Whilst in a general sense I agree with @madamswer, I think the economic circumstances we have faced in the last several years, lends much weight to what you are saying @mal85.
The world has existed in a state of excess savings, and this has been driven by a reduced share of wealth to labour, which has meant demand has been low (relative to GDP), which has meant interest rates have been low (abundance of savings with little demand, means lack of investment opportunities). For me, this has been well articulated by Michael Pettis. Essentially the now badly needed stimulus, as you suggest @mal85, is a badly needed transfer of those excess savings to greater society (or, if you like, from the rich to the poor).
But, frankly, all that macro stuff does not change @madamswer more general and more enduring message. And the practicalities, from an investror's point of view, probably don't change regardless of the macro circumstances (I suspect).
