One of the smartest guys in the investment world is Michael Platt of BlueCrest Capital
He warned in Dec, 2011 of a huge flight to quality and how he holds only extremely liquid positions.
With the crisis re-erupting, In the Indian context, expect a further flight to quality and the most liquid stocks.
This interview is a real must watch
Markets are tumbling like nine pins all over Europe.The Greece crisis has re-erupted like a bad nightmare that does not go away.
Am reminded of this immortal dialogue from the Godfather
“The most successful investors are defined by their actions in a bear market, not a bull market.” -Lauren C. Templeton & Scott Phillips, “Investing the Templeton Way”
Promoters are increasing stake in sugar companies taking advantage of low valuations (more here)
