_________________ * This paper was presented at the Indian Council for Research on International Economic Relations, New Delhi, on February 4, 2004. It is a modified version of a paper of the same title originally presented in Paris on November 13, 2003 at the Conference on Poverty, Inequality and Growth, sponsored by the Agence Francaise de Developpement and the EU Development Network. P ub lic D is cl os ur e A ut ho riz ed
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