Although the results are positive for the stock market, the BUX is ripe for a downward correction in view of the strong rally of recent weeks.

Everything is about elections right now.

If the (next) government does not on its own cut spending and introduce reforms, the market will force it to do so.

It will come out after the election. In two or three months' time we will live in a different world.

We're positive on IT in Europe...it's different from the correction we've seen in the U.S..

As we move into the second quarter, we still envisage a mild correction in markets. This is positive in the medium term as it will just take some of the steam or froth out of the market.