Sharma, Ruchir. “And Then There Were None.”
Sharma, Ruchir. “Why Europe Will Bounce Back in 2013.”
Sharma, Ruchir. “Don’t Expect Emerging Markets to Be Flooded in Cheap Money.”
Singh, Shweta. “Mexico Has a Competitive Edge.” Lombard Street Research, August 1, 2014.
Abiad, Abdul, Giovanni Dell’Arrica, and Bin Li. “Creditless Recoveries.” International Monetary Fund, 2011.
Akarli, Ahmet, and Michael Hinds. “Turkey’s Dormant Fault Line.” Goldman Sachs Research, May 10, 2013.
Alessi, Lucia, and Carsten Detken. “Quasi Real Time Early Warning Indicators for Costly Asset Price Boom/Bust Cycles: A Role for Global Liquidity.”
Anderlini, Jamil. “China: Overborrowed and Overbuilt.”
Anderson, Jonathan. “Back on the Wrong Track.” EM Advisers Group, September 11, 2013.
Anderson, Jonathan. “The Auto Theory of Central Europe.” EM Advisers Group, April 9, 2014.
Biggs, Michael, Thomas Mayer, and Andreas Pick. “Credit and Economic Recovery: Demistifying Phoenix Miracles.” DNB Working Paper, 2009. “Boomophobia.” CLSA Research, 2007.
Borio, Claudio, and Mathias Drehmann. “Assessing the Risk of Banking Crises-Revisited.”
Broda, Christian, and Stanley Druckenmiller. “The Fed’s Faulty 1937 Excuse.”
Buttiglone, Luigi, Philip Lane, and Lucrezia Reichlin. “Deleveraging? What Deleveraging?” Center for Economic Policy Research, 2014.
Caballero, Ricardo J., Takeo Hoshi, and Anil Kashyap. “Zombie Lending and Depressed Restructuring in Japan.”
Calderón, César, and Megumi Kubota. “Gross Inflows Gone Wild: Gross Capital Inflows, Credit Booms and Crises.” World Bank Policy Research Working Paper, 2012.
Calvo, Guillermo, Alejandro Izquierdo, and Ernesto Talvi. “Phoenix Miracles in Emerging Markets: Recovering without Credit from Systemic Financial Crises.” National Bureau of Economic Research, Working Paper no. 12101, March 2006.
Caprio, Gerard, Daniela Klingebiel, Luc Laeven, and Guillermo Noguera. “Banking Crisis Database.” World Bank, 2003.
Chancellor, Edward, and Mike Monnelly. “Feeding the Dragon: Why China’s Credit System Looks Vulnerable.”
“China’s Property Problems.” Goldman Sachs Global Investment Research, October 21, 2014.
“China’s Rigged IPOs.”
Dell’Arriccia, Giovanni, Deniz Igan, Luc Laeven, and Hui Tong. “Policies for Macrofinancial Stability: How to Deal with Credit Booms.” International Monetary Fund Staff Discussion Note no. 12/06, June 7, 2012.
Demirgüç-Kunt, Asli, and Enrica Detragiache. “The Determinants of Banking Crises.”
Dobbs, Richard, Susan Lund, Jonathan Woetzel, and Mina Mutafchieva. “Debt and Not Much Deleveraging.” McKinsey Global Institute, 2015.
Dumas, Charlie. “Eurozone Needs a Debt Relief Conference.” Lombard Street Research, December 22, 2014.
“82nd Annual Report: Rebalancing Growth.” Bank for International Settlements, June 24, 2012.
“The Elephant in the Room.” JP Morgan Research, September 2, 2015.
“The Future History of China’s Deleveraging.” Gavekal Dragonomics, July 2014.
“Global Financial Stability Report: The Quest for Lasting Stability.” International Monetary Fund, April 2011.
Goldsmith, Raymond W. “Financial Structure and Development.” National Bureau of Economic Research, 1969.
Hensley, David, David Mackie, and Zina Bushra Sajid. “Special Report: Hazard Ahead: The EM Credit Cycle Has Turned Down.” JP Morgan Research, November 7, 2015.
He, Dong, and Robert Neil McCauley. “Transmitting Global Liquidity to East Asia: Policy Rates, Bond Yields, Currencies and Dollar Credit.” Bank for International Settlements, Working Paper no. 431, October 2013.
Jordà, Òscar, Moritz Schularick, and Alan Taylor. “The Great Mortgaging: Housing Finance, Crises, and Business Cycles.” National Bureau of Economic Research, Working Paper no. 20501, September 2014.
Jordà, Òscar, Moritz Schularick, and Alan Taylor. “Leveraged Bubbles.” National Bureau of Economic Research, Working Paper no. 21486, August 2015.
Kaplan, Robert. “China’s Perilous Tangle of Military and Economic Fortunes.”
Kindleberger, Charles, and Robert Z. Aliber.