Today’s Issue Cluster: India
Ship – Petro-pirates plague busy Southeast Asia lanes
Metals – Steel: Cars Shift Use in China
Cigs – A Tobacco CEO Who ‘Vapes’ Could Alter the Industry
EZ – May: Industrial production stumbles, recovery still frail; -1.1% from +0.7% / R / NYT / WSJ / eu *
India – Promises to Lift Economic Growth With New Budget WSJ / FT / NYT / AP / B / FT * * *
India – Capital-Raising Is Poised to Rise WSJ *
India – Expects Narendra Modi-inspired equity spree FT *
India – Bulls charge ahead on reform hopes FT * * *
India – Modi prepares to raise FDI limits FT / FT * *
India – Launches Chinese-style economic revival plan FT
India – Clash of the titans with China FT *
India – Modi eyes first labor overhaul in decades to create jobs R * *
EU – Italy accused of blocking tougher sanctions on Russia FT
EU – How Italy became a submerging economy R
EU – Italy’s Would-be Savior of Europe Has Much to Do at Home WSJ *
Fed – Rate Debate Heats Up Among Officials WSJ
Fed – Explores overhaul of key rate FT / FT *
Fed – Rising bond yields point to rate rises FT * *
Fed – House Republicans Resume Push to Rein In Bank NYT
Fed – Yellen vs. Bullard on Wages and Inflation: Who Is Right? cfr *
Malaysia – Analysts query logic of three-way bank merger FT / WSJ / B / R / FT / FT
Cigs – Reynolds American, Lorillard Confirm Merger Talks WSJ / NYT / FT / FT / R * * * * *
Cigs – A Tobacco CEO Who ‘Vapes’ Could Alter the Industry WSJ
Pot – Colorado market shows a bigger high than expected FT / 538 *
Pot – The great experiment E * * *
Turbines – Makers adapt to winds of change FT * *
Mobiles – China Labels iPhone a Security Threat WSJ *
Mobiles – Apple calls Samsung’s bluff: Bet on high ground pays off FT / NYT
Ship – Maersk forms new alliance with MSC after Chinese setback FT / WSJ *
Ship – Natural Gas Demand, Asia Drive Stocks Higher IBD
Ship – Petro-pirates plague busy Southeast Asia lanes R *
Metals – Base: Return to investors’ radar FT
Metals – Gold and silver hit three-month highs FT *
Metals – Copper: On the rebound as sentiment shifts FT * * *
Metals – Vanadium: Miner Puts Pedal to the Metal WSJ / FT *
Metals – Palladium: Rises to 13-Year High on Expectations of Low Supplies WSJ
Metals – Iron: Australia’s big three miners look to tighten their grip FT *
Metals – Steel: Slaps Tariffs on Korean Pipe WSJ / NYT / B
Metals – Steel: Is Korean Product Really Chinese? WSJ *
Metals – Steel: Cars Shift Use in China B *
Metals – Aluminum: Hopes of China sector may ride on new equipment CD *
Diamonds – Regain Their Sparkle on Rising Demand and Prices WSJ / r * *
Making a living mining … on West 47th dm * *
