Look, don't waste your time listening to "The Black Swan" author Nassim Taleb (or any of us, really) on granular, short-term events.
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What's good for the onion is good for India. There should be a State of the Onion Address!
A 152-page report by Standard Chartered Bank outlines the case for a new "super-cycle" driven by industrialization of emerging markets.
The U.S. might be slowing down but emerging markets are revving up.