Key Insights on Emerging Markets

Jim O-Neill on Emerging Markets:

http://www.bloombergview.com/articles/2014-05-20/a-ten-step-program-for-understanding-emerging-markets

Can Microsoft Finally Compete With Apple in the Tablet Space?

Tim Geithner on the Financial Crisis

Martin Wolf's interview of Tim Geithner
http://www.ft.com/cms/s/2/2e13cb90-dabb-11e3-8273-00144feabdc0.html#axzz326WTeDhr

Gretchen Morgenson on Geithner’s ‘Stress Test’
http://www.nytimes.com/2014/05/18/business/geithner-staying-on-script.html

Millennials and the US Economic Recovery

Are Millennials Holding Back the US Economy?

http://www.bloombergview.com/articles/2014-05-16/millennials-need-to-leave-the-parent-trap

http://www.nytimes.com/2014/04/27/upshot/the-housing-market-is-still-holding-back-the-economy-heres-why.html

Victory for Democracy

Indian voters give the ossified Congress Party a thrashing and vote for a pro-reform agenda:
http://www.bloomberg.com/news/2014-05-15/india-to-count-551-million-votes-as-modi-projected-to-take-power.html

Foreign Policy Impact

http://www.project-syndicate.org/print/brahma-chellaney-assesses-the-likely-impact-of-narendra-modi-s-victory-on-his-country-s-economic-and-foreign-policies

Economic Impact
http://www.bloomberg.com/news/2014-05-16/modi-victory-spurs-optimism-india-economy-will-lead-bric-rebound.html 

http://www.project-syndicate.org/print/gita-gopinath-and-iqbal-dhaliwal-believe-that-narendra-modi-s-new-government-should-focus-its-agenda-on-five-areas

Market Reaction:

http://in.reuters.com/article/2014/05/16/india-bse-deutsche-idINKBN0DW0HL20140516

Global Integration Really Matters

A fascinating piece from Laura Tyson and Susan Lund:
http://www.project-syndicate.org/print/laura-tyson-and-susan-lund-show-how-countries-and-economic-sectors-benefit-from-greater-international-interconnectedness

Shadow Banking in China

While there are some fears about the bursting of the housing asset bubble in China, many feel that the biggest risk in fact lies in the growing shadow banking sector. It is, however, worth keeping in mind that China’s overall debt levels are still well below that of UK or US. As The Economist recently noted:

" The main reason why a calamitous run on Chinese shadow banks is unlikely, however, is that the country has the capacity to absorb lots of non-performing loans. Its debts, both shadowy and well-lit, are much smaller relative to GDP than they were in most Western countries before the crisis struck. More important, China’s central government and the big state-owned banks are still in rude financial health and could intervene to buy up troubled assets, preventing the credit market from seizing up. Currency controls would stop panicked Chinese from spiriting their money out of the country."