Today’s Issue Cluster: Shipping
EMs – Concern Grows That the IMF May Be Overstretched
India – Catching up with China
World – ‘Quantitative frightening’
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EMs – The Failure to Learn From Boom-Bust Cycles WSJ *
EMs – Global ‘US dollar recession’ creates ill wind FT *
EMs – European investors eye exit FT * *
EMs – At the mercy of shifting money flows FT * * *
EMs – Will have to curb their enthusiasm for bonds FT *
EMs – Weaker currencies and steadier oil will push inflation higher FT * *
EMs – PMI down lowest since March 2009 / m *
EMs – Concern Grows That the IMF May Be Overstretched NYT
India – Seeks to solve inflation-deflation puzzle FT *
India – Catching up with China E * *
India – Closing Infrastructure Gap With China B *
World – Central bank policy divergence to widen FT / R / R * * *
World – Quantitative frightening E *
India – SBI chief calls for radical banking overhaul FT
India – Bad loans spiral in ‘broken’ banking system FT *
India – No band-aid solutions for problem loans FT * *
Textiles – Bangladesh unions censure western brands FT
Textiles – Sri Lanka challenges Bangladesh N *
Textiles – Manchester sees revival of trade FT
Textiles – Chinese Mills Hiring Where Cotton Was King NYT * *
Ship – Container ships looking for cargo N / WSJ
Ship – Cosco to Order 11 Megaships, Adding to Overcapacity WSJ
Ship – Record number of Arctic-going vessels q * *
Ship – Why Aren’t US Ports Automated? priceonomics * *
Ship – Billionaire With Canal Dream Has Biggest Loss of ’15 B *
Ship – Kra Canal: Time to Ease Malacca Bottleneck? forbes *
Power – Utilities Skip Fight Against Carbon Rule WSJ *
Power – Vegas Casinos Fight to Buy Their Own Electricity WSJ *
Power – How Each State Generates Electricity NPR / reddit *
Power – Fast pace of plant closures threatens UK grid FT / FT * *
