I think I went in a bit early, but then deliberately only about 1/3 the position I might take. It's going to have to fight with a couple of others for my IPM exit cash.
Also been both India and China, although must say my India experience a bit stale. Comparison a bit too complex for here. Things can happen very fast in India, but that is far from the norm - in general a different planet to everywhere else I have been.
Get a bit of delivery on promises here and I"ll back the truck up, but still a lot of execution risk imho.
EL
OEX Price at posting:
23.4¢ Sentiment: LT Buy Disclosure: Held
