The challenges facing Europe plus the growing seriousness of the economic problems facing India (more on this
from us on Monday) suggest to us that investors should look to move towards "Battleship" stocks i.e. companies with
strong cashflows, strong Balance Sheets and well entrenched competitive position (see attached note published by
us on 19th October). Those who have more speculative bets in their portfolio (eg. low quality Real Estate, Power,
Infrastructure, Capital Goods plays) should use this relief rally to exit such positions since: (a) the prevailing
valuations in the market do not require investors to load up on such low quality names; and (b) the prevailing
economic climate in India will not be able to nourish such second tier stocks.
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