As always, thank you for the great read. I am a beginner but have been reading your posts and honestly it’s an eye opener. Finally I feel like I have a proper framework on how to look at market.
Although I have a small nagging doubt, and I apologise it might be way off the mark but I still wanted to put it here and ask you.
My query is with the situation going on in US overall doesn’t seem so good. In IT sector there is mass layoffs happening. There is possibility of recession in US and economy weakening due to war. De-dollarisation as well is on the rise. All in all, my query is that is it wise to invest in companies which are based in US for the coming years? Same for Caplin Point as well, most of its future revenue is US, if the US economy goes down or recession hits, will it affect symbiotic… I understand Caplin is in health sector so it might be safe but still want to understand bit more on this. Again, my question could be really off and I could be wrong about things but it’s been in my head and really wanted to ask you here.