There are worries about an oversupply of flat panels, which is weighing on stocks.
There are growing concerns about a slowdown in the U.S. economy, which is negative for investor sentiment on exporters.
Exporters are going to lead the market higher in the second half. The fall in oil prices and positive economic indicators are supporting the advance.
Investor sentiment is recovering on lower oil prices.
The concern that U.S. economic growth is slowing is having a negative impact on exporter stocks.