Consumer Staples was the only winner (+37%). Cyclical value sectors and emerging markets outperformed over a broader 1999-2003 time frame.
I have been buying consumer staples... Kraft, Nomad. Might add more. Sizeable position in Kraft. Hope these historical correlations repeat.
I have been buying consumer staples... Kraft, Nomad. Might add more. Sizeable position in Kraft. Hope these historical correlations repeat.