17 May 2016



Today’s Issue Cluster: Pharma

India – Gandhi Heir Emerges as Threat to Modi
Water – CA Braces for Unending Drought
Oil – Goldman Sachs: Market has ended two years of oversupply


MAJOR DATA POINTS

EZ – Mar: Exports Fall, But Not as Fast as Imports; -1.3%, -2.7% / WSJ / eu *

US – Apr: Consumer Prices Rose; +0.4% from +0.1% / WSJ / R / B *

US – Apr: Industrial Production Rebounds; +0.7% from -0.9% / WSJ / B

US – Apr: Housing starts, building permits increase; +6.6%, +3.6% / R / WSJ


MARKETS

India – Investors Bank on Distressed Debt WSJ *


ECONOMICS

India – Modi struggles to realise dreams FT *

India – Modi reforms flicker in rural areas R *


POLITICS & FISCAL POLICY

India – Gandhi Heir Emerges as Threat to Modi B *


MONETARY POLICY

RBI – India’s central bank warns on stimulus overuse FT


FINANCE

India – Rajan’s bank debt headache isn’t over yet B *

India – Passes national bankruptcy law FT *


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Water – Indian farmers battle crisis FT *

Water – India’s shortage owes more to bad management than drought E *

Water – Africa Faces Worst Drought in Half a Century S *

Water – CA Braces for Unending Drought NYT


ENERGY & ENVIRONMENT

Oil – Brent extends rally to near $50 on supply fears FT

Oil – Goldman Sachs: Market has ended two years of oversupply B / R *

Oil – Drillers Betting Three-Month Rally Is Nearing the End B *

Oil – Record Debt as Borrowing Costs Decline B *

Oil – Companies Are Still Paying Their CEOs to Pump WSJ *

Oil – Research cutbacks hit ability to invest FT *

Oil – Canada Wildfire Prompts New Evacuation WSJ

Oil – Canada: A catastrophe increases tensions E *

Oil – Nigeria: ‘The big worry’ B *

Oil – Libya: The scramble for Sirte E *

Oil – Percent of Exports; 99.8% of Iraq’s, 97.7% of Venezuela’s / *


HEALTH

Pharma – Biotech groups sink their teeth into the Big Apple FT *

Pharma – US drugmakers say they bear an unfair burden FT

Pharma – Drug Spending Climbs WSJ *

Pharma – Prices Keep Rising Despite Intense Criticism NYT

Pharma – The Complex Math Behind Spiraling Prices NYT

Pharma – Insurers Push to Tie Drug Prices to Outcomes WSJ

Pharma – Companies See Scale as the Only Way to Compete NYT

Pharma – Drugmakers Place Big Bets on Cancer Medicines WSJ

Pharma – Vaccines are among best-sellers FT / FT *

Pharma – Globalisation of manufacturing raises concerns over quality FT

Pharma – Knockoffs of Biotech Drugs Bring Paltry Savings WSJ *

Pharma – In China’s tougher drug market, minnows open back door R

Pharma – Indian Drugmakers Target Niche Markets WSJ *

Pharma – Drug resistance threatens Asia’s health and economy N * *


ENDNOTE

Chart of Viagra’s uplifting effect on drug prices q *


Comments are closed.