And that's alongside a highly sentiment driven market [not that any market isn't, but we seem exceptionally touchy]... Evident by what's been happening this year...
- Markets went conservative, worrying big FIs burdened in the US
- That was followed by worrying about the European Debt
- Adding to the list was Chinese Inflation and interest rates [as if our own were not enough]
- The fresh Korean Shelling
- And yes, then the Govt. worries grace a the scams [2G, CW games and now the Home finance fiasco]
The last few mentions made notable [de]contributions to the markets this time of the year when the west anyway pulls out of the markets to book the year end.
So how do we see it.....
Check our [quite likely] valuation losses each day and worry or
Stop making the P&L each day and instead see which hopeful names show enough discounts in price that we can buy like it's an end of season sale.
P.S: This one is dedicated to the last few full of worry conversations with a few folks....
