Tag Archives: Economy

What executives think about the economy: 2004 to now

This continually updated interactive tracks how executives around the world have viewed economic conditions and the economic prospects of their companies, and how those views have differed over time and across industries, regions, and types of company.

Read full report http://www.mckinsey.com/insights/economic_studies/what_executives_think_about_the_economy_2004_to_now?cid=other-eml-alt-mip-mck-oth-1312

 

How The Economic Machine Works by Ray Dalio

Please look at this 30 minute video made by Ray Dalio (net worth 13 billion $), the founder of Bridgewater Associates (assets under management of 150 billion $) which is the Biggest Hedge Fund ever.

Video Link

http://youtu.be/PHe0bXAIuk0

Additional Research paper can be viewed here

http://www.bwater.com/Uploads/FileManager/research/how-the-economic-machine-works/ray_dalio__how_the_economic_machine_works__leveragings_and_deleveragings.pdf

Insights into the Global Financial Crisis – An Excellent Read – updated

An Excellent read into what happened during Global Financial crisis, how investment management changed and what were the implications.  A must read for anyone looking into insights or knowledge of GFC.

“In the pursuit of progress, we are thus seemingly hardwired for both groupthink and innovation. Unfortunately, the interaction of these two—innovation and collective delusion—in the realm of financial markets all too frequently feeds a wave that builds until it can do so no longer, inexorably crashing upon the shore with systemic impact. ”

Download the full book at http://www.cfainstitute.org/learning/products/publications/rf/Pages/rf.v2009.n5.18.aspx

Economy FirstCut Inflation: WPI inflation at a 7-month high

WPI Inflation rose to 6.5 per cent in September from 6.1 per cent in August. WPI inflation has surged in the last four months from 4.6 per cent in May due to rising inflation in primary articles and fuels, which have over one-third weightage in the WPI. The prices of primary articles rose over 13.5 per cent in September. Core inflation – measured by both non-food manufacturing inflation and CRISIL Core Inflation Indicator (CCII) – continued to remain weak at 2.1 per cent and 2.7 per cent, respectively in September. With inflation now out of RBI’s comfortzone for four months in a row, we expect a 25 bps repo rate hike on October 29, 2013.

Read more at Economy First Cut Inflation

Economic Conditions Snapshot, September 2013: McKinsey Global Survey results

Global executives are increasingly positive about the direction of the world economy, though in our latest survey on economic conditions,1 the source of their optimism has shifted away from emerging markets and toward the developed world. For the first time since we posed the question 18 months ago, respondents say they no longer expect developing markets to lead global economic growth over the next decade. Instead, they expect developed markets—and an improving Europe in particular—to advance future growth.

Read complete report at http://www.mckinsey.com/insights/economic_studies/economic_conditions_snapshot_september_2013_mckinsey_global_survey_results