10 March 2016



Today’s Issue Cluster: Africa



MAJOR DATA POINTS

X

India – Will it replicate China’s previous growth rate?
Commods – Reasons to be cautious over optimism
NatGas – Price tumble comes as markets are increasingly interlinked


MARKETS

Bonds – Sharp Swings Intensify Worries About Vulnerability WSJ *

Bonds – Junk Rebound Signals Easing Fear WSJ *

Bonds – Investors pile into US junk funds FT *


ECONOMICS

Africa – Bruised by Investor Exodus WSJ *

Africa – Mining Collapse Cripples Dreams of Prosperity WSJ * *

Africa – Private equity builds war chest amid commodity rout B *

Africa – IPOs ‘to hit six-year high’ FT *

Africa – Big cities offer investors hope in hard times R *

Africa – Internal trade deals look good on paper, rarely followed E *

Africa – World looks to farmers for food as population explodes B *

South Africa – Outlines tax rises to stave off downgrade threat FT *

South Africa – Gordhan faces budget battle to restore faith FT *

South Africa – Zuma vows action to prevent rating downgrade FT *

Zimbabwe – Mugabe era draws to a close FT *

Nigeria – Clampdown on currency puts businesses in a bind WSJ *

Nigeria – Has about as much electricity as Edinburgh E *


POLITICS & FISCAL POLICY

India – Budget looks to please both investors and farmers B * *

India – Struggles With Twin Goals: Boost Growth and Trim Deficit WSJ *

India – EM Bright Star Is Faltering WSJ *

India – Will it replicate China’s previous growth rate? B * *

India – Welcomes Home Technology Talent WSJ *


MONETARY POLICY

RBI – Adviser says central bank has room to ease right away B *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

TPP – Free Trade Loses Political Favor WSJ *

World – Global trade: structural shifts FT * *


COMMODITIES

Commods – Goldman Sachs says rally is unlikely to last FT

Commods – Reasons to be cautious over optimism FT *


ENERGY & ENVIRONMENT

NatGas – Price tumble comes as markets are increasingly interlinked FT *

NatGas – Storage Crunch: Look Out Below WSJ *

NatGas – Falling Prices Test Chevron’s Multibillion-Dollar Gorgon Bet WSJ *


HEALTH



ENDNOTE

Annual rainfall volumes geo *


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