FII to broker: Hold off on those INFY shares, get me a bunch of Hussains & Pynes nstead
Two academics evaluate the returns of the art markets in India, Russia and China over the last decade, using a portfolio theory/ CAPM framework.
Investors constantly hunt for alternative assets that might improve the risk-adjusted returns on [...]
Old Jungle Saying: “If you see India and China in the same article, it’s time to run for cover :-)”
The entire China vs India debate is so overdone and (mostly) futile. Unfortunately, it seems to elicit the most number of comments on IEB – largely bakwaas, unfortunately – which we have to perforce [...]
V Anantha Nageswaran
What is interesting in Daniel Yergin’s FT piece is that he deftly sidesteps the question of predicting the future for oil price—near-term or in the long-term. In recent years, he has been proven wrong. His Cambridge Energy Research Associates (CERA) has been bearish on oil since 2004-05.
More important rather than interesting are his [...]
The first Africa-India Forum summit was held at New Delhi earlier this month. There were several other events organised on the sidelines of the Summit: the first ever India-Africa Editors Conference, joint performances by Indian and African cultural troupes a seminar of intellectuals from Africa and India on India-Africa Partnership in the 21st century, a [...]
Renowned Australian author and economist Stewart Klegg brings a new angle to the India and China debate. He is scathing in his criticism of the Chinese state apparatus while claiming that there are enormous distortions in the Indian growth model due to a small oligarchy atop the system.
India is often compared with China. But [...]
YaleGlobal Online has an interesting article by Pranab Bardhan (professor of economics at UCB) that puts economic growth and income inequality in India and China under the scanner. It is notable for being an extremely balanced review of the true link to globalization, but is readable for it tests a number of related arguments.
Daniel Altman in his IHT blog opines
Not so long ago, there were only two countries that collected client states around the world: the United States and the Soviet Union. These days, it seems like anyone with some economic clout can join in the fun. China has Sudan, Venezuela has Bolivia, and now Japan has India.
It [...]
Two news articles have touched upon the Africa story recently; one by Princeton N. Lyman and Patricia Dorff in The Washington Post reasons out the basis of a new US policy in Africa while the other in Taipei Times by Alex Vines and Gareth Price harps on India’s growing economic links with Africa.
Lyman and [...]
The FT has a very illuminating article on the politics of climate change. It is illuminating because it brings a perspective to the debate that has sadly been lacking so far – one of pragmatic international relations. Taking that perspective explains why the US, China and other major polluters have not signed on to any [...]
INSEAD Affiliate Professor Patrick Turner surmises that the speed of entrepreneurship development in China is likely to erase the lead that India currently enjoys in entrepreneurship over its northern neighbour. In his view, the entrepreneurship bandwagon in both the countries has been fueled by a combination of a number of overseas residents returning to [...]
This week’s issue of The Economist has a report on how (and why) Japanese investment into China is declining.
But the appeal of China as a manufacturing hub and a huge new market is not universally shared among Japanese businesses. Some companies are moving operations to other countries instead, and others are keeping business back home. [...]
The share of the global economy belonging to emerging markets is increasing. According to Yahoo! Finance, Goldman Sachs has a new report indicating that the BRIC countries’ share of the global energy industry is now higher than that of the U.S.:
At the end of the first Gulf War in 1991, 55 percent of the 20 [...]
This has been something significant on the economic and trade diplomacy front that has largely gone unnoticed. But for a few mandarins in the Indian commerce and foreign ministries and some officials in the CII headquarters, the story has remained under wraps. It started around three years back and it is about India and West [...]
Contemplating a ban on iron-ore exports is absurd
The bulk of India’s iron-ore exports last year went to China. This is being bandied as something sinister by those who dislike China because of geopolitical reasons and by those who dislike selling ‘our’ ore to ‘them’ instead of letting ‘our’ manufacturers have it.
1. So why do Indian [...]
Ajay Shah alerts us to a draft volume published by the World Bank (free download) titled Dancing with Giants: China, India and the global economy.
Drawing upon the latest research, this volume analyzes the influences on the rapid future development of these two countries and examines how their growth is likely to impinge upon other countries. [...]
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