Breakout Nations: Above the clutter

A brilliant array of economic insights

Most research on stocks look the same (90% of them suggest ‘buy’). Most fund managers buy the same large-cap stocks. Most ‘strategists’ spew out the same macro ‘stories’ on India, China and the West. In effect, most ideas and concepts showcased in business newspapers, magazines and television are hackneyed. If you want fresh thinking, you have to...

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