Which emerging markets will do well in 2014
The better-performing emerging markets are those with fewer macroeconomic, policy, and financial weaknesses: South Korea, the Philippines, Malaysia, and other Asian industrial exporters; Poland and the...
View ArticleNouriel Roubini vs El-Erian
Bloomberg discussion on economy - For more articles for Dr Nouriel Roubini visit http://DrNourielRoubini.blogspot.com
View ArticleEmerging markets in a small storm
The financial turmoil that hit emerging-market economies last spring, following the US Federal Reserve’s “taper tantrum” over its quantitative-easing (QE) policy, has returned with a vengeance. This...
View ArticleRoubini: Skilled worker vs Blue Collar worker
Roubini says the Fed is caught in a position where it needs to do more to help the economy, but at the same time, it's beginning to create new bubbles. He referred to what he sees now as "frothiness,"...
View ArticleNouriel Roubini youtube interview on next market crash
Watch Dr Doom speak on Bloomberg news. Interview from last year and now on youtube - For more articles for Dr Nouriel Roubini visit http://DrNourielRoubini.blogspot.com
View Article5 Emerging markets in real trouble are
Many emerging markets are in real trouble. The list includes India, Indonesia, Brazil, Turkey, and South Africa, dubbed the Fragile Five because all have twin fiscal and current account deficits,...
View ArticleChina weakness is a risk to advanced economies
The deep causes of last year’s turmoil in emerging markets have not disappeared. The risk of a hard landing in China poses a serious threat to emerging Asia, commodity exporters around the world, and...
View ArticleEmerging economies at risk of rising inflation
Fed has increased the pace of its QE tapering, structural reforms are not likely until after elections; and incumbent governments have been similarly wary of the growth-depressing effects of tightening...
View ArticleCanada needs to weaken currency
I would say if your currency was 10 percent weaker, that would help manufacturing. It might not be conventional wisdom, but at the margin, I would say, keeping your currency weaker right now, it's...
View ArticleMoney could flow from Canada to US
If the Fed starts to raise rates some time next year, and the Bank of Canada waits for a few months, if not quarters, then money is going to flow out of Canada into the U.S. and that is going to weaken...
View ArticleClik here to view.
Nouriel Roubini pictured with Fans
Nouriel Roubini with fans - For more articles for Dr Nouriel Roubini visit http://DrNourielRoubini.blogspot.com
View ArticleRoubini likes South Korea, Malaysia, Phillipines, HK, Singapore
There are plenty of emerging market economies that have good market fundamentals and international policies. In Asia, we particularly like South Korea, but even countries like Malaysia, the...
View ArticleRoubini update for March 2014
After the financial crisis, when emerging-market economies continued to grow robustly, that definition seemed obsolete; now, with the recent turbulence in emerging economies driven in part by weaker...
View ArticleArgentina needs political stability before upside
President Cristina Fernandez de Kirchner of Argentina at this point is a lame duck and cannot run for a new term.So the next presidential election—whether the winner is going to be Mauricio Macri or...
View ArticlePolitical unrest brings change
Nouriel Roubini on the plus points of Political Unrest"A lot of it may lead to better governance and greater commitment to growth-oriented economic policies"Read the full text at...
View ArticleNouriel on Peru
- For more articles for Dr Nouriel Roubini visit http://DrNourielRoubini.blogspot.com
View ArticleJim Rogers interview
- For more articles for Dr Nouriel Roubini visit http://DrNourielRoubini.blogspot.com
View ArticleBoom Bubbles and Busts are normal part of markets
What we need to understand is, one, that there are market failures; and two, that there are things like asset bubbles and irrational exuberance. There are periods of booms, bubbles, and manias. These...
View ArticleNouriel Roubini: Housing bubbles showing signs of top
Now, five years later, signs of frothiness, if not outright bubbles, are reappearing in housing markets in Switzerland, Sweden, Norway, Finland, France, Germany, Canada, Australia, New Zealand, and,...
View ArticleAustrailian Dollar to 0.75
David Nowakowski of Roubini's analyst thinks Aussie Dollar has room for downside risks. "Although some easing of China's credit crunch will help Australian exports in the short run, we see lower...
View ArticleGoldman Sachs is a hedgefund
I've nothing against Goldman Sachs. But Goldman Sachs isn't an investment bank. Goldman Sachs is a hedge fund. It's bigger than any hedge fund. It's more leveraged, to the power of three or five, than...
View ArticleNouriel Roubini worried Republicans will take control of Congress
If the Republican Party takes full control of the US Congress in November’s mid-term election, policy gridlock is likely to worsen, risking a re-run of the damaging fiscal battles that led last year to...
View ArticleRoubini worried about high pollution levels in Chinese cities
When you drive around the city of Beijing, you can see people on the street wearing surgical masks, or with scarves covering their nose and mouth to try to reduce the pollution they are forced to...
View ArticleClik here to view.
Nouriel Roubini quote on China, Russia and Middle East
- For more articles for Dr Nouriel Roubini visit http://DrNourielRoubini.blogspot.com
View ArticleServices can be taken over by Machines in future
Dr. Doom is concerned that computers and machines may eventually put the average humans out of work. Machines, he fears, will take away all the jobs. Roubini notes that despite dire predictions about...
View Article
