This week’s readings/links include Ashmore’s Jan Dehn with three stories from around the world, a Reuters exclusive on how a forgery crisis is quietly roiling the world’s gold industry, a conversation with Robert Shiller on markets and the madness of crowds, the Ruffer Review 2019, and Ben Rhodes on what happened to Aung San Suu Kyi.
- Three stories from around the world: Argentina, developed market politics and how EM might react to a US recession.
- Fake-branded bars slip dirty gold into world markets: A forgery crisis is quietly roiling the world’s gold industry.
- Markets and the madness of crowds: Interview with Robert Shiller.
- Ruffer Review 2019: First edition of a new annual report published by the Ruffer team.
- What happened to Aung San Suu Kyi?: A human-rights icon’s fall from grace in Myanmar.