i like this first global duo --- shankar sharma / devina ..... somehow their investment philosophy and line of thinking is very similar to mine ....... i have never met them ... i dont know them at all apart from seeing them on TV .......
today devina talked about elephant in your living room syndrome ..... just imagine if that happens to you ...... what can u do ? really nothing ...... so u do the next best thing ...... u try to ignore it and hope that it will go away as it came in .... and with least damage to the house ......
this is exactly what the market is doing to election outcome .... just hoping that everything will be alright next week ... we will hv a stable government and continuation of reforms ......
but this is wish ful thinking ...... and there is something you can do in this case which u cant do in case of an elephant ...... sell out - mostly everything and move to cash ....... exactly what i have been preaching for last 5/7 days ....... be atleast 85/90 % in cash ..... sell what is saleable ...... or what can lose value substantially ......
we will have exit polls out on 13th evening and all hell will break lose on 14th itself ....... so dont wait till last minute ..... ACT NOW WHEN IT STILL NOT TOO LATE .........
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