This blog had posted a long article from Dr. Vidyasagar of TCS (with his permission) on the bird flu and its various dimensions. He says the following of the swine flu and recommends two articles:
This is the best article I found today on Swine Flu. Of course I have not had the chance to read *everything*!
Unlike [...]
Mack, Lewis Blame Pay Limits for Executive Departures (Update3)
April 29 (Bloomberg) — John Mack and Kenneth Lewis, the chief executive officers of Morgan Stanley and Bank of America Corp., said pay limits tied to federal rescue funds have prompted some top employees to leave the companies.
“I had a hedge fund say to me, ‘I can [...]
Well, if you read the (mostly) glowing tributes paid by Prof. Charles Goodhart to the book written by Viral Acharya and Mathew Richardson of the Stern School of Business at the NYU, it appears that this is going to be the best reference possible on the (still unfolding) financial and economic crisis that started (or, [...]
Recently, ‘The Independent’ Newspaper had published an article on human deaths arising out of the Bird Flu virus in Egypt. Dr. Vidyasagar, renowned mathematician/scientist, currently at Tata Consulting Services in Hyderabad sent me a well-reasoned response and I have his permission to reproduce that. See below. I was reminded of his response and the article [...]
At VoxEU, a doctoral candidate in economics has an interesting http://www.voxeu.org/index.php?q=node/3490#mce_temp_url# on what France did to the pound sterling and to the US dollar. The conclusions are not exactly reassuring
Professor Martin Feldstein writes a thought-provoking piece in FT on inflation risk in the US. ‘When?’ is the question. It appears safe to ignore the risk when capacity utilization rate is below 70% and the economic unemployment rate is around 16%.
But now the large US fiscal deficits are being accompanied by rapid increases in the [...]
Check the link out: http://www.morganstanley.com/views/perspectives/files/RI_MS_OW_30MARCH09[1].pdf. I have not done so, yet.
The post was small but it makes the point that even pages of analysis would not make as effectively. It is worth reproducing in full:
April 16, 2009, 10:23 AM
Chinese Efficiency
China is becoming the world’s most energy-efficient economy.
Or maybe its statisticians are just the most creative.
In recent years, China’s reported economic growth tended to be a little [...]
James Kwak over at BaseLine Scenarios does a good job of capturing JP Morgan’s results in the last quarter. Now, what was it about the last quarter that made it so special for fixed income trading? Can some one shed some light on it, please?
While you are on the subject of bank results, do not [...]
Morgan Stanley’s Chetan Ahya’s post on Indian growth prospects post-elections is a good one. The summary looks harmless.
The recent period of strong global growth, which was premised on widening global imbalances, is over. Contraction in global growth has resulted in a major reversal in capital inflows into India and other major emerging markets. This, coupled [...]
Bare Talk at Mint
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