You'd never make any money if you just listened to Rogers, Grantham, Dalio - constantly bearish, when it was the time to be bullish. Stay invested, protect your downside risk and play for the long term.
As INR depreciated against Dollar net money made by S&P 500 is still more than NIFTY 50 in last 5 years. I have made money in India 3 times in last 4 years but it's 2.5 times net because of 17% appreciation in dollar vs inr
Jim has been consistently wrong. He is a value investor and a china bull both themes have not made money . Even if the world goes through a correction cannot stay that way for long given govt balance sheets and portfolios of politicians and pension funds. Plus most govts have to lower interest rates givennthe balance sheet and debt payment. Govts cannot afford 7% interest rates givennthir debt obligations
