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A roundup of what The Globe and Mail’s market strategist Scott Barlow is reading this morning on the Web

What a mess. This period of excess volatility will pass, but, for now, there are so many potential portfolio-crushing sinkholes in global markets that it’s hard to know where to start.

Selling started in Hong Kong as the Hang Seng sold off sharply and finished the session down 3.9 per cent. I suspect global portfolio managers interpreted this as a sign that selling pressure in China will be intense once the New Years’ holiday is over.

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