19 May 2014



Today’s Issue Cluster: India

China – Ageing warehouses lure global investors
Google – EU President hopeful Schulz urges checks on power
Rail – Trains for grains scarce on the US Plains


MAJOR DATA POINTS

Japan – Mar: Core machinery orders jump; +19.1% / R / B / b *


MARKETS

Stocks – Investors shun over eurozone fears FT * *

Stocks – US small-caps fall raises bull run doubts FT / WSJ * *

Stocks – Tech Firms’ Cash Piles Cool Fears of a Meltdown WSJ *


ECONOMICS

EU – Eurozone officials pin their hopes on a new regulatory toolkit FT * *

EU – Spain: Looks set to return old guard FT * * * *

EU – Portugal: Caught out by blip in economic recovery FT *


POLITICS & FISCAL POLICY

India – Modi and BJP sweep to power in Indian election FT / WSJ / NYT / B / AP / R / R * * * * *

India – New government set to inherit wobbly economy R / WSJ / WSJ * *

India – Landslide puts pressure on Modi FT * * * *

India – ‘Open for Business’ Bn *

India – Petty entrepreneurs face uncertain future FT *

India – Has not matched the growth of other developing nations FT * * *

India – Modi’s manufacturing push cheers steel makers R *


MONETARY POLICY

RBI – What if Modi’s a tease? ft * * *


FINANCE

India – Rising bank stress threatens economic recovery FT

India – Government advised to cut stakes in public banks FT / FT * *


REAL ESTATE

China – Housing Market Shows Additional Signs of Distress WSJ / B / R *

China – CRIC data shows April property prices slowing sharply in China’s top tier cities / b *

China – April sales adding fuel to fears of property bubble B/CD *

China – Debt Risks Come to Fore in Housing Project WSJ *

China – ‘Three time bombs in property bubble’ ft * * * * *

China – Ageing warehouses lure global investors R *


SERVICES

TV – AT&T to buy DirecTV for $48b FT / WSJ / AP / R / B / NYT *


MANUFACTURING

Autos – Age of mega supplier heralds danger for carmakers FT *

Autos – Europe’s Car-Parts Sector Set to Overtake Its Customers WSJ *


TECH

Google – German official mulls break up AP / FT

Google – EU President hopeful Schulz urges checks on power R

Google – Settles Apple patents battle FT / R / WSJ


TRADE & TRANSPORTATION

Rail – Trains for grains scarce on the US Plains R *

Truck – Revved up amid train traffic jam, a capacity crisis revealed R


COMMODITIES

Crops – Expected Shortfall Gives Sugar a Boost WSJ

Crops – Coffee fungus raising prices for high-end blends AP

Crops – Brazilian Exports Cool Coffee’s Rally WSJ *

Crops – El Nino a looming wild card for commodities G&M


ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH

Demog – India: Rural Workers Have Fewer Incentives to Move to Cities WSJ * *


ENDNOTES

Modi also won in the fashion race q * *


Comments are closed.