{"id":341,"date":"2011-06-30T18:06:36","date_gmt":"2011-06-30T17:06:36","guid":{"rendered":"http:\/\/www.supplychainview.com\/blog\/?p=341"},"modified":"2024-09-03T19:23:56","modified_gmt":"2024-09-03T18:23:56","slug":"emerging-economy-overheat","status":"publish","type":"post","link":"http:\/\/www.supplychainview.com\/blog\/2011\/06\/emerging-economy-overheat\/","title":{"rendered":"The Economist: overheating emerging economies"},"content":{"rendered":"<p>I&#8217;ve just picked up this interactive chart from <a href=\"http:\/\/www.economist.com\/\">The Economist<\/a>. I&#8217;m particularly interested in the risk of overheating in the Indian economy, as my most recent trips there certainly make me feel there is a bubble inflating, if only based on the simple heuristic of the number of property speculation SMSs I get on my Indian phone.<\/p>\n<p>The domestic logistics infrastructure in India is still very undeveloped. A post-bubble crash would undoubtedly pause physical infrastructure investment, and without an <a href=\"http:\/\/www.supplychainview.com\/blog\/2011\/04\/indias-consumer-market-drives-supply-chain-growth\/\">expansion in the domestic consumer market<\/a> the sector will struggle.<\/p>\n<p>China looks less risky in this analysis, but Hong Kong looks dicey, as do countries in China&#8217;s backyard such as Vietnam.<\/p>\n<p><object height=\"583\" width=\"595\"><param name=\"movie\" value=\"http:\/\/media.economist.com\/sites\/default\/files\/media\/2011InfoG\/Interactive\/OverheatingEconomies_20110628_3\/Overheating.swf\"><param name=\"allowFullScreen\" value=\"true\"><param name=\"allowscriptaccess\" value=\"always\"><embed type=\"application\/x-shockwave-flash\" src=\"http:\/\/media.economist.com\/sites\/default\/files\/media\/2011InfoG\/Interactive\/OverheatingEconomies_20110628_3\/Overheating.swf\" allowscriptaccess=\"always\" allowfullscreen=\"true\" width=\"595\" height=\"583\"><\/object><\/p>\n<p>Read more here: <a href=\"http:\/\/www.economist.com\/blogs\/dailychart\/2011\/06\/overheating-emerging-markets-0?fsrc=scn\/tw\/te\/dc\/temperaturegauge\">http:\/\/www.economist.com\/blogs\/dailychart\/2011\/06\/overheating-emerging-markets-0?fsrc=scn\/tw\/te\/dc\/temperaturegauge<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>I&#8217;ve just picked up this interactive chart from The Economist. I&#8217;m particularly interested in the risk of overheating in the Indian economy, as my most recent trips there certainly make me feel there is a bubble inflating, if only based on the simple heuristic of the number of property speculation SMSs I get on my [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[18],"tags":[114,109,107,108],"_links":{"self":[{"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/posts\/341"}],"collection":[{"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/comments?post=341"}],"version-history":[{"count":10,"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/posts\/341\/revisions"}],"predecessor-version":[{"id":382,"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/posts\/341\/revisions\/382"}],"wp:attachment":[{"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/media?parent=341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/categories?post=341"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.supplychainview.com\/blog\/wp-json\/wp\/v2\/tags?post=341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}