GERMANY and SECTOR ROTATION
​Germany has underperformed since May. It has been dragged by Autos, Chemicals and Industrials. All those sectors relative strengths have reached important supports, and so has Germany's relative strength. These sectors should recover for a few weeks. It will be an opportunity to underweight them. Indeed, Oil and Gas relative strength has finally shown strength. It should improve more in the coming year and balance, in part, weakness in Autos, Chemicals and Industrials.
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