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  • Investing In A World Of Converging Incomes [View article]
    This will be a positive sum game for all if large monetary & trade imbalances are controlled & rational policies are followed in agri , manufacturing , services & labour export/migration .
    Apr 2 07:00 PM | 1 Like Like |Link to Comment
  • India: How To Play The Pullback [View article]
    Analysts on India routinely concentrate on current & fiscal deficits , ignoring debt/DGP ratio the obvious last mile calculation . India's debt/DGP is around 50% half of US , China & EU & has been declining for the past 5 years , means however the deficits are financed , the people's incomes & government revenues are growing faster .

    Banks have had a goodrun up since Jan but are not the best investment bet today as sticky food & manufacturing inflation will not allow RBI to reduce interest rates .Call inter-bank lending rates are high means liquidity is still tight as the growing economy demands more resources .
    Mar 23 07:13 PM | Likes Like |Link to Comment
  • The BRIC Countries: India [View article]
    Missed the main points how is different from commodities rich Brazil & debt laden/ investment sink China (1) India is a high personal savings & domestic consumption story , buying gold is a favored 2) Growth model is far less capital intensive /debt accumulative than China , nor dependent any specific commodity (3) Inflation is high due to policy stagnation , the government being unable to get investment & productivity going in agriculture & infrastructure as no political party gets majority power , coalitions are norm, strong regional parties dictate (4) Low national debt to GDP but high fiscal deficit due to populist schemes & unproductive subsidies . State finances are even worse . (5) Policy stagnation , faces activism from people in courts as government functioning not transparent , national & state governments are highly corrupt . Over 85% of development expenditure for the poor & populist schemes is siphoned off.
    Mar 15 07:09 PM | Likes Like |Link to Comment
  • How The U.S. Is Quickly Becoming A Third World Country (Part 1) [View article]
    Is inevitable result of the promised easy riches thru consumer over leveraging by corporates to sell their goods & Wall Street greed & corruption that supplies the credit , which makes people feel there is an easy way out . The world is going to be more competitive with India , China , Africa joining the job & resource race .

    The corporate/big money finance of politics has reduced both the US political parties to mirror images of each other . There isn't much wrong with Main Street America , if good consumer & corporate banking practice is brought back & investment banking is very tightly regulated.
    Nov 22 04:37 PM | Likes Like |Link to Comment
  • Signs Of The Future: Developed Countries Vs. Emerging Countries [View article]
    America is paying the price of being politically an active militarist super power for the past half century & economically driven by wall street greed & deceit.

    US needs to engage the world to cut down conflict zones , we all need to quieten down our aggressive rhetoric , reduce unnecessary military spending , learn to work hard , increase our productivity , spend & save for our future , go back to the way the great economies were built in the first place.

    Russia was lucky , its system collapsed . China too is on the wrong path , of military & economic domination & it will sooner than later pay the price.
    Nov 20 06:02 PM | Likes Like |Link to Comment
  • Fixing Wall Street: Abolish Credit Default Swaps [View article]
    Wall street & those teaching & preaching the so called high quantitative finance theories have been at the leading edge of providing arguments for the mountain of deceit built by wall street.

    Propagated dubious financial theories and baseless legal arguments that have allowed them total regulatory capture of the system , have bribed the politicians thru political donations , consultancy assignments & board seats , to make rules favoring them , is nothing more than pretty simple & obvious financial corruption & terrorism of the worst kind , the financial regular crashes that have ensued have by now pauper-ed more people the world over than any corrupt Nigerian dictator , Marcos or Gaddafi .

    Wall Street & tax havens are the two root causes of corruption & misery we see today one effects the developed the other under the developed .

    The is an obvious need to have adequate margin for the risk taken by banks & insurance & the national financial regulators should stop taking high finance BS , tax havens needs to be abolished , complex holding structures disallowed , every citizen & corporate needs to be financial transparent & pay his taxes in his home country & where he earns.

    Well run financial regulators abound the world , we need to heed their sound advise and put an end the high sounding hypocrisy dished out by the few self serving dominating interests .

    We do it , we get a 100 year bull market.
    Nov 6 07:14 PM | 1 Like Like |Link to Comment
  • China: Initial Signs Of Cracking [View article]
    The high investment to return ratio will soon correct itself . China's 30% savings rate , hard working people still willing to make sacrifices , plenty of room to grow will get it out of any trouble . There will be a few much watched & repeatedly shown on CNN videos on U Tube of the "huge" unrest some where while malls in Shanghai will see almost monk like peaceful shoppers by the thousands strolling around with overloaded bags . China is no sunny South Europe , "Eat , Siesta , Pray " that god has more to give .

