Look for retail investors and brokerage dealers to pinpoint individual shares that are liquid and carry a theme.
Foreign selling seems to be behind sharp losses in some stocks like Matsushita. It's no secret they want to lock in profits in Japanese shares after being severely hurt in steep falls in U.S. shares.
High-tech gains are sort of a given. But if bank shares continue to struggle after Monday's dismal losses, that could put a damper on the broader market.