One needs to contrast continually the mental model that one has built with new evidence, to see if it needs adjustment. The model is never complete. You are dealing with something that is evolving, so you need to be alert to indications that the ingredients of your model may be rearranging themselves. Then, there is a problem of sources. Very few people think in the same terms as the foreign investor. Someone with his own local fund may think in a similar way, but stockbrokers and bankers have different concerns, and another orientation.

—Mark Lightbown