Let me try to scare you into diversification 
What if we are into one of those no-returns time zones. Do you expect great +ve returns when commodity cable, chemicals etc are trading at north of 50PE
We have a history of +ve returns and media fund managers, PMS guys and most of finance world has vested interest in showing us a rosy picture. But how do we know the future. Most of us look at US markets to clue. It is a nation which is an exception on this planet.
Disc: 75% in equity. I am taking my chances but prepared for a 50% drawdown.
| Subscribe To Our Free Newsletter |
