7 August 2015



Today’s Issue Cluster: Refineries

India – China’s stock market pain creates financial gain
RBI – India rate cuts waiting on monsoon, fed liftoff
AVs – Can the Insurance Industry Survive Driverless Cars?


MAJOR DATA POINTS

Germany – Jun: Industrial output falls; -1.4% from +0.2% / B / AP / WSJ / AFP

Businesses Add Jobs; +215k from +231k / FT / WSJ / R / AP / NYT / B *


MARKETS

India – China’s stock market pain creates financial gain b * *

India – Recipient of investment searching for safety FT * *

India – Private equity deals on track for record 2015 FT * *


ECONOMICS

India – Soft production belies strength elsewhere b *


POLITICS & FISCAL POLICY

India – Taxing journey to single market r *


MONETARY POLICY

RBI – Holds rates, leaves door open for more easing R *

RBI – India rate cuts waiting on monsoon, fed liftoff b * *

RBI – Uncertainty surrounding growth and inflation b * *

RBI – Rajan stresses independence FT / FT


FINANCE

India – Modi takes aim at ailing public banks FT * *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Online – Jet.com Runs Into Turbulence With Retailers WSJ

Online – Frenzy Around Jet.com Harks Back to Dot-Com Boom WSJ / B / wsj *

Online – Millennial anxieties changing buying habits FT * *


MANUFACTURING



TECH

India – Outsourcing Firms Change Direction as ‘Cloud’ Moves In WSJ *

India – Tech Investment Bankers Lose Out WSJ *


TRADE & TRANSPORTATION

AVs – Hackers take control of a Tesla FT / FT

AVs – Can the Insurance Industry Survive Driverless Cars? BW

AVs – Have Ignited a Gold Rush Among the States NYT *


COMMODITIES

Commods – El Niño Tests How Softs Weather the Storm WSJ *

Commods – Worst-Hit Investments Aren’t Commodities WSJ *

Commods – Slide Deeper Into a Rut WSJ *


ENERGY & ENVIRONMENT

Refineries – Oil Producers’ Ugly Ducklings Just Turned Into Swans B

Refineries – Middle East Expansion Plans Hit Snags WSJ *

Refineries – The Return of King Gasoline in the US B *

Refineries – Find the oil market’s sweet spot r *


HEALTH

Pharma – Generics ban prompts India to freeze EU trade talks FT / R

Pharma – Industry under pressure to make painkillers tamper-proof FT * *


ENDNOTE

Stanford top university for producing Nobel laureates THE * *


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