You could well be right SuperWealthy - you may not be leaving much profit, if any, on the table at that re-entry??
My thinking on a lower level re-entry is that the reform process, and implementation of corrective strategies to deal with the issues weighing them right now, will take a little (read; lot of) time - the next update in October may be a catalyst for optimism, but probably still will not be evidentiary or definitive.
I feel there are structural issues to me made, that is usually (probably) a slow burn before benefits emerge - hopefully by the half-year report some signs will be clear?
This is a very hard one to pick, but so far has been enormously profitable, so I will track it keenly.
Good luck with your re-entry
Cheers
Cabe
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