I do not see it as a very big problem for the economy. If the economy will start to grow, the leading indicator for it will be credit growth which is now going to get to about 16% which has not been the case over the last five years. So I would guess in three to five years domestic facing economy stocks be it specialty chemicals, be it pharma, be it FMCG will continue to do exceptionally well.
US stocks today: Nasdaq ends lower with tech slip; investors assess softer jobs data
US markets closed mixed as weak June jobs data cooled rate hike fears. Nasdaq fell on tech and chip stock declines, while the Dow rose