By David Scott | Monday 24 December 2018
The shift to tighter monetary policies in the West is weakening credit markets and over-indebted emerging markets face headwinds from rising borrowing costs and dollar shortages, therefore investors need to focus on their response to financial stresses in an era in which policymakers will be constrained. This means that the “everything bubble” is deflating and the fact that it is happening relatively slowly should not blind investors to the threat. The world is dangerously underestimating how hard it’ll be to deal with the fallout once reality, which has been suspended for ten years, reasserts itself...
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