Investors See an Opportunity in North Africa
(Bloomberg View) -- Emerging-Market Investors Take a Shine to Egypt
Egypt has been struggling to resuscitate its economy since the 2011 revolution and 2013 coup, but finally, there's reason for optimism. John Sfakianakis, director of economic research at the Gulf Research Center, explains why two recent developments look likely to reinvigorate the country's manufacturing and tourism sectors.
China's Hidden Risks Rise
China says it will rein in risky investment products, but you might want to remain skeptical. Michael Schuman says the government is stuck between two unappealing options: Impose losses on investors and risk triggering a bank run, or continue bailing them out and risk a problem that could swallow the economy whole.
France's Farmers Are More Productive Than You Might Think
Strong agricultural regulations haven't slowed down growth in France — in fact, just the opposite seems true. Reporting from the Salon International de l'Agriculture in Paris, Justin Fox examines how such a decidedly non-laissez-faire approach could result in so much decadent wine and cheese.
Trump, Russia, and a Watergate Veteran's Deja Vu
“When you start seeing a big pushback and blaming it all on the media, you know there's something there” — so says John Dean, who was White House counsel for Richard Nixon in 1973, and who knows a thing or two about political coverups. Dean and Albert R. Hunt consider the lessons the Watergate era holds for America's current political moment.
The Incentive to Leak Is Right in the Constitution
At least, that's the traditional liberal view of the First Amendment. With a constitutional clash over government leaks looming on the horizon, Noah Feldman revisits a half-century of Supreme Court jurisprudence.
Ritholtz's Reads
- How the baby boomers destroyed everything (Boston Globe)
- Seven other things you're doing wrong at a steakhouse (Bloomberg)
- Your brain as laboratory: The science of meditation (Scientific American)
(Read Barry Ritholtz's full daily news roundup here.)
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Navigating Energy Crossroads: S Jaishankar's Call For Diversified Supply Chains At G20 Ministerial Meeting
As geopolitical fault lines continue to test maritime trade routes and commodity flows, Jaishankar's message remains pertinent: true economic resilience requires open markets, protected transit lines, and a genuine commitment to multilateral cooperation rather than coercion.
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Indians Are Travelling, But Not Every Journey Is A Holiday | The Week In Whys
Pilgrims, patients and working women are the real travellers, and the system hasn't quite caught up with them.
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Getting To Work Costs Women More | The Reason Why
It is not just about women paying more than men. It is about women paying much more in cities than in villages.
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AI Bias In Investing Cannot Be Eliminated, But It Can Be Governed
Framing is a particularly important example as identical financial information presented in terms of gains rather than losses can lead an LLM to reach a different assessment.
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Joining The Dots | Dark Skies, Steady Diya: Why Hope Holds This Diwali
With war, a weak rupee and foreign outflows weighing on sentiment, policymakers at the NDTV World Summit and market veterans at NDTV Profit Ignite: Diwali Edition offered the same advice: stay invested and filter out the noise.
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The Curious Case of Equitas Small Finance Bank And A CEO Who Quit For Stock
PN Vasudevan believes persistent investor concerns over a perceived conflict of interest had become a governance overhang on Equitas Small Finance Bank's stock, even as the lender improved profitability and asset quality.
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Talking Points This Week: AI Cash Burn, A Tiger Comeback And An India That Still Finds Its Own Path
India is not immune to higher oil or tighter global liquidity, yet its earnings base is broader, its domestic policy levers are still available.
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Foreign Investors Own Half Of HDFC Bank and ICICI Bank. An LTCG Cut Could Matter Most Here
Foreign portfolio investors have US$115 billion parked in HDFC Bank, ICICI Bank. If the government cuts long-term capital gains tax, Jefferies says returning foreign money could land here first.
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'Never Seen This Level Of Negativity': Sandeep Tandon Says The Next Rally May Be Closer Than You Think
Veteran investor Sandeep Tandon says foreign selling is easing, large-caps are due a comeback and mid-caps are crowded, while he turns positive on gold, power and pharma this Diwali.