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Sector Winner weekly 10-12 April 2566 : Bank +2.52%, Commerce +1.31%, Energy +0.84%, Prop.+0.70%, Etron. +0.21% vs Tourism -0.39%

ETF Flows Buy Investmen Grade, Bond ,Small cap.

GS 15 April 2023 Asia-Pacific Weekly Kickstart: MXAPJ advanced 2%, led by Korea (+3%), Indonesia, and Australia (both +2%) vs China (down 0-1%) lagged***GS US economists removed their June hike Fed call, and continue to expect a hike in May to a terminal rate of 5-5.25% after softer-than-expected US inflation and dovish Fed minutes.

Healthcare, commodities and financials outperformed internet (amid SoftBank and Prosus selling speculation) and info tech.

Foreigners net bought Asian equities, mostly in China A, Korea and India.

DXY also slipped to one-year lows. China and Korea trade data and China credit data surprised to the upside in March. 1Q23 earnings season has kicked off and the majority of companies will report until late-May.