The world economy has lot of negative news which have not been fully factored in stock prices while India has lot of positive news that has been factored in Indian prices .
They key is what will happen when negative global news get factored in Indian stock prices like slowdown in commodity prices ( which might impact global consumptions ) , interest hikes in US which might reverse liquidity flows and increase risk premium .
Nifty is trading higher than fair price zone and that means factor of safety is no longer there , so it is time to tread with caution
Successful investing is all about being crazy , different and less wrong than others . The ideas and process written here may not suit all risk profiles so please check with your financial "doctor" before adopting .
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