The hottest Global Economy Substack posts right now

And their main takeaways
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Equity Risk Premiums: Globalization and Country risk

Musings on Markets • 0 implied HN points • 02 Jul 12
💰 Finance Investing Risk management Market Analysis Global Economy Valuation
  1. The equity risk premium shows what investors expect to earn from stocks over a risk-free rate. It is influenced by macroeconomic concerns and varies across different countries.
  2. Country risk matters when estimating equity risk premiums. Riskier countries, like Venezuela or Greece, should have higher premiums compared to safer ones like Switzerland or Canada.
  3. Estimating equity risk premiums for different markets can be tricky. Approaches like using country default spreads or market volatility can help, but it's important to consider specific economic conditions and investor behavior.

The Market Solution!

Musings on Markets • 0 implied HN points • 29 Sep 08
💰 Finance Financial Markets Economics Investing Market behavior Global Economy
  1. Markets can show both the best and worst of human nature. They help people be creative and successful, but they can also bring out greed and irrational behavior.
  2. Despite some market failures, they play a crucial role in lifting people out of poverty, especially in countries like India and China. Markets have helped many improve their lives more than previous governments did.
  3. Trusting markets can sometimes feel risky, but they often work better than relying solely on experts to solve big problems. A belief in markets can lead to positive change.

GFF 2024: India's Fintech Vision on the World Stage

Decentralised • 0 implied HN points • 06 Sep 24
💼 Business Fintech Innovation Global Economy Regulation Investment
  1. Payments and lending were the biggest topics at the festival. Many startups showed off new ways to lend and move money across borders.
  2. Indian SaaS companies are doing really well, especially with new tech for lending and security. The creativity in this area impressed many attendees.
  3. NPCI was recognized as a leading innovator in fintech. They introduced new features like UPI Circle and showed how they’re pushing for more fintech advancements.

The Future of Money: India or the West?

Decentralised • 0 implied HN points • 02 Aug 24
💰 Finance Payments Fintech Innovation Global Economy
  1. India is leading in payment innovations like UPI, which has skyrocketed transaction numbers and financial inclusion. This shows that developing countries can sometimes teach developed nations a thing or two about digital payments.
  2. The UK, despite being an early pioneer in payments, is not growing as fast as India. Its Faster Payments Service has only gained a small share of transactions, while UPI has taken over the market in India.
  3. For successful payment systems, it's important to focus on user-friendliness and strong government support. Learning from India's successful payment models can help improve financial technology in other countries.

Economic Calendar for the Week of January 19, 2025

Alex's Personal Blog • 0 implied HN points • 19 Jan 25
💰 Finance Market Trends Economic Events Earnings Reports Investment Strategies Global Economy
  1. This week's economic calendar includes important U.S. and global events, so it’s a good time to pay attention to financial news.
  2. Earnings reports from companies like 3M and American Express are happening this week, which could affect their stock prices.
  3. Key economic indicators such as jobless claims, retail sales, and inflation rates will be released, providing insights into the economy's health.
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