31 March 2016



Today’s Issue Cluster: Metals

Australia – China’s Economic Revolution Is Showing Up All Over
India – Even as economy soars, Modi reforms face big headwinds
Zika – Which US cities face the highest risk from virus


MAJOR DATA POINTS

EZ – Mar: Inflation rate remains below zero; -0.1% from -0.2% / AP / eu *

US – Week: Applications for jobless aid rise; +11k to 276k / AP / R / B / WSJ


MARKETS



ECONOMICS

Australia – China’s Economic Revolution Is Showing Up All Over B * *

Australia – Most China-Dependent Economy Isn’t So Keen on Chinese Money B *

Australia – Tighter investment laws risk choking food producers B *

Australia – To require foreign investors in water to declare interests WSJ *


POLITICS & FISCAL POLICY

India – Even as economy soars, Modi reforms face big headwinds B *

India – Modi Rebuts Analysts Who Doubt World-Beating Growth B *

India – Water Could Make or Break Your Bet on China-Beating Growth B * *


MONETARY POLICY



FINANCE

India – Ugly Bad-Loans Situation Is About to Get Even Worse B *


REAL ESTATE

India – Thirst for Infrastructure Paves Way for Building Spree B *


LABOR & EDUCATION



SERVICES

India – E-commerce is reshaping distribution networks N *


MANUFACTURING



TECH

India – Facebook furor highlights worry over US tech dominance FT *

India – Rival billionaires ready 4G battle FT *


TRADE & TRANSPORTATION



COMMODITIES

Metals – US Mining Losses Last Year Wipe Out Profits From Past Eight Years WSJ *

Metals – Scrap Sector Is Latest Victim of Commodities Bust WSJ *

Metals – Asia’s infrastructure growth set to boost demand B *

Metals – China industry set for consolidation B *

Gold – Demand from central banks marches higher FT *

Gold – Chinese Investors See Opportunity WSJ *

Gold – Surging Miner Stocks May Still Be Bargains B *

Iron – Climbs as Signs of China Property Revival Boost Outlook B

Iron – China steelmaker Dongbei Special defaults on $131m debt FT

Nickel – Output cuts halt price fall, more mine closures needed R

Copper – China demand forecast to slow FT / FT / B *

Copper – Biggest mine in the US opening in AZ B *


ENERGY & ENVIRONMENT



HEALTH

Zika – CDC expands range of mosquito into parts of Northeast AP / WSJ *

Zika – Which US cities face the highest risk from virus sa *

Ebola – WHO says international health emergency is over AFP


ENDNOTE

Comedians ranked by the political slant of their fans t *


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