Nhà đầu tư tháo chạy khỏi các thị trường mới nổi

KIỀU OANH

31/12/2011 10:30 (GMT+7)

Hãng tin Bloomberg dẫn nhận định của ngân hàng đầu tư Goldman Sachs cho rằng, thời hoàng kim của thị trường chứng khoán các nước BRIC có lẽ đã đi đến hồi kết.

4 nền kinh tế mới nổi lớn nhất thế giới gồm Brazil, Nga, Ấn Độ và Trung Quốc (thường gọi là các nước BRIC) đã chứng kiến các quỹ tương hỗ chứng khoán nước ngoài rút vốn ròng một khoản kỷ lục 15 tỷ USD trong năm 2011. Trong thập kỷ trước đó, thị trường BRIC đã thu hút lượng vốn ròng đổ vào lên tới gần 70 tỷ USD.

Interview: Expert says economic outlook for next year could be dimmer

English.news.cn   2011-12-25 11:18:24

WASHINGTON, Dec. 24, (Xinhua) -- Economic outlook for 2012 could be dimmer with growth pace subdued by European debt woes, feeble U.S. recovery and slowdown in emerging markets, a renowned economist of a leading American thinktank said.

Uri Dadush, director of International Economics Program at the Carnegie Endowment for International Peace, told Xinhua in a recent interview that "this year is disappointing, but not a disaster."

PAUL KRUGMAN: Joe Nocera Gets Mad

December 24, 2011, 8:37 AM

And it’s a beautiful thing to see.

Today Joe once again goes after the Big Lie — the claim that Fannie and Freddie caused the crisis — and drives home the point that the people advancing this story aren’t just wrong but are acting with intent, engaged in deliberate deception:

In Wallison’s article, he claimed that the charges brought by the Securities and Exchange Commission against six former Fannie and Freddie executives last week prove him right. This is another favorite tactic: He takes a victory lap whenever events cast Fannie and Freddie in a bad light. Rarely, however, has his intellectual dishonesty been on such vivid display. In fact, what the S.E.C.’s allegations show is that the Big Lie is, well, a lie.

Read the whole thing.

PAUL KRUGMAN: Fiscal Policy Works

December 24, 2011, 9:15 AM

Via Brad DeLong, there’s a paper by David Romer (pdf) summarizing recent research on fiscal policy, inspired by the crisis and aftermath. And his conclusion is not at all what you hear on the talk shows; it is that there is now overwhelming evidence that fiscal policy does in fact work when it’s not offset by monetary policy. And since we’re now in a liquidity trap in which conventional monetary policy has no traction, that’s the world we’re in.

PAUL KRUGMAN: Exchange Rates and Wages

December 24, 2011, 8:56 AM

A followup to my post about modern Chicago economists forgetting what Milton Friedman knew: recent events have actually given us a dramatic demonstration of the reality of nominal wage stickiness. Here’s a graph I’ve shown before:

China should prepare for trade deficit next year: former commerce official

English.news.cn   2011-12-24 23:05:16

BEIJING, Dec. 24 (Xinhua) -- China should get prepared for trade deficit in the coming 2012 due to the grim global outlook, while seizing the chance to make structural adjustment in foreign trade, the country's former vice minister of commerce Wei Jianguo said here Saturday.

Wei Jianguo, now secretary-general of the China Center for International Economic Exchanges, said at an economic forum that with export gradually falling, growth in China's foreign trade is likely to drop to single-digit next year.

Economic restructuring a "matter of life and death" for China: economist

English.news.cn   2011-12-24 23:39:47

BEIJING, Dec. 24 (Xinhua) -- Renowned China economist Li Yining said Saturday that adjusting the structure of China's economy is a "matter of life and death" while the structure of GDP is more important than its size.

IMF urges members to speed up governance reform approval

English.news.cn   2011-12-23 07:04:04

WASHINGTON, Dec. 22 (Xinhua) -- The International Monetary Fund (IMF) Thursday urged its members to step up efforts to complete its governance reform package inked last year.

The Executive Board of the IMF has reviewed progress toward implementation of the 2010 Governance and Quota Reform Package, the global lender said in a statement.

Airlines and CO2: Trade wars and morals

Trade wars and morals

Dec 22nd 2011, 15:03 by M.S.

LET'S say you think enslaving children is bad, and you decide that foreign companies that use forced child-labour should be barred from marketing their wares in the United States. Should that be allowed, under international trade laws? What if the company in question is breaking no laws in the country where it uses such labour? Isn't that country being unfairly attacked? Who is the United States Congress to decide what kinds of labour should or should not be legal in another country? Would that country not have the right to retaliate by barring imports of some American products?

Nhà đầu tư đang chuyển từ “vàng” sang “xanh”

HỒNG NGỌC

22/12/2011 09:35 (GMT+7)

Thị trường châu Âu bấp bênh đang khiến đồng USD tăng giá mạnh trở lại, hấp dẫn nhà đầu tư đổ tiền mua vào tích trữ.

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Trong bối cảnh tình hình nợ công châu Âu tiếp tục u ám, thị trường thiếu vắng những thông tin kinh tế vĩ mô quan trọng, giới đầu tư đang tiếp tục đổ tiền vào việc tích trữ USD, từ đó làm suy yếu các loại hàng hóa khác.

Hôm qua, Ngân hàng Trung ương châu Âu (ECB) đã phân bổ 489,2 tỷ Euro, tương đương 643,8 tỷ USD, cho 523 nhà băng thuộc Khu vực đồng tiền chung châu Âu, tại các cuộc đấu giá khoản vay kỳ hạn 3 năm trong ngày.

Italy's austerity plan wins final confidence vote in Senate

English.news.cn   2011-12-22 22:49:48

Italian Prime Minister Mario Monti (C) delivers a speech before a confidence vote in Rome, Italy, Dec. 22, 2011. Italy's Senate gave final approval Thursday to Monti's emergency austerity plan that he said will "save Italy" from a dramatic debt crisis. (Xinhua/Wang Qingqin)

ROME, Dec. 22 (Xinhua) -- Italy's Senate gave final approval Thursday to Prime Minister Mario Monti's emergency austerity plan that he said will "save Italy" from a dramatic debt crisis.