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In this week's essential reading guide, Kohler deflates the credit bubble myth, Gottliebsen examines the corporate divide between Australia and China, Bartholomeusz spies rocky times ahead for Australia's super industry and Maley weighs up the US interest rate debate.
By · 22 Feb 2013
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Deflating the credit bubble myth
Alan Kohler
Monday's lending data shows that housing demand is not being boosted by easy credit, but by population growth and overseas buying. Last year's stellar house price growth was not evidence of a credit bubble.

Don't waste the boom, Mr Rudd
Alan Kohler
Australia's amazing post-GFC prosperity means the Rudd government has the same nation-building opportunity the Howard governments had, but chose to throw away.

South Africa's golden chalice
Robert Gottliebsen
South Africa's plan to crack down on crime ahead of the World Cup, by way of increased security and changes to the courts, might just be what's needed to attract tourist dollars.

Australia must be China clever
Robert Gottliebsen
It will be harder for Australia to become a strategic partner with the new world economic superpower while significant differences between Australia and China at the top remain.

Taking a super risk
Stephen Bartholomeusz
The universal low-cost default fund put forward by the Cooper review, 'My Super', has the capacity to radically change the super industry.

The Basel burn
Stephen Bartholomeusz
There are good reasons why the banks are arguing against the imposition of the Basel Committee's new liquidity regime – it poses the biggest threat to their profitability and stability.

The Greek trigger
Karen Maley
Interest rates on Greek debt have climbed back up to the levels they reached last week, pushing Athens even closer toward triggering its emergency rescue package.

America at a cross-roads
Karen Maley
Two distinct camps of institutional investors are lining up with radically different views on what's ahead for long-term US interest rates.

King's vision of power
Giles Parkinson
The price of energy to consumers could be three times the current tariff by 2020 – not because we'll have a carbon price, but because of the real possibility we won't have one.

The next fall of Rome
Oliver Marc Hartwich
If nothing else kills the euro currency, Italy's demographic time bomb will do the job.

The riots bleeding Thailand dry
Sarah Danckert
Violent clashes in Bangkok have left 21 dead and threaten to extinguish recent signs of a Thai economic rebound.

KEEN'S DEBT MARCH: Why walk?
Rob Burgess
Steve Keen is walking to Kosciusko because he lost his bet on house prices – but why are so many others choosing to walk 230 km with him?

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