Foodcos are doing bumper in the worst environment when everything was stalled. Some are compounding in nature, some are event based themes. (A article written sometime back, for curious minds - link)
Holdco was converted, as discount between holdco and underlying asset filled up + financial institutions face another major risk now - anarchy.
General
Most of industries are in bad shape, RE is dead (and hopefully black money buried should sink - if not by value, by time-value), banks r disingenuous and deceptive in numbers (a small blip has wiped out profits and assets for over smart bankers), and their main customer base - middle class doesn't/wont have jobs or purchasing power and industry doesn't need capital with over capacity and shrinking volumes. Market valuations are disconnected from the ground.
Whether investors will be hit by inflation, or deflation or currency debasement or nationalization of assets or anarchy, is unknown - the situation is precarious. And many equity or debt assets may be useless.
The only thing which may somewhat work is some compounding equity, some Gold or alt-currencies, and some agricultural land for self-use.
--The End --
