I totally agree market will do the opposite if "everyone" believes in the same thing. But what is everyone thinking now? Even our Dr Kim one day say RUNN another day say crisis ended, oil no problem then next day say beware of short lived euphoria. 
Some analysts are predicting KLCI next year will be above 1800, our Minister in the Prime Minister’s Department Datuk Seri Abdul Wahid Omar is still sticking to his growth target of 5% to 6% for 2015. But World Bank cut Malaysia GDP forecast.
One article in starbiz today which quite relate to what you mentioned:
TIME TO BE FRANK AND ERNESTThe newsflow in current times is not at all positive.
As oil prices decline and the stock market gyrates with selling pressure, it is easy for the man on the street to get worried.
Comments by economists and the weak earnings season mean that the economy and corporates are heading towards a period of weakness.
The situation, however, is different from the line of messaging by the Goverment.
It is fine for the Goverment to disagree with the private sector economists and analysts by saying that it expects 2015 GDP growth to come in between the 5% to 6% range it has projected.
But the public needs to know why it is saying that. Why is the Goverment sticking to its earlier projection when conditions have changed?
The fact remains that the Goverment has all the data at its disposal. It has access to information most private parties don't. As a result of guesstimates and projections based on models that they have,the private sector forecasters are basing their estimates on their spreadsheets and observations.
communication is important the days of taking information at face value has changed. With the tide of opinion changing,
saying there is nothing to worry about is not good enough. people know that the weaker ringgit will help exports, but they also know it can lead to costlier imports and affect consumption.
Furthermore, with so much investment going into oil and gas sector, driving GDP upwards, the weaker crude oil prices mean that some companies will mothball their plans. Petronas has already said it will cut its capital expenditure by 15% to 20% next year and that will have a ripple effect throughtout the economy.
the best solution is to be forthcoming and shares its reasons why it thinks things won't be so bad. Not doing so will make the public think the goverment is in denial.THE SIMPLE fact is that at the onset of every crisis, the first thing people hear is denial and that things will be okay. Times have changed
