With respect to the arbitrage support for WTI oil, we view global oil consumption patterns to be relatively intact despite recent slowdowns in emerging market economies (especially India and China).

FORBES: Miami University Students and This Quant Pitch C&J Energy Services

In this light, it's self-destructive for officials of emerging or tiger economies to be tossing wrenches into the works, especially when the payoffs in bigger places (China and India) would lead an investor to prefer to suffer grief there instead, if it must be suffered.

FORBES: Magazine Article

No securities market comes close in size to the U.S. But when it comes to investor appetite for risk, the flow chart shows fund managers have been more apt to remain invested in higher beta emerging markets than in the advanced economies, especially basket-case Europe which is now more riskier than any of the big emerging markets, both politically and economically.

FORBES: Emerging Market Equity Flows Remain Positive, Despite Sell Trend

Essentially this means pushing here and there to boost the competitiveness of most established economies while encouraging consumer spending in high-savings emerging economies, especially China.

FORBES: Deficits hinder investment? 'Ludicrous'