For example, that we must move to a non-market, localised and non-capitalist economy in order to beat the problem.

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That's a tall order for an emerging-market economy: the worry is that Mr da Silva might be more keen to increase government spending.

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In fact, the economy needs AFTA in order to get better, particularly since a unified ASEAN market should gin up exports and investment.

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In the longer run, in order for the stock market to go significantly higher, I think that the economy has to get much healthier.

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Specific, targeted and disciplined U.S. assistance is in order to ensure that these parallel efforts succeed in promoting genuine democratic institutions while moving toward a full market economy.

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