http://blogs.reuters.com/felix-salmon/2009/11/25/the-emerging-market-bubble/ A slice of lime in the soda Sat, 25 May 2013 16:48:33 +0000 hourly 1 http://wordpress.org/?v=3.4.2 http://blogs.reuters.com/felix-salmon/2009/11/25/the-emerging-market-bubble/comment-page-1/#comment-9251 right Fri, 27 Nov 2009 15:17:18 +0000 http://blogs.reuters.com/felix-salmon/2009/11/25/the-emerging-market-bubble/#comment-9251 The Dot-com bubble was debt-financed? That's a new one. The Dot-com bubble was debt-financed? That’s a new one.

]]> http://blogs.reuters.com/felix-salmon/2009/11/25/the-emerging-market-bubble/comment-page-1/#comment-9210 Dan Thu, 26 Nov 2009 14:38:37 +0000 http://blogs.reuters.com/felix-salmon/2009/11/25/the-emerging-market-bubble/#comment-9210 Brazil isn't that young, you know. Its baby boom population is of working age right now, but its current birthrate is below the replacement level -- far lower than in the U.S.Which would be great news for the next 20 years, if only the baby boom population entering the workforce now had received an education that permitted them to enter the modern economy. Brazil isn’t that young, you know. Its baby boom population is of working age right now, but its current birthrate is below the replacement level — far lower than in the U.S.Which would be great news for the next 20 years, if only the baby boom population entering the workforce now had received an education that permitted them to enter the modern economy.

]]> http://blogs.reuters.com/felix-salmon/2009/11/25/the-emerging-market-bubble/comment-page-1/#comment-9197 Mike Thu, 26 Nov 2009 05:50:57 +0000 http://blogs.reuters.com/felix-salmon/2009/11/25/the-emerging-market-bubble/#comment-9197 Brazil is the eternal Country of the Future. Its enormous natural bounty notwithstanding, it will always be hobbled by its intractable social problems, born of demographics.Hot streaks do tend to come to a screeching halt, but EM nations have a lot going for them. Taken collectively, they have young populations, huge pools of savings and reserves, export and commodity-based economies, and pent-up demand just waiting to be unleashed. In other words, they have a future. Brazil is the eternal Country of the Future. Its enormous natural bounty notwithstanding, it will always be hobbled by its intractable social problems, born of demographics.Hot streaks do tend to come to a screeching halt, but EM nations have a lot going for them. Taken collectively, they have young populations, huge pools of savings and reserves, export and commodity-based economies, and pent-up demand just waiting to be unleashed. In other words, they have a future.

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