Credit Fueled Growth

David Stockman on Credit Driven Growth in the US

http://www.nytimes.com/2013/03/31/opinion/sunday/sundown-in-america.html

BRICS

BRICS

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Update: Travel

36 Hours in Bangalore – NYTIMES Travel

http://travel.nytimes.com/2013/03/31/travel/36-hours-in-bangalore-india.html

http://www.nytimes.com/slideshow/2013/03/31/travel/31-36-Hours.html

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Economic Issues:

BRICS and the West

http://www.bloomberg.com/news/2013-03-28/the-brics-expose-the-west-s-hypocrisy.html

The Delhi Consensus

http://www.project-syndicate.org/commentary/india-s-open-markets-and-open-minds-by-shashi-tharoor

China’s New Growth Strategy

http://www.project-syndicate.org/commentary/china-embraces-its-new-growth-model-by-stephen-s--roach

China Attempts To Tame Corruption

http://www.nytimes.com/2013/03/28/world/asia/xi-jinping-imposes-austerity-measures-on-chinas-elite.html

Chinese Banks

Malkiel on EFM

Given the heightened concerns regarding equity valuation these days, it may be worth getting a brief refresher on the efficient market hypothesis from Burton Malkiel (2012 video):

Cyprus Saga

The Cypus Saga Continues:

Good Piece by Krugman

http://www.nytimes.com/2013/03/22/opinion/krugman-treasure-island-trauma.html

Euro exit for Cyprus?

http://www.nytimes.com/2013/03/22/business/global/a-cyprexit-might-not-hurt-euro-zone-much.html

http://www.economist.com/news/finance-and-economics/21574040-european-leaders-tear-up-rules-unpredictable-consequences-bungled-bank

Fed Policy Debate

ECONOMIC HISTORY

ECONOMIC HISTORY LESSONS

The First Global Multinational – East India Company

http://www.bloomberg.com/news/print/2013-03-12/east-india-company-the-original-too-big-to-fail-firm.html

1913 – A Momentous Year for the US

http://www.project-syndicate.org/commentary/the-federal-reserve-turns-100-by-jeffrey-frankel