Roger Montgomery says there is a lot of fear with investors jumping at shadows and overreacting with respect to growth wobbles in China and the US

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Roger Montgomery says there is a lot of fear with investors jumping at shadows and overreacting with respect to growth wobbles in China and the US. In the US Montgomery says the steady as she goes growth that is being achieved is probably a good thing because it allows for an orderly unwinding of quantitative easing. Slow is actually a good thing because it means that QE doesn't have to be as micro managed as it would be if growth was speeding up. Montgomery says the risk of a disorderly unwinding of QE is more likely should growth accelerate and that slow growth potentially opens the door for tapering of tapering - which would see markets get excited again. What this means for equities? Montgomery says, the dip that we are experiencing right now is probably a buying opportunity. Watch the interview


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