Riskyman has moved from smileys and graphical posts to news clippings. This implies we should start buying in small percentages now of our portfolio. I am invested 20% as on date.
Next target: To complete 100% invesment in portfolio once riskyman answers and posts here.
While quoting about new high in a down market, it is equally important to note that strong stocks like IDFC first, Berger paints, Asian Paints, Bajaj fin etc are down from their highs, so that people can add them into their portfolio, in case they think the long term trend is up.
Some leaked videos on twitter claims that deaths and condition in China is worse than what is potrayed. Official figures are growing 3 times in a week. Are the markets pricing in the supply chain disruption that will happen over the course of time? I think no.