The agri sector has been smacked because of raw mat costs increasing tremendously (just have a look at fertiliser prices), electronics smacked b/c of 1. They ran very too far last year 2. Another lockdown in china and again cost of raw mats increasing or becoming more scarce. Where’s the safe places? Banks, oil (good old commodities).

I’ll post later on this week the FY #’s for 2021, guarantee that people will be surprised that EPS has actually improved..

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