asterisk2a + commoditization + growth + bric   3

Richard Duncan: The Real Risk Of A Coming Multi-Decade Global Depression - YouTube
50 year long debt super cycle & credit bubble up-held. Put. // hasnt created inflation because of Globalisation = deflationary! [3bn ppl living on $2/day] Collapse of marginal cost of labour, offsetting inflation pressure of QE/NIRP/credit creation last decades. // Will eventually haunt people back once globalisation has run its way in ~100-75 years & the world is actually flat. energy cost 0, marginal cost 0, economics of abundance. // // min 23 AND because of this deflationary pressure of globalisation, excess capacity, etc lead to wage stagnation & or pressure to work 4 less (Contractor, Werkvertrag, Zeitarbeit, self-employment, Zero Hour Contract, outsourcing) and longer, in western world. Leads inevitably 2 being pushed into recession & avoiding that authorities always pushed button 4 more credit. Credit growth prevented western world not 2 be pushed into recession in last decades. 2010 Private Sector cant drive recovery! Massive Gov stimulus needed +10 years, not austerity!
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september 2015 by asterisk2a
El-Erian: This Is Not 1998 or 2008 - YouTube
it is a repricing. a correction. prices got too far away (reflation of equity & co through ZIRP, NIRP, QE, speeches, plus hunt for yield & FOMO). It just happened to be China being the trigger, the wake-up call - very loud wake-up call - bc of its economic size and heft. (taper talks 2015 that made equity already nervous, and bond holders too, was too timid). Reality check. // Was it justified, yes. // In the long-run, we are all dead. And in the long-run things will, eventually, correct itself. // People may take now into account a new normal, lower interest rate environment, lower global growth, lower yields, lower inflationary pressures, lower dividend payments, more work that corporates (crony capitalism) need to do to squeeze out that earnings growth especially in the western world. inequality - low wage growth/stagnation - less discretionary spending on non-essential items (in the western world). & "realization that policy tools were less effective". &! bv.ms/1NFsFUn
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august 2015 by asterisk2a
India's Snapdeal raises $500m from international investors - BBC News
In the Indian e-commerce sector, Snapdeal competes with rivals Flipkart and Amazon for market share. // burning cash, to buy customers, and with it being a private market, only board and founders know the numbers like LTCV and the puff they add with words and milestones. Chasing the emerging middle class. The new consumer is everywhere else, but not in the Western World which is struggling. http://www.breakingviews.com/indian-e-tailers-funds-will-disappear-in-a-flash/21212651.article
e-commerce  Flipkart  Snapchat  India  China  Amazon  commodity  business  commoditization  BRIC  Developing  World  emerging  middle  class  Frontier  Markets  growth  round  Venture  Capital  customer  acquisition  LTCV  customer  retention  user  churn  user  acquisition  burn  rate  runway 
august 2015 by asterisk2a

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