Research Roundup: An ASX letdown

A tough month for the ASX 200; Chinese economic growth; and gold.

This edition of the Research Roundup includes the figures from an interesting month on the ASX 200, the latest economic growth data from China, and movements in gold.

A few weeks ago, we examined the performance of the ASX 200 by sector over the three months ending September 30. Given the events of October so far, now seems like a good time to take stock of where things stand as we move into the latter stages of 2018. As the below chart shows, October hasn’t been kind to the ASX 200, with all sectors giving back at least 4 per cent so far. The consumer sectors have had the ‘best’ month to date, with the consumer discretionary and consumer staples sectors losing 4.3 per cent and 4.7 per cent, respectively. Over the September quarter, these sectors were among the worst performers. At the other end of the spectrum, energy and information technology – two sectors which gained over 5 per cent between July and September – have struggled mightily, with both conceding more than 10 per cent this month. Rather stunningly, the telecommunications sector has followed up a strong quarter in which it gained over 20 per cent by losing 5 per cent in October.

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