"KG get out tomorrow if you can't make a like for like comparison. "
that is the reason I put it out there
the PE argument is pretty good one so thanx for that.
here is what Marcus Padley says
"there is very little obvious correlation....
So not sure you can conclude anything from the comparison and you certainly wouldn't be making any investment decisions on the back of the correlation other than realising that "it can happen" because it happened in Japan."
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there is still time to get out , page-8
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