Why I’m not selling everything…yet

“So are you selling everything?” was a question I got recently. A fair question since this person had just finished scrolling through two of my recent posts, five charts that should worry equity investors and what that might mean for returns in 2018. Markets rarely stay at elevated Price-Earnings valuations for long periods. The NIFTY has been at PEs higher than current on only 35 days in 19 years of trading (yes, I counted) while NSE500 has spent just 19 days at valuations at or higher than current. You can find a more detailed analysis in my guest post on

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