Today’s Issue Cluster: India
Currencies – Weak Yen Fuels Record Profits in Japan
WTO – US wine, chocolate & juice on Canada’s tariff hit list after decision
Sands – Becomes Alberta’s Hot Real Estate as Oil Rebounds
Germany – May: ZEW investor sentiment falls to five-month low; 41.9 from 53.3 / R *
US – Apr: Housing Starts Jump; +20.2% from +4.9% / WSJ / AP *
Currencies – Weak Yen Fuels Record Profits in Japan WSJ *
Currencies – Asia tripped up by global bond rout FT *
Currencies – Euro’s Surge Tramples Parity Predictions WSJ *
India – A year after Modi became PM the economy is growing FT * * *
India – Debt Pile Up Complicates Growth Plans WSJ *
India – Foreign Investors Fight Back WSJ *
India – Modi’s growth plans and freak weather squeeze farmers FT * * *
Russia – Weak ruble and sanctions breath life into industry FT * *
Russia – Companies could return to international bond market R *
Russia – Moscow’s Once-Bustling Airports Decline as Isolation Deepens WSJ *
Ukraine – Economic Ties to Russia Are Hard to Break WSJ *
Georgia – Hopes over Europe turn to disappointment FT *
RBI – Governor blasts lenders for ‘sitting on money’ FT * *
India – Nimble private lenders take aim at static banking sector FT * *
India – Global banks try to muscle into start-up boom R
India – New lenders to transform banking scene FT * *
Russia – Rent Prices in Moscow Are Crashing B *
India – Learning a hard lesson FT * * * *
TPP – Calling out currency transgressions far from clear-cut WSJ *
WTO – Rejects US Meat ‘Origin’ Labels WSJ / WSJ *
WTO – US wine, chocolate & juice on Canada’s tariff hit list after decision CBC / CP
Cotton – Falls to Three-Week Low WSJ *
Oil – Energy groups take knife to $100b of spending FT / FT * * * *
Oil – Investors Take a Closer Look at Production WSJ *
Oil – US refiners dominate western hemisphere markets r *
Oil – Saudi turns to China as exports to US drop FT * *
Oil – OPEC supply-demand gap widens / r *
Shale – Eagle Ford added a rig for the first time in seven weeks / b *
Sands – Becomes Alberta’s Hot Real Estate as Oil Rebounds B / BW *
Rainbow Europe Index, 2015 ilga *
