Jim O'Neill, the Goldman Sachs economist who coined the acronym BRICs, is the leading expert on emerging markets.
He also has a profound understanding of foreign exchange markets and he earned his Ph.D studying oil prices.
Business Insider recently asked O'Neill what economists and books shaped the way he thinks.
"Gosh where to start?" he said.
What follows is a tight list of economists -- some well-known and some obscure. The list includes old and new books including O'Neill's "Bible."
Robert Solow's work on Growth Theory
"Robert Solow’s work on Growth Theory, greatly influenced my belief, thinking and framing the context for the early BRIC research that became so popular."
Read Solow's Nobel prize winning lecture Growth Theory And After >
Rudi Dornbusch's theories on exchange rates
"My thinking about research on FX was greatly influenced by research by each of Dornbusch and his theories of exchange rate overshooting."
Buy Dornbusch's articles on exchange rates and inflation here >
John Williamson's research on exchange rate equilibrium
"John Williamson, his pioneering research on Fundamental Equilibrium Exchange Rates (FEERs) contributed to my basic thinking in creating the GS Dynamic Equilibrium Exchange Rate (GSDEER) framework for FX determination."
Buy Estimating Equilibrium Exchange Rates here >
See the rest of the story at Business Insider
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