad case of confirmation bias (though we are positioned more defensively across most of our portfolios).
So here it is.
While the latest correction seemed mild, it did shake up a few sectors. Energy stocks were clocked for an 11-per-cent loss and the banks fell nearly 7 per cent (these are areas where buying on weakness is recommended).
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