RT @nixon_apple: This summary of the crisis in Adani family companies and its implications for India is worth a read. As the chart suggests…
RT @nixon_apple: This summary of the crisis in Adani family companies and its implications for India is worth a read. As the chart suggests…
This piece by Pranab Bardhan on the political economy of the "New India" newleftreview.org/issues/ii136/a… pairs well with Chartbook #190 on the Adani crisis adamtooze.substack.com/p/chartbook-19… https://t.co/an8XXeNPac
RT @Beuysaunt: @adam_tooze @CPR_India This NLR piece is worth a read. Not all that glitters is gold… newleftreview.org/issues/ii136/a…
RT @policytensor: Chartbook #190: The Adani crisis – is Modi's house of cards at risk? , by @adam_tooze " What might a dog-fight within t…
Critical Indians have long been wondering whether the Modi-Adani-Ambani connection can hold up. Adani is now under huge pressure. Can the political-business connection hold up? @CPR_India Chartbook Newsletter #190 adamtooze.substack.com/p/chartbook-19… https://t.co/WxzBB3CknC
RT @tunkuv: The Adani crisis – is Modi's house of cards at risk? , by @adam_tooze open.substack.com/pub/adamtooze/…
Chartbook — Chartbook #190: The Adani crisis – is Modi's house of cards at risk? adamtooze.substack.com/p/chartbook-19…
Emerging equity and debt markets (including China!) have attracted $1.1bn a day in net new money this week! Fastest ever. ft.com/content/461eb3… https://t.co/Ao9Zrqw3KG
RT @maxkrahe: Might be one for @adam_tooze: Yes, rich countries are all urbanised, but not to the same degree. Remarkable range from ITA (~…
“Every investment we make, we destroy value,” “we underperform every key competitor" “We have a burning platform" "Unsustainable" "last chance" New CEO on one of UK's flagship engineering firm ft.com/content/778674…
"A repeat of the call South Africa made early in the war for a Russian withdrawal from Ukraine would be “simplistic and infantile, given the massive transfer of arms that’s occurred” " – S African foreign minister ft.com/content/2b7ee9…
@ashlarblocks @ianbremmer @wef @EurasiaGroup @nfergus @abouthungary @NgaireWoods @BlavatnikSchool @digkabri Yup. Agreed. Difference would be the sheer scale of processes at work in 21st century, global reach and the degree to which they are induced by great acceleration.
S Africa’s foreign minister was all smiles as she hosted Sergei Lavrov for 1st time since Russia invaded Ukraine. Pandor said her gov, nominally neutral in conflict, was now less inclined to criticise Moscow due to west’s supply of battle tanks to Kyiv. ft.com/content/2b7ee9… https://t.co/moj6MFWmwV
Adani sell-off hits 20%. After Hindenburg and the short-sellers, now Congress is getting in on the action. Hard to exaggerate his pivotal significance to the Modi vision & the Gujarat connection. ft.com/content/5c0b61… https://t.co/dLmJuML8jS
Global supply chain pressures, international trade and inflation this paper by Kalemli-Özcan et al ecb.europa.eu/pub/conference… Pairs well with Chartbook #189 on the ECB's inflation dilemma adamtooze.substack.com/p/chartbook-18… https://t.co/Qjqv0Hv4pU
Chartbook: Singaporean realism, carbon-free Texas & the Bathysphere adamtooze.substack.com/p/singaporean-…
RT @dwallacewells: @jburnmurdoch "In a 2020 academic analysis recently flagged by the economic historian @adam_tooze…" https://t.co/nYnj5…
RT @JohnLar55746923: Chartbook 189 The ECB's inflation dilemma. , by @adam_tooze open.substack.com/pub/adamtooze/…
RT @jokull: One of the best Chartbooks, oldie but goldie – thorough takedown of the Bond vigilante’s theory of interest rates with an inter…
RT @AntBreach: @adam_tooze Service stations are a classic example of how modern UK underinvests in infrastructure; there's a huge shortage…
RT @PRoufos: Once again, @adam_tooze adding crucial context to the monetary policy framework adamtooze.substack.com/p/chartbook-18… https://t.co/Rf64kHqwJF
RT @ronaldpint: Insightful piece by @adam_tooze : current domestic demand in the EU may not make the case for continuing strong monetary ti…
RT @AntBreach: Lovely postwar urban Britain version of Chartbook this week twitter.com/adam_tooze/sta…
With inflation in Spain/France at 7% and 16% in Netherlands the ECB faces serious inflation dilemma. Read and sign up for Chartbook Newsletter #189 adamtooze.substack.com/p/chartbook-18… https://t.co/vqaO8thOCU
As 2023 begins, ECB is divided btw hawks and doves. Chartbook Newsletter 189 on the ECB's inflation dilemma. Read and sign up for free here. adamtooze.substack.com/p/chartbook-18… https://t.co/qcbbptH42Z
Chartbook: Chartbook 189 The ECB's inflation dilemma. adamtooze.substack.com/p/chartbook-18…
Chartbook: Grim art, the BoJ's last stand, Ukrainian refugees and the border-industrial complex adamtooze.substack.com/p/grim-art-the…
Passive portfolio management is attractive in a world where investment outcomes are heavily influenced by a common global factor. That was the world of QE and lowflation argues @elerianm That is no longer our world. -> asset selection becomes essential. ft.com/content/3003ca…
Wintershall Dear (maj BASF) finds €2bn is missing frm JV with Gazprom. BASF also finds Russian blocking minority owner of Dea – LetterOne/Fridman uncooperative. BASF takes €7.3bn writedown on exit. German taxpayer on hook for €2-2.3bn inv guarantee! ft.com/content/3f98d2… https://t.co/jLR7oyQLNc
German armaments industry points out to German government that its reluctance to approve Leopard exports to Ukraine may endanger future sales and German participation in pan European projects. ft.com/content/37ac76… https://t.co/nZ8bSAtRDR
"Delegations from Michigan, Georgia, Ohio and other states have toured Europe armed with details of subsidies offered by the Inflation Reduction Act" – EU nightmare. ft.com/content/ca95d8…
RT @s_mellors: I'm thrilled to announce that my book, "Reproductive Realities in Modern China: Birth Control and Abortion, 1911-2021" has b…
RT @LionHirth: Talk vs. do It's remarkable how Germany, regarding itself a global climate action champion, and Texas, where you better don…
RT @LionHirth: The most successfull anti-clean tech campagin of recent years has been the narrative that renewables and batteries consume s…
Chartbook: Lebanese inflation, Iwo Jima, how the Netherlands grew, Pierre Bourdieu and peak gasoline adamtooze.substack.com/p/lebanese-inf…
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