    The barometer of the economy can be seen from the attitude its people to work , Germans , Koreans , Taiwanese , Vietnam , right to India still have self belief and do not expect their governments to make them richer & richer thru controlling M1 & M2 .
    Nov 5 08:01 PM | Likes Like |Link to Comment
  • Europe Panics; Is Italy Next? [View article]
    Soon Germany & France will get sick of handout requests & form their own EU.
    Nov 3 10:53 PM | Likes Like |Link to Comment
  • End Of Road For Sovereign CDS? [View article]
    German & French preference for poorly run christian economies to the extremely well run Turks to run their EU scheme , topped by GSuks wonderful advise to the Greeks , ...the EU goose gets cooked by the machinations of the two Chefs ..and the world pays the bill.
    Nov 2 07:49 PM | Likes Like |Link to Comment
  • The Ugly Math Behind Italy's Sovereign Debt Crisis [View article]
    Germany needs the EU as China needs US ( well mostly... and the rest of the world a bit less ) , you want them to buy their products , you need to finance them too , that too cheaply just as China does by buying up the treasuries that give no return....from the savings of the Chinese people.
    Nov 1 10:22 AM | 1 Like Like |Link to Comment
  • China: Initial Signs Of Cracking [View article]
    China has problems with banking , poor working conditions for labor , social displacement costs , ecological damage , over investment in certain areas , but there are positives too , the high savings rate that supplies the capital , the still low per capita income & domestic demand with plenty room to grow, the system in not completely state planning driven , market does have a role , the rural un-employed & under employed wanting to join the city labour force . China can still fix its problems without much ado , unlike Europe.
    Nov 1 10:13 AM | 2 Likes Like |Link to Comment
  • Investors Must Look Beyond Greed, Fear And Loathing On Wall Street [View article]
    The only incorrect statement is "Euro plan in place " ...recession & a few bigger defaults still loom is the healthy world forgets about this sick EU and goes about its business , very unlikely to happen though .
    Nov 1 08:27 AM | Likes Like |Link to Comment
  • Is Allocating At Least 25% Of Your Portfolio To China Too Risky? [View article]
    China now needs to factor in the bank bad debts that act as subsidies , the eco damage , the people displacement costs , the undervalued currency , the restrictive labour laws , the fact that Chinese rich won't stay so won't invest in China , that an open, liberal , democratic politics & society is needed to move from the current industrial revolution like factory environment to the next level where Korea , Taiwan are now. China is too large to export forever & the rest of the world too small to buy it all up , run up large trade deficits and ask China to finance the consumer.

    China's preferred growth model is very much a fundamental cause of why US & EU have been producing too little & buying too much by printing currency & selling debt to China.
    Oct 28 07:03 PM | 2 Likes Like |Link to Comment
  • Return Of The U.S. Consumer? [View article]
    Good news that consumer has learn its lesson and the behavior changing , less credit is being used for purchases , hope the banks do not see this as an opportunity to leverage the consumer again by stealth . The save , invest , buy move of the consumer will create permanent productive jobs that US needs.
    Oct 28 03:22 AM | Likes Like |Link to Comment
  • Brewing A Chinese Banking Collapse [View article]
    China has been supporting the US & EU bubble for the past decade by subsidizing exports thru currency manipulation , forcing its banks to make bad debts to spur cheap growth , inflicting ecological damage on self & misery on its population by displacing its people at will for no compensation & exploitative labor laws with no voice at all for the unions . The unsustainable , skewed & leading to bankruptcy model of growth has been held up till now by people's forced sacrifices & savings that get invested for diminishing returns. If not corrected now which is pretty difficult in an authoritarian system as both the diagnosis & correction requires some liberal voices & democratic functioning , the political & economic collapse of China is imminent.

    What works is the simple save , invest , improve productivity model = sustainable & higher living standards for all . Large economies & US , EU & China have not been following the basic of economic growth for a while now , we are being given voodoo explanations for it all , how China will export forever , US will buy it up forever & China will return the surplussed & profits as credit to US & EU to buy more & more forever.

    Now we are all paying the bills for listening to these experts.
    Oct 27 08:11 PM | 2 Likes Like |Link to Comment