Knowledge is Power: Sir Issac Newton, Emerging Markets, Corporate Feminism Edition

Japanese lessons (BBC) Canada to benefit from a strengthening U.S. economy in 2014 (MaClean’s) Why corporate feminism is convenient for capitalism (The Guardian) How U.S. Workers Rebuilt an Industry (Bloomberg) What Sir Isaac Newton can teach us about London’s ludicrous property price bubble (MoneyWeek) The safer way to access the emerging market recovery story (Trustnet) JPM’s Forey: for emerging markets worst …

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Knowledge is Power: Fed Failure, Keynes, Megaprojects Edition

What Keynes can teach us about investing  (MarketWatch) European equities safer than UK and US, says Mitchell (FE Trustnet) The story behind sluggish growth (The Guardian) Lloyds leads the way in global bank revival (CityWire) The trouble with government ‘megaprojects’ (MoneyWeek) Housing bubbles worldwide will test a big lesson from the financial crisis (Macleans) Century of Fed failure (Asia Times) Click …

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Knowledge is Power: Mexican Economy, Bubble talk, Open Borders Edition

Mexico’s economy – the bigger worry (beyondbrics) Is the commodities supercycle over? (Canadian Business) World’s Safest Emerging Markets Banks in Central & Eastern Europe 2013 (Global Finance) Waiting for a 10% market correction? Don’t hold your breath (The Star) Ultra-low interest rates are not normal, and not fair (MoneyWeek) Europe is falling out of love with open borders (The Guardian) Walls: …

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Knowledge is Power: Cycling, Brazil Stocks, Global Auto Industry Edition

Emerging-Market Banks Threatened by End of Credit Boom (Bloomberg) A look beyond the Twitter IPO finds rot beneath the gloss of recovery (The Guardian) Brazil stocks undervalued, favoured for sound governance (The Asset) Chile should continue strengthening growth and well-being, says OECD (OECD) World’s Safest Emerging Markets Banks in Latin America 2013 (Global Finance) Presentation: Economic and regulatory prospects …

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Knowledge is Power: Blackberry, Great Rotation, Foreign Holders Edition

Why BlackBerry failed (The Guardian) Canada vs. U.S.: A tale of two stock markets (The Star) Is now the ideal time to get back into emerging markets? (Trustnet) World’s Safest Emerging Markets Banks in Central & Eastern Europe 2013 (Global Finance) Bernstein Says ‘Great Rotation’ of Bonds to Stocks Flawed (Bloomberg) From financial market deregulation to fragmentation: Ladies …

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