China & India – “Are we deceiving ourselves again?” – Forthcoming book by Arun Shourie

We began writing about the potential for conflict between China and India in June 2008. The trigger for us was  extraordinarily naive and frankly, ignorant, comments about China and India from the celebrated Jeffrey Sonnenfeld. We felt that the world, at least the investing world, was uneducated about the strategic and military competition between  China…

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Lessons from England’s Legacy – Differences Between Lincoln’s America, Nehru’s India and Mao-Zhou’s China

America, China and India, three enormous countries, were, at one time or other, controlled or dominated by England. Each of these three countries inherited a legacy from England and the lessons learned from that legacy have determined the fortunes of each country to this day. America inherited England’s strength, its iron determination and its deep…

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Did the Average American Create the Housing Mess?

On Friday, September 19, the top news story was the massive “bailout” plan proposed by the Treasury Secretary, Henry Paulson. Every Television Anchor wanted to know on air who was responsible for this mess. Every politician from the liberal left to the conservative right bemoaned the terrible burden the plan imposes on the Average American. The message is…

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Why do we watch CNBC? How do we “safely” watch CNBC?

To say that the last week in the US markets was extraordinary seems so lame. But we cannot think of a simpler and more succinct word to describe it.   What a week it was! Monday brought the bankruptcy of Lehman Brothers, the fourth largest Investment Bank and the arranged marriage between Merrill Lynch, the symbol for America’s…

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President Bush and India – His Vision, His Accomplishments and His Legacy

Today, the reality of India as a major economy is accepted and India’s potential as a global economic power is being understood. Even critics of India, like the liberal Australian Prime Minister, have remarked that this realization was a key reason for the approval of the India exception by the 45-nation Nuclear Suppliers Group.The world looked…

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