What Reynard was reading overnight…
Global Macro
- Richard Branson’s plan B to save capitalism. The Economist
- There will be gain after the economic pain. Bloomberg
- But in the meantime, growth is ‘on the ropes’ according to Brookings. Financial Times
- No wonder investors are heading to emerging markets beyond the BRICS. NY Times
- But in Libya, PM Shagur is dismissed. BBC
- In Venezuela, President Chavez is re-elected. Guardian
- And in Argentina, Fernandez-Kirchner uses Falklands to mask domestic failings. Telegraph
North America
- Romney: I would arm the Syrian rebels. Guardian
- America worse than Greece on structural primary balance. EconoMonitor. But America has its dollar…
- Private equity’s golden hangover. Fortune
- ‘Too big to fail’ since 1984. Liberty Street Economics
- Nationalism in Canada. New York Times
- Ode to T Boone Pickens. BusinessWeek
Europe
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- Can Europe really ‘pivot’ to Asia? Asia Times
- Strauss-Kohn’s consulting firm a dilemma for businesswomen. BusinessWeek.
- What America’s 47% was to Romney is Scotland’s 90% to the Tories. Telegraph
- Is the Swiss military preparing for a real Eurozone crisis? Climateer Investing
Asia
- World Bank slashes Asia growth estimates. Bloomberg
- China’s ‘new left’ grows louder. Wall Street Journal
- So has the Bo Xilai crisis left the CCP stronger or weaker? National Bureau of Asian Research
- The trouble with China’s state-owned enterprises. The Economist
- The trouble with Huawei (not a state-owned enterprise). Financial Times
Local
- The Australia China Business Council’s FDI report. ACBC
- Glenn Stevens admits to insufficient Securency scrutiny. Financial Review
- Productivity Commission to tackle super default fund settings. Adele Ferguson
- What Gangnam says about Australia’s soft diplomacy. Sydney Morning Herald
- Flight Centre in court over price-fixing. The Australian
- Sedgman seeks to wind-up three Nathan Tinkler companies. Financial Review
- Lay-offs fail to ease squeeze on Toyota’s Australian operations. The Australian
- Prime Minister joins Alan Jones in the ranks of the cyber-bullied. The Age
Interesting/Other
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- Computer font designed for the dyslexic gains popularity. BBC
- Managing the investment industry’s conflicts of interest. WSJ Intelligent Investor
- The new-look FT Alphaville. FT Alphaville