The Great Debate UK

from Breakingviews:

Four reasons to hedge against Japanese equities

March 28, 2011

What was a contrarian view right after Japan's earthquake has become consensus: confidence in a V-shaped recovery has powered a 10 percent rally in Japanese stocks since March 15. That outlook still appears likely, but questions surround the speed and strength of the recovery. Investors should hedge against the risk that politics, power shortages, and nuclear troubles prompt investors to turn tail.

from Breakingviews:

Tragic quake may add to inflation pressures

March 11, 2011

The full economic impact of the sixth most powerful earthquake ever recorded is not yet known. Many hundreds of lives have been reported lost in Japan. Aftershocks are a danger and other nations fear a tsunami running across the Pacific will spread the damage more widely. Though uncertainty is rife, the earthquake is more likely to add to global growth and attendant inflationary pressures than subtract from them. It also raises concerns about Japan's long-running fiscal dangers.

from Breakingviews:

Trade should leave China and India both winners

December 14, 2010

Decades of mistrust haven't stopped China and India's trade from tripling in the past five years. Now China wants to restart free trade talks when Premier Wen Jiabao visits New Delhi later this week. India has long resisted such an agreement. Yet more open trade should leave both sides winners.

from Reuters Investigates:

China’s rebalancing act puts consumer to the fore

December 10, 2010

consumerWal-Mart, the world's largest retailer, now has 189 stories in China, according to its website. Soon it will have many more.  The U.S. chain has announced plans to open a series of "compact hypermarkets", using a bare-bones model developed in Latin America, the Financial Times said.

from James Saft:

Pension savers get the boot

November 30, 2010

From Dublin to Paris to Budapest to inside those brown UPS trucks delivering holiday packages, it has been a tough few weeks for savers and retirees.

from The Great Debate:

U.S., China and eating soup with a fork

By Bernd Debusmann
October 29, 2010

-The opinions expressed are the author's own-

Are economists the world over using an outdated tool to measure economic progress?

from The Great Debate:

There is no such thing as inflation

October 18, 2010

In 1987, UK Prime Minister Margaret Thatcher whipped up a firestorm of criticism from her opponents on the left when she told a magazine reporter that "there is no such thing as society", only individual men and women, and families.

from India Insight:

Going global in India’s chaotic way

October 13, 2010

Labourers walk on a flyover in front of the Jawaharlal Nehru Stadium in New Delhi September 25, 2010. REUTERS/Krishnendu Halder

India is globalising, but not the way much of the world wants.

That rather contradictory thought nagged at me one morning during the chaotic Commonwealth Games here in New Delhi.

from Chrystia Freeland:

‘We can’t inflate our way to prosperity’

By Chrystia Freeland
October 12, 2010

"There is no other policy tool available [besides quantitative easing],"' Laura Tyson, a former chairwoman of the Council of Economic Advisors, said at this morning's Reuters/YouTube live debate on how to fix the economy. Tyson argues that additional Fed purchases of long-term bonds is the most viable way to energize the U.S. economy since a new fiscal stimulus bill is unlikely to pass Congress:

from The Great Debate:

Obama and the American dream in reverse

By Bernd Debusmann
September 24, 2010

"It's like the American dream in reverse." That's how President Barack Obama, ten days after taking office last year, described the plight of Americans hit by the faltering economy. His catchy description fell short -- the dream has turned into a nightmare for tens of millions.