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Monday, 10 October 2011

Quick look at the bubbles elsewhere

Posted on 01:15 by Unknown
As recommended by a commenter in the last article here is some news about property bubbles in emerging markets (also I want users to post new comments here) - most links from the last 2-3 weeks

Property
BRICS other than India

  • http://www.marketwatch.com/story/property-gloom-deepens-as-china-holiday-ends-2011-10-07
  • http://in.reuters.com/article/2011/10/09/idINIndia-59759220111009 
  • http://www.time.com/time/magazine/article/0,9171,2096345,00.html 
  • http://brazil.homesgofast.com/news/seven-brazilian-cities-seven-real-estate-rises-I2303/
  • http://rbth.ru/articles/2011/10/05/bricks_and_mortar_back_to_the_bubble_13538.html
  • http://housepricesouthafrica.com/graphs/
  • http://www.brazilianbubble.com/

 Non Brics

  • Canada http://www.canadianrealestatemagazine.ca/news/item/828-bubble-talk-on-the-rise-in-canada 
  • http://thehousingbubbleblog.com/?m=20111007
  
Other bubbles 
  • Commodites http://www.economonitor.com/lrwray/2011/09/27/is-the-commodities-bubble-a-case-of-index-speculation-by-money-managers/
  • Chinese internet and  Tech bubble http://www.forbes.com/sites/panosmourdoukoutas/2011/09/30/the-chinese-internet-bubble-is-busting/
  • Indian Internet bubble http://www.businessinsider.com/india-tech-reaches-near-bubble-stage-2011-10
  • US bubble #3 - Groupon, Facebook, Netflix. Google, Twitter, Zillow, Zynga, No comments on this http://www.theregister.co.uk/2011/09/20/bubbles_and_silicon_valley
  •   http://www.nytimes.com/2011/10/10/business/global/households-pay-a-price-for-chinas-growth.html?ref=world

    Developed world economy - Lost decade(s) looming

    •  Back To Mesopotamia http://www.bcg.com/documents/file87307.pdf
    • http://www.zerohedge.com/news/muddle-through-has-failed-bcg-says-there-may-be-only-painful-ways-out-crisis
    • Merkozy and the Greek tragedy http://www.telegraph.co.uk/finance/financialcrisis/8782663/Debt-crisis-live.html


    Fresh bout of gloom and doom. Remember the last time the world was in this rut was in 1937 and it took a world war to come out of it ...

    Gold price over the decades
    (courtesy Bullion Vault)

    USD INR


    http://www.google.com//finance?chdnp=1&chdd=1&chds=0&chdv=1&chvs=Linear&chdeh=0&chfdeh=0&chdet=1318234074792&chddm=365965&q=CURRENCY:USDINR&ntsp=0
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