21 April 2015



Today’s Issue Cluster: India

Ads – How some US firms could win big in 2016 elections
EU – German union threatens Amazon with long fight over wages
H5N2 – Hormel says bird flu outbreak will hurt turkey sales


MAJOR DATA POINTS

Germany – Mar: ZEW investor sentiment edges down on global fears; 53.3 from 54.8 / AP / b *


MARKETS

India – Big boys dominate industry N / N * *


ECONOMICS

India – To Eclipse China’s Growth FT / B * * *

India – Still has ways to go to truly outstrip China, ADB says N *


POLITICS & FISCAL POLICY

India – More foreign funds to face tax demands FT * *


MONETARY POLICY

RBI – Rate cuts evade India’s real economy FT * *


FINANCE

Cards – Rollout Has Banks, Retailers Scrambling WSJ / R * *

Cards – Problems at American Express are a sign of a broader blight E *


REAL ESTATE



LABOR & EDUCATION

India – Distorted sex ratios are damaging societies in Asia’s twin giants E *


SERVICES

Ads – Google in talks to let advertisers reach existing customers WSJ

Ads – How some US firms could win big in 2016 elections R *


MANUFACTURING

F&B – Coca Cola: When less is more FT *

F&B – Nestlé Looks for Bottled Water to Add Sparkle WSJ *


TECH

EU – Google’s Mobile Defense Against European Pressure WSJ * *

EU – Antitrust Chief Makes Case for Google Charges WSJ / WSJ

EU – Set to follow Google case with broader crackdown FT / WSJ / NYT / R / FT / E

EU – Google’s foes in Germany and France cheer antitrust charges FT / NYT / R

EU – ‘Google on the wrong side of history’ FT

EU – German union threatens Amazon with long fight over wages R


TRADE & TRANSPORTATION

Pipeline – Norway Angers Investors in Network WSJ *

Pipeline – Canada’s Own Problem WSJ *


COMMODITIES

Commods – Investors See Opportunities WSJ *

Commods – Sustainability accrues momentum FT * * *


ENERGY & ENVIRONMENT

NatGas – Brussels prepares to unleash antitrust charges against Gazprom FT / WSJ / NYT

NatGas – Gazprom Warns Europe Over Price NYT / FT

NatGas – LNG Prices Fall in Main Market Asia WSJ *

NatGas – Yemen LNG halts production FT *


HEALTH

H5N2 – Bird Flu Hits Iowa Chickens in Escalation of Virus Outbreak WSJ / AP

H5N2 – Hormel says bird flu outbreak will hurt turkey sales AP / AP / R


ENDNOTE

The Art of MBTA Bus Speeds hyper *


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