What sectors do you expect the most activist activity in 2009?

MNSL answered 9 months ago …

There will be more activities in the following areas in 2009.

Consumer staple sector
Infrastructure
Industrial and insurance
Tech companies including software and telecoms
Resource and energy sector
Neglected and next rotating sectors
Health sector
Auto and Airlines sector
Retail

I think we will see some fire sales in the following areas in the 2nd half of this year and first half of 2010.

Tech companies including software and telecoms
Property, building and property developing sector
Resource and energy sector including forest
Grain, palm oil, industrial metal sector and precious metal sector
Industrial such as rubber, tyre, leather, ceramic and steel sector
Insurance, reinsurance and mortgage sector and some sectors in banking such as leasing and investment banking
Auto sector, tourism and airlines sector
Retail and health sector