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To clarify - I'm not saying don't invest in things which are close to government, just to be aware of the environment such companies operate in.Nobody should be surprised if they invest in a major airline, bank, energy company etc and find government taking a keen interest in what the business is doing and exerting some influence. It's just something to be aware of unlike, say, a fashion retail chain which is pretty far removed from that sort of thing.I do agree though that there's a buying opportunity here and the only doubts are regarding the detail - waiting for the absolute bottom versus buying somewhere reasonably near.
To clarify - I'm not saying don't invest in things which are close to government, just to be aware of the environment such companies operate in.
Nobody should be surprised if they invest in a major airline, bank, energy company etc and find government taking a keen interest in what the business is doing and exerting some influence. It's just something to be aware of unlike, say, a fashion retail chain which is pretty far removed from that sort of thing.
I do agree though that there's a buying opportunity here and the only doubts are regarding the detail - waiting for the absolute bottom versus buying somewhere reasonably near.
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