I currently work in finance, and particularly with dividends, and my opinion as a casual observer is that a prudent investor looks for stability. So, the key is

I currently work in finance, and particularly with dividends, and my opinion as a casual observer is that a prudent investor looks for stability. So, the key is not whether you can find the strongest performance, but that you can predict better how things are changing. Two months ago everyone was waiting to see what would happen. Now the chips are starting to fall and investors can act accordingly. A simple example is that agriculture is now seen as a more stable investment where, especially in South Africa, it's actually a high risk business. But it is much less risk now in comparison to hospitality. The only other reason I can see for (perhaps premature) quick rallying is with today's technology you can move around investments much more quickly and hence corrections and speculation are all sped up in terms of their time frames.