1-The elusive global economy will be replaced by a new era of regional economy alliance trigged by the US and China Cold War and weakening European Union caused by Brexit
2-China will accelerate decoupling its reliance on the US to create a self-sustaining economy with the aim to cut further ties with the US.
3- A new era of regional innovations in technology will challenge the dominance of the US tech giants in both high tech manufacturing and end-customer products
4- Central banks will learn from the failed experiment of monetary easing, to cure corporates addiction to easy money and foster meaningful, sustainable growth that delivers long term value to shareholders
5- Companies valuation will change (longer horizon) to discount share buy backs to prevent artificial rise in stock value that is currently counts for 40% the major US stock valuations
Short Term: The current market up/down volitality loop will break and market drop at least 20% to provide an incentive for investors to participate in the future growth.
2-China will accelerate decoupling its reliance on the US to create a self-sustaining economy with the aim to cut further ties with the US.
3- A new era of regional innovations in technology will challenge the dominance of the US tech giants in both high tech manufacturing and end-customer products
4- Central banks will learn from the failed experiment of monetary easing, to cure corporates addiction to easy money and foster meaningful, sustainable growth that delivers long term value to shareholders
5- Companies valuation will change (longer horizon) to discount share buy backs to prevent artificial rise in stock value that is currently counts for 40% the major US stock valuations
Short Term: The current market up/down volitality loop will break and market drop at least 20% to provide an incentive for investors to participate in the future growth.
