利用GLOBEFUND的数据,得出2007年一月领先板块,报告如下:
| Sector Name | YTD | Jan(%) | Jan-Rank |
| S&P/TSX Capped Industrials | 6.2 | 6.2 | 1 |
| S&P/TSX Capped Real Estate Index | 6.02 | 6.02 | 2 |
| S&P/TSX Capped Cons Discretionary | 4.02 | 4.02 | 3 |
| S&P/TSX Capped Telecom Services | 3.4 | 3.4 | 4 |
| S&P/TSX Capped Materials | 3.23 | 3.23 | 5 |
| S&P/TSX Capped Cons Staples | 2.43 | 2.43 | 6 |
| S&P/TSX Capped Info Tech | 0.73 | 0.73 | 7 |
| Canada Savings Bonds Index | 0.25 | 0.25 | 8 |
| S&P/TSX Capped Financials | -0.03 | -0.03 | 9 |
| S&P/TSX Capped Income Trust | -0.21 | -0.21 | 10 |
| S&P/TSX Capped Divers Metals & Mining | -0.23 | -0.23 | 11 |
| S&P/TSX Capped Health Care | -0.27 | -0.27 | 12 |
| S&P/TSX Capped Energy | -0.77 | -0.77 | 13 |
| S&P/TSX Capped Gold | -0.81 | -0.81 | 14 |
| S&P/TSX Capped Utilities | -5.97 | -5.97 | 15 |
观察:
1.领先地位的前六名包括,Industrials,Real Estate ,Capped Cons Discretionary,Capped Telecom Services和Capped Cons Staples,这在去年的领先排位中没有出现.这些板块大多数属于防守型的板块,在熊市时有较好的表现.这是否意味着今年将出现大的调整?这些板块是否能在余下的时间里继续领先,值得注意.
2.黄金和能源由于一月初的回调而排在倒数三名,这是否意味它们今年将滞后于大盘?(本人表示怀疑并相信会有好的表现).
