We prefer to have a vantage point from the periphery of the economy – from where you enjoy the best view, and see all the cooks spoiling the broth. We’re neither optimists nor pessimists – we are realists.
Many people today see themselves as “thinking outside the box”. But just seeing things differently to the majority doesn’t make you right of its own accord. We have nevertheless been proved right on many occasions with our critical forecasts over the past years.
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