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When we met in September-October, you made a serious case for re-visiting equities. Why should one not sell equities? My template of investing is to buy valuations and sell macro. I do not buy stocks directly, I buy markets and then my suggestion is do not sell your positions until the macro has turned bad. The argument against equity going around now is that it is a bubble and I have said many times that it is not. Some like me argue that equity markets are always pricked by central bankers as they start to see inflation at some point in time. Now, would there be inflation any time soon? The macro watchers say look at the money growth it is 20% up; look at the huge fiscal stimulus by developed economies and also emerging market economies; look at the commodity prices – copper prices are up 70%, oil has doubled in the last six-seven months. All of that would result in inflation, goes the argument.

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