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Sub prime ruminations (Part 2)

Posted by Arun Uday on January 15, 2008

Discovered how hard it is to get back to writing after a long break. Hence, the second part of the post on this topic comes after a while. However, developments in the past week have provided the ideal backdrop for this piece. Tata’s launch of the “world’s cheapest car”, Nano and Citigroup and Merrill Lynch hinting at taking larger subprime writeoffs and selling stakes to Middle Eastern and Chinese investors to bail them out of their crises are in my view, not just one off phenomena, but a pointer to a larger reality that is currently unfolding, which is – the shift in the world’s epicenter of economic activity away from the US. Read the rest of this entry »

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Sub prime ruminations (Part 1)

Posted by Arun Uday on November 27, 2007

For the past few days, I have been mulling over the fallouts and developments post the sub prime crisis in the US, and there are two strong thoughts that emerge – a)Have the global financial markets become too complex for their own good? and b)Is the US on the verge of losing its position of pre-eminence in the global economy?
As you will see, the two are kind of related, but intend to restrict this post to (a). But, before I delve in, let me take a small philosphical digression and try to connect that with the theme here.

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Posted in economics, economy, finance, sub prime | Leave a Comment »