‘Don’t overburden central banks,’ says India’s Rajan – BBC News 08-25-15

On August 25, 2015   /   Economics, Global Economy, India Economy  

Salient to Investors: Raghuram Rajan at Reserve Bank of India said: Central banks’ use of cheap money to tackle economic problems, rather than painful reform, has to stop and continuation risks doing more harm than good. Central banks cannot carry the whole burden and may not have the tools to deal with demographic change

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Back to Fundamentals in Emerging Markets – Project-Syndicate 08-13-15

On August 13, 2015   /   Brazil Economy, China Economy, Economics, Emerging Market Economies, India Economy, Turkey Economy  

Salient to Investors: Dani Rodrik at Harvard said: Emerging markets may be seen to be in deep trouble but do not deserve the doom-and-gloom treatment they are getting. Stronger economic headwinds ahead will make it easier to distinguish countries that have strengthened economic and political fundamentals from those that have relied

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Fareed Zakaria GPS – CNN 03-22-15

On March 22, 2015   /   Defense, Economics, Fareed Zacharia, Financial Services, India Economy, Israel Economy, Michael Lewis, Saudi Arabia Economy, US Economy  

Fareed Zakaria said: The greatest vulnerability for Israel is its legal jurisdiction over 4.5 million Arabs who have neither a state nor a vote – a situation that cannot last in a democratic society. The Stockholm IPRI says Israel’s defense budget is larger than that of Egypt, Jordan, Syria and Lebanon

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Fareed Zakaria GPS – CNN 02-15-15

On February 15, 2015   /   China Economy, Economics, Europe Economy, Fareed Zacharia, Germany Economy, Gillian Tett, Global Economy, Greece Economy, IMF, India Economy, Russia Economy, US Economy, Zanny Minton Beddoes  

Salient to Investors: Fareed Zakaria said: The IEA said Russia faces a perfect storm of collapsing oil prices, international sanctions and currency depreciation. The IMF predicts the Russian economy will contract by 3% in 2015. Putin does not respond to higher costs in a rational calculating manner. Military aid to

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Zanny Minton Beddoes – Charlie Rose 02-10-15

On February 10, 2015   /   Brazil Economy, China Economy, Construction, Economics, Europe Economy, Global Economy, India Economy, Infrastructure, Iran Economy, Japan Economy, Nigeria Economy, Oil & Gas, Russia Economy, US Economy, Zanny Minton Beddoes  

Salient to Investors: Zanny Minton Beddoes at The Economist said: The economy’s fundamental drivers, particularly rapid technological change, means that the rewards disproportionately go to the top. The latest IMF research suggests that you get stronger and more lasting economic growth in societies that are more equal. The last time

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Fareed Zakaria GPS – CNN 02-01-15

On February 1, 2015   /   Africa Economy, China Economy, Economics, Fareed Zacharia, India Economy, Latin America, Mexico Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Negative foreign policy is about preventing bad things from happening, confronting dangers and dealing with bad guys. Positive foreign policy is about building new relationships, expanding markets and opportunities, strengthening alliances and values. India will be the next global Goliath, though not as fast growing

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Fareed Zakaria GPS – CNN 01-18-15

On January 18, 2015   /   China Economy, Europe Economy, Fareed Zacharia, France Economy, Global Economy, India Economy, Indonesia Economy, Iran Economy, Japan Economy, Nigeria Economy, Russia Economy, UK Economy, US Economy, Venezuela Economy  

Salient to Investors: Fareed Zakaria said: The theory that “we fight them there so we don’t have to fight them here” is still wrong and would commit the US to a fool’s errand for decades. Cherif Kouachi, one of the Paris terrorists, testified that it was American intervention in the Middle East

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