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No honeymoon: Next govt has only 90 days to act on economy

Dec 14, 2013

No honeymoon: Next govt has only 90 days to act on economy

Honeymoons are shortening for central governments. The next government formed after May 2014 will face huge problems if it does not drive its economic agenda quickly - maybe within the first 90 days #Inflation #Political economy #Manmohan Singh #UPA #Congress #BJP #Chidambaram #Reforms #Sonianomics #Elections 2014
Scorched earth: How Cong is screwing the economy further

Nov 25, 2013

Scorched earth: How Cong is screwing the economy further

The UPA's actions in the last year suggest not an effort to put the economy back on rails, but to damage it further #Inflation #Political economy #P. Chidambaram #Jairam Ramesh #GDP Slowdown
It's the economy stupid: Why UPA-3 can't be ruled out

Apr 16, 2013

It's the economy stupid: Why UPA-3 can't be ruled out

The fall in inflation, and the drop in oil prices, if they continue, will benefit the UPA in the next elections. It will also enable the government to spend more on freebies #Inflation #Political economy #General Elections 2014 #UPA-3
Rahul Gandhi and the seductive appeal of 'feel-good economics'

Apr 05, 2013

Rahul Gandhi and the seductive appeal of 'feel-good economics'

The economic philosophy that Rahul Gandhi outlined represents an unwillingness or incapacity to learn from the fact that these are ideas that have consistently failed in the past. #Political economy #TheLongView #Rahul Gandhi #Socialism #Economic liberalism #CII speech
China's end-game: Dark side of a great deleveraging

Jul 21, 2012

China's end-game: Dark side of a great deleveraging

The credit-fuelled China's economy is so overleveraged that a great deleveraging is the only way out. The pyramid of credit is cracking and will collapse as the underlying economy is withering. #China #Political economy #Investment #Consumption #property bubble

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China's end-game: Dark side of a great deleveraging

Sep 08, 2014

China Will Have World's Largest Economy By 2014: Report

A report says China will top the U.S. as the world's largest economy by 2024, a black eye politically perhaps but also a huge opportunity for U.S. businesses to sell their goods to increasingly affluent Chinese consumers...
China's end-game: Dark side of a great deleveraging

Sep 03, 2014

China-Taiwan Trade Deal Stalls Again; Is It Dead?

Taiwan’s ruling party has missed another chance to finalize a trade deal with Beijing, part of its plan to grow the economy. President Ma Ying-jeou had urged parliament to ratify a service trade pact during a special end-of-summer session after prote... #China #Beijing #Taiwan #Ma Ying-jeou
China's end-game: Dark side of a great deleveraging

Sep 01, 2014

Can Morocco Become An Emerging Country?

In 1999, year of the passing of King Hassan II, some North African analysts were pessimistic about the future of the Moroccan Kingdom. The country, with an ailing infrastructure and a stalling economy, was struggling hard to get out of an IMF-imposed... #China #Beijing #Taiwan #Ma Ying-jeou