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Bare Talk - Livemint.com
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The EU non-event
The ability of European financial mechanisms to directly fund distressed banks was a game-changer if it came with no riders
The Indian National Interest
Singapore dollar—more strength
In a world of 0% interest rates, if Singapore were to raise rates, it would attract more capital into the island-state rather than less
Uncategorized
Towards ‘briclipse’
It was with a shock that I discovered that the US stock market has done better than the universe of emerging market stocks, Asian stocks (excluding Japan), India, China, Brazil and Russia or BRIC independently as well, since the beginning...
Uncategorized
Uncertainty is a public good
We may never become courageous enough to remain in uncertainty, but we can learn to appreciate its usefulness in shielding us from mistakes
Uncategorized
Dilemmas down under
RBA conspicuously avoids any discussion of risks to China’s growth. That seems like a rather strange omission
Uncategorized
Diabolically myopic
The damage that has been done to the integrity of capital markets globally since the beginning of the new millennium is immense
Uncategorized
Mindboggling nonsense
The actions of the Federal Reserve are irresponsible and, hence, indefensible. Their costs outweigh local and global gains, if any
Uncategorized
Sanity is unaffordable
The genuine measure of a housing market’s performance is the extent to which it remains affordable in an economy
Uncategorized
Stagflation risks again
Even in good years, politicians in democracies are incapable of delivering bad news to people and this is a year of elections
Uncategorized
Legislating immorality
India’s problem is that its growth from 2002 to 2007 was founded partly on unsustainable demand growth
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