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OCD and the ‘non-crisis crisis’

Weekly investor research

01 September 2015

It would be wise to quickly dispel the notion – popular in some circles – that the 1997 Asian crisis is upon us again. Focus on the facts. Emerging Markets is a mixed bag, but one that contains many tasty morsels. Conditions are radically different from the late 1990s. The market’s other obsession – with Fed hikes – is also bordering on the compulsive. The Fed is right to try its best to make the correct decision, but investors should worry more about low growth, falling productivity, lack of investment, financial markets that are propped up by hot QE air, major medium term debt issues and lack of reform.

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