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Indonesia’s Jokowi: Poverty Alleviation The Key

By John Richardson

INDONESIA’S new president seems like a breath of fresh air because he is outside the establishment and has portrayed himself as a man of the people.

But one of Joko Widodo’s problems is that the establishment isn’t …

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India’s Budget: The Toilet Test

By John Richardson

IT was fantastic news to hear that Narendra Modi, in his first budget as Prime Minister, has repeated his pledge of ensuring that every Indian has access to a toilet by 2019.

But will he follow through …

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How To Cash In On India’s Demographic Dividend

By John Richardson

A DEMOGRAPHIC dividend is only a demographic dividend if you can create enough jobs for most of your young people. That’s one of India’s biggest challenges.

During the economic Supercycle, cashing in on this dividend was relatively …

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How To Measure Modi’s Success

By John Richardson

WINNING an election is one thing and governing is entirely different – as the hopeless Tony Abbott is discovering in Australia (more in a later blog post).

We sincerely hope that Narendra Modi proves to be a …

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Modi’s Biggest Challenge: Tackling Poverty

 

By John Richardson

Narendra Modi, as we discussed last week, faces a big job in unlocking the stalled infrastructure investment that is holding back India’s economic growth.

Optimists, however, point to his success as chief minister of Gujarat, which …

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China Pulls Back From Funding Other Emerging Markets

By John Richardson

IT important to be relentlessly realistic about the risks no confronting emerging markets in general, now that China is focusing much more on its own internal problems and needs.

One of these risks – reduced funding of …

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Poverty Alleviation Matters More Than GDP

By John Richardson

RICH people, relatively speaking, don’t buy that many chemicals and polymers – hence, poverty reduction matters from a dollars and cents as well as a moral perspective.

Thus, a report released this week by the Asian Development …

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India Can Be Plastic Fantastic

By John Richardson

THE blog has recently heard India described as “very disappointing” by several overseas executives of major polyolefins producers.

When pressed about what they meant, they told us:…

Economic growth over the last few years has been much

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India: Less “Payback” For Pollution

By John Richardson

IF you are convinced of the accuracy of Indian government air-quality readings, then air pollution in Delhi is nowhere near as bad as that in Beijing – despite a New York Times report to the contrary.

Government …

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China’s About Turn: The Seven Global Implications

By John Richardson

HISTORIANS will end up concluding that falling emerging market currencies and stock markets – the prelude to what could be a full-blown crisis –  is really about China and not about the US Federal Reserve. The Fed …

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