The reversal from last year on a sector basis is still comfortably under way. Interesting to see that the automotive sector has somewhat recovered from its doldrums from the post-yingluck government first car buyer scheme. But we are still seeing tonnes of inventory sitting around the world/region/country that has worried for this sector.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.