FTSE100, worst performers.

Fear appears to be back in the market whether it is QE tapering, China growth, China banking system, there's always something to give the markets the excuse to fall once sentiment has changed. It would seem sentiment has changed in the last month or two which is hardly a surprise given the bull run before. Whether this is just a correction that will see markets revert later in the year to their usual seasonal bullishness cycle remains to be seen.

For now, it is worth having a look at the FTSE100 worst performers because despite all the bullishness about some companies and sectors have seen crash level falls.

6 months

Fresnillo  -53%
Antofagasta  -39%
Randgold Resources  -33%
Anglo American  -31%
Rio Tinto  -26%

3 months

Fresnillo  -35%
Randgold Resources  -26%
Anglo American  -24%
Glencore  -24%
G4S  -20%

30 Days

Aberdeen Asset Management  -27%
Arm Holdings  -23%
Severn Trent  -21%
Old Mutual  -20%
Vedanta Resources  -20%


For some time the mining companies were leading the falls, back in April I did ask the question if the fall in mining shares were telling us of things to come in the wider market - UK mining sector, what is it telling us? The last 30 days suggest that after all the bullishness of the first half there would be a correction as other sectors now join in the falls. Hot stocks with momentum stretching their fundamentals like Aberdeen and Arm Holdings have seen major corrections in the last 30 days and Severn Trent's bid failure has seen 21% knocked off the share. Most shares have seen hefty declines.

In the last 30 days only 5 FTSE100 shares show a gain.

RSA  +3.79%
Whitbread  +2.61%
Kingfisher  +1.68%
ITV  +1.38%
Lloyds  +0.53%

At least for now, the bear is back.