Being very concentrated is a big risk, unless you have very strong views about a specific group of stocks, it's better to be diversified. Luca Paolini More Quotes by Luca Paolini More Quotes From Luca Paolini The economic weight of China is much, much bigger than its financial weight, i wouldn't put Chinese financial market volatility as the main risk for this year but if there's contagion from the Chinese economy to the U.S. and European economies, that's a much more dangerous development. Luca Paolini company-news
