It's quarter-end. Everybody is now trying to make their portfolios look handsome (with window dressing).

Fund managers rushed to boost their portfolios that will be presented to clients at the end of the quarter.

It's time to take profit as the market rose for most of the last two weeks.

Technically, these stocks are due for a rebound after being oversold last month.

There is a knee-jerk reaction to this short-term political concern. But should foreign investors realize that this is not for the short term, they may be prompted to sell as well.

History seems to be repeating itself.