Macro & Markets
- EU to impose anti-dumping duties on China, Taiwan stainless steel – Reuters
- Global demand to help oil prices despite U.S. glut-senior Gulf OPEC delegate – Reuters
- Kazakhstan Extends Gold Buying Spree as Russia Keeps Assets – Bloomberg
- Fiscal virtue and fiscal vice – macroeconomics at a crossroads – Guardian
- How to Fight Currency Manipulation – Project-Syndicate
- The Thorny Task of Advocating Good Corporate Behavior – NY Times
- 3G Capital, Berkshire to Buy Kraft Foods, Merge It With Heinz – Bloomberg
- Schroders on Stealing Growth and U.S. ‘Gravitational Pull’ – WSJ
- Competition and R&D: Evidence from biopharma – Vox
- Think emerging market stocks are dogs? Think again – Financial Post…interesting read…
- The world’s next credit crunch could make 2008 look like a hiccup – Telegraph
- US Dollar Correction: Part I – The Short Side of Long
- Sputtering Emerging Markets Threaten Next Global Deflation Shock – Bloomberg
Asia