It's been an interesting start to the year for the market, with the index bucking the seasonal trend of a good January performance

It's been an interesting start to the year for the market, with the index bucking the seasonal trend of a good January performance. This seems in fitting with other global markets, notably in China where traders continue to push the index lower after a poor 2013. China remains the dominant theme here and its clear authorities are trying to curb hot money inflows, which can boost credit in the economy. It's interesting to see that after scanning the market, I found 25% of ASX 200 listed stocks have downside potential to their consensus twelve-month price target, which is the highest number for some time. There are even nine which have 10% downside risks. It's also worth pointing out that of the top ten best performing stocks this year, eight of them are gold stocks, with SLR the best performer.