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16 October 2008

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Neel

Whilst failure of corporate governance is the main reason for the current state of economic climate one should not fail to understand that sub-prime crisis merely triggered this.

There are fundamental failures in certain economies which has precipitated this downturn. Economies which are reliant on debt to finance growth have to create some sort of buffer system so that they don't fall flat. Fair value of asset pricing is vital to consider here.
1. Property prices should only reflect realistic values and not thousands of time over average wages.
2. A small percentage of inflation is healthy for an economy.
3. Low growth economies with steep property prices indicate faultlines.
4. Trade imbalances are another pointer to consider while setting interest rates.
5. Consumption fuelled by debt is a dangerous way to live.
6. Constant government interference is a pointer to faults in the market place to adjust itself.
7. Has credit expansion to be regulated? Has financial products to be better understood? If the price of corn or chicken has remained steady in an economy, do the share prices or other financial products follow the same pattern?

I would welcome wider scrutiny of the subject and not restrict the arguments to only bad corporate governance.

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