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The Equitymaster Research Digest

The Developed World is Dying because of Demographics, Debt, and Deflation
Aug 5, 2016

  • A glimpse into the future of the world outside India
  • India: demographic dividend or doubtful debt?
  • Buy facts, not stories...

Not long ago, I told you about a unique global project I am working on with Vivek Kaul and his elite international network of independent thinkers, economists, and analysts. In fact, we've been revealing some of their ideas and insights on the world economy, geopolitics, and money in Vivek Kaul's Diary over the last few months.

The driving purpose behind this new initiative is this: We are living in an extraordinary age. The global economic system that has been built on excessive debt and reckless money printing. Government manipulation is simply unsustainable. And the reason it concerns India is that never before in the history of mankind has the world economy been so intricately interlinked.

Today, I want to share some insights from our global network about what's plaguing most of the major economies outside of India and a glimpse of what their future might be. And then I want to connect the dots to back home in India.

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