Who would win a currency war?

Tim Geithner could reveal today whether or not his Treasury Department will formally label China a “currency manipulator.” There is mounting political pressure for the U.S. to take stronger action against China’s currency policy. Being perceived as “soft” on China won’t help the Democrats in upcoming November elections. And a …

More Fed Easing: A Help or Hurt To Markets?

World markets are practically giddy in their expectation for a new round of easing by the US Federal Reserve. As the Financial Times noted Thursday morning, “the FTSE All-World index is up 0.8 percent to its best level since September 2008. The benchmark has climbed 14% in six weeks–a period in which traders’ risk appetite has risen …

Thoughts on cafés and competitiveness

I was walking about in a quite-hot Barcelona this summer and badly needed a cold drink. In Asia, you never have to worry about finding a bottle of water or Coca-Cola. Small convenience stores sit practically on every corner, either hole-in-the-wall mom-and-pop shops, or the bright, boxy chain store variety. Large sections of Tokyo and …

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