Plain and simple. Wanjikus will never influence Mr Market.
Wanjiku expects $=100 & NSE to selloff hard. Mr Market always likes to disappoint herd mentality.
Unless there is an outsize market event, the herd is highly likely to be disappointed.
I have put my skin on the line since Nov 2012 despite the glaring risks and fear parade. I stand unmoved unless a market event forces me to jump ship.
Emerging markets vs global main markets, the latter promises faster outsize performance for a decade at least.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!