LOL, somewhat random this post, with what exactly do you disagree waseem? Nusret, yes, the US is rising and the crisis is Europe is more still than again, but we population are suffering with wage cuts and so on. Japan has been under-performing for several years now.
You're definitely right. One of the best comments on this topic I've read so far. It all changes over night, so those long-term predictions are really hard to become true, unless you're a damn prophet.
I honestly think that these were fairly safe bets for him to make at that point. These predictions were largely based on the findings of 2013 Q4 in comparison to what was seen the same time in 2012. I think he was safe to make the predictions in all cases.
I can certainly say that the European prediction is about to get true as days go by. Politics are really influencing the economy in the EU market due to strict regulations that are set by the later. I would have to say that he is at least 25% right
I'm not so sure with the other things but I'm pretty positive that the emerging markets will be able to make a come-back. I think that remains to be the trend right now that most investors are becoming more confident to invest in emerging markets, mainly because of the drive to excel in the market and also the overall attitude of the people involved in it. If you look at Asia and South America, most of the jobs are really there and a lot of companies are pulling out of developed markets to begin in emerging markets instead.
I agree with the emerging markets point, and Japan under performing. They are only technically underperforming, because we expect huge growth, people still aren't out of the bubble mentality.
I don't think anyone can make exact pinpoint predictions. Usually the people who get it right use vagueness or guess on pure luck. I'm hoping for positive outcomes.
Not sure I agree 100% with him. That 4% kills it a bit, the others are all possible but the 4% is going to be a tough one.
These do seem like pretty safe predictions. Given that, I think he may be wrong on Japan and on some emerging economies. As things in and around Russia heat up, Japan has some to gain as the US could move more forces into the Pacific Theater. Also, post-Soviet emergent economies will become embroiled in the conflict as well, which would divert attention from developing their economies. Of course, if these same nations get more aid as both eastern and western governments dangle money in front of them, they could show growth.
Yeah, no one could really predict the hard stuff easily. Especially that 4% and I agree that all we can do is wait for results and outcomes. There never really was an easy day.
