Within sectors, I think manufacturing is what I am quite positive about and within that autos and pharmaceuticals in particular because you will see a significant tailwind to margins from normalising raw material costs.
Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?
Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buying, expectations