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Jan was a good month with foreign and local funds net buying. Feb started off with foreign net selling for 5th session - profit taking and risk off mode probably as earnings season for klse companies around the corner coupled with external headwinds. Let's see how it goes after CNY as the earnings season goes into full swing. US correction should be done by then :)
Bonus info for new investors in Inari( please double check yourself) :
Main client list for Inari 3 largest segments:
1. RF - Broadcom/ Apple
2. Optical - Broadcom / Google
3. Memory - Western Digital / Sandisk
You may use this info for further research direction!
