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Взлеты и падения государств. Силы перемен в посткризисном мире - Ручир Шарма

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“Is That a Kleptocrat in Your Balance of Payments?” Financial Times Alphaville, March 10, 2015.

Kaminsky, Graciela, Saul Lizondo, and Carmen Reinhart. “Leading Indicators of Currency Crises.” International Monetary Fund, 1998.

Keohane, David. “China, When a Hot Money Outflow Threatens to Become a Torrent.” Financial Times Alphaville, May 13, 2015.

Lowther, Ed. “A Short History of the Pound.” BBC News, February 14, 2014. “NRIs Sent Home $ 65 Billion in Past Six Months: Lord Swraj Paul.” Press Trust of India, April 22, 2015.

“Pushing the Limits of International Trade Policy.” World Bank, 2014.

Sanyal, Sanjeev. “The Random Walk: Mapping the World’s Prices 2015.” Deutsche Bank Research, April 14, 2015.

Sharma, Ruchir. “And Then There Were None.” Economic Times, September 5, 2000.

Sharma, Ruchir. “Why Europe Will Bounce Back in 2013.” Financial Times, December 18, 2012.

Sharma, Ruchir. “Don’t Expect Emerging Markets to Be Flooded in Cheap Money.” Financial Times, May 20, 2013.

Singh, Shweta. “Mexico Has a Competitive Edge.” Lombard Street Research, August 1, 2014.

Глава 9. Поцелуй долга

Abiad, Abdul, Giovanni Dell’Arrica, and Bin Li. “Creditless Recoveries.” International Monetary Fund, 2011.

Akarli, Ahmet, and Michael Hinds. “Turkey’s Dormant Fault Line.” Goldman Sachs Research, May 10, 2013.

Alessi, Lucia, and Carsten Detken. “Quasi Real Time Early Warning Indicators for Costly Asset Price Boom/Bust Cycles: A Role for Global Liquidity.” Economic Journal of Political Economy 27, no. 3 (2011).

Anderlini, Jamil. “China: Overborrowed and Overbuilt.” Financial Times, January 29, 2015.

Anderson, Jonathan. “Back on the Wrong Track.” EM Advisers Group, September 11, 2013.

Anderson, Jonathan. “The Auto Theory of Central Europe.” EM Advisers Group, April 9, 2014.

Biggs, Michael, Thomas Mayer, and Andreas Pick. “Credit and Economic Recovery: Demistifying Phoenix Miracles.” DNB Working Paper, 2009. “Boomophobia.” CLSA Research, 2007.

Borio, Claudio, and Mathias Drehmann. “Assessing the Risk of Banking Crises-Revisited.” Bank for International Settlements Quarterly Review, March 2, 2009.

Broda, Christian, and Stanley Druckenmiller. “The Fed’s Faulty 1937 Excuse.” Wall Street Journal, April 15, 2015.

Buttiglone, Luigi, Philip Lane, and Lucrezia Reichlin. “Deleveraging? What Deleveraging?” Center for Economic Policy Research, 2014.

Caballero, Ricardo J., Takeo Hoshi, and Anil Kashyap. “Zombie Lending and Depressed Restructuring in Japan.” American Economic Review 98, no. 5 (2008): 1943–77.

Calderón, César, and Megumi Kubota. “Gross Inflows Gone Wild: Gross Capital Inflows, Credit Booms and Crises.” World Bank Policy Research Working Paper, 2012.

Calvo, Guillermo, Alejandro Izquierdo, and Ernesto Talvi. “Phoenix Miracles in Emerging Markets: Recovering without Credit from Systemic Financial Crises.” National Bureau of Economic Research, Working Paper no. 12101, March 2006.

Caprio, Gerard, Daniela Klingebiel, Luc Laeven, and Guillermo Noguera. “Banking Crisis Database.” World Bank, 2003.

Chancellor, Edward, and Mike Monnelly. “Feeding the Dragon: Why China’s Credit System Looks Vulnerable.” GMO, January 2013. “China Faces the Kiss of Debt.” Email to Dev Kar, May 13, 2015.

“China’s Property Problems.” Goldman Sachs Global Investment Research, October 21, 2014.

“China’s Rigged IPOs.” Wall Street Journal, December 2, 2015.

Dell’Arriccia, Giovanni, Deniz Igan, Luc Laeven, and Hui Tong. “Policies for Macrofinancial Stability: How to Deal with Credit Booms.” International Monetary Fund Staff Discussion Note no. 12/06, June 7, 2012.

Demirgüç-Kunt, Asli, and Enrica Detragiache. “The Determinants of Banking Crises.” International Monetary Fund Staff Papers 45, no. 1 (March 1998).

Dobbs, Richard, Susan Lund, Jonathan Woetzel, and Mina Mutafchieva. “Debt and Not Much Deleveraging.” McKinsey Global Institute, 2015.

Dumas, Charlie. “Eurozone Needs a Debt Relief Conference.” Lombard Street Research, December 22, 2014.

“82nd Annual Report: Rebalancing Growth.” Bank for International Settlements, June 24, 2012.

“The Elephant in the Room.” JP Morgan Research, September 2, 2015.

“The Future History of China’s Deleveraging.” Gavekal Dragonomics, July 2014.

“Global Financial Stability Report: The Quest for Lasting Stability.” International Monetary Fund, April 2011.

Goldsmith, Raymond W. “Financial Structure and Development.” National Bureau of Economic Research, 1969.

Hensley, David, David Mackie, and Zina Bushra Sajid. “Special Report: Hazard Ahead: The EM Credit Cycle Has Turned Down.” JP Morgan Research, November 7, 2015.

He, Dong, and Robert Neil McCauley. “Transmitting Global Liquidity to East Asia: Policy Rates, Bond Yields, Currencies and Dollar Credit.” Bank for International Settlements, Working Paper no. 431, October 2013.

Jordà, Òscar, Moritz Schularick, and Alan Taylor. “The Great Mortgaging: Housing Finance, Crises, and Business Cycles.” National Bureau of Economic Research, Working Paper no. 20501, September 2014.

Jordà, Òscar, Moritz Schularick, and Alan Taylor. “Leveraged Bubbles.” National Bureau of Economic Research, Working Paper no. 21486, August 2015.

Kaplan, Robert. “China’s Perilous Tangle of Military and Economic Fortunes.” Financial Times, July 27, 2014.

Kindleberger, Charles, and Robert Z. Aliber. Manias, Panics, and Crashes: A History of Financial Crises. 6th ed. London: Palgrave Macmillan, 2011.

Laeven, Luc, and Fabián Valencia. “Systemic Banking Crises Database: An Update.” International Monetary Fund, Working Paper no. 12/163, June 2012).

Laponte, Pierre, and Alex Bellefleur. “When the Music Stops Playing for Chinese Credit.” Pavilion, October 2, 2014.

Lowenstein, Matthew. “China’s Shadow Currency.” Diplomat, December 12, 2013.

Lund-Jensen, Kasper. “Monitoring Systemic Risk Based on Dynamic Thresholds.” International Monetary Fund, Working Paper no. 12/159, June 2012.

McKinnon, Ronald. Money and Capital in Economic Development. Washington, DC: Brookings Institution Press, 1973.

Mendoza, Enrique G., and Marco E. Terrones. “An Anatomy of Credit Booms: Evidence from Macro Aggregates and Firm Level Data.” International Monetary Fund, Working Paper no. 08/226, April 6, 2008.

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