Post Tagged with: "India"
India: Land of Energy Opportunity
Quick, what country is the economic engine that will power world growth? If you answered “China,” you’re far from alone. But there’s another country that deserves as much attention and better yet, is much friendlier to investment: India, home to 1.2 billion people. To electrify all those houses, power the industries that keep all those people employed, and fuel the vehicles that more and more Indians own, India’s energy needs are shooting skyward
Protecting wealth in a world of recurring crisis
Happy Wednesday. I know the news is ‘less good’ today than it was when I last wrote you but writing these weeklies always puts me in a more positive frame of mind. Nevertheless, today’s topic is about downside risk. My hope is to frame the economic scenario globally and then to offer some strategies of mitigating what I believe is significant downside investment risk
Edward Harrison’s Ten Surprises for 2012 (short version)
Yesterday morning, I did the first weekly newsletter on my ten surprises for 2012. Here’s a brief version of the list
Edward Harrison’s Ten Surprises for 2012
Welcome to Credit Writedowns Pro. This is the first post in a series here. Let me start this Byron Wien-style and make a predictions list. Wien defines his surprises as events to which investors assign 1-in-3 odds of happening but which he believes have a more than 50 percent likelihood of occurring in 2012. That’s how I am playing it too
Byron Wien’s Ten Surprises for 2012
As always, I present you Byron Wien’s Ten Surprises for 2011. He is bullish yet again – on both the US and emerging markets
On the ECB’s Long-Term Refinancing Operation and 2012 macro ideas for investors
The end of year is usually a good time for markets. There was a lot of angst about the European situation a few weeks ago, but there is less of that now because we’re hitting year-end (tape painting). Does that mean the credit crisis situation is stable? No, but it has stabilised somewhat. 2012 will be a different story though. I talked about the European sovereign debt crisis and my themes for 2012 with Howard Green of BNN and Ryan Avent of the Economist yesterday. The link to the video is below but let me say a bit more, particularly about today’s LTRO by the ECB. I’ll try to be brief
Thoughts on Europe and the global synchronised slowdown
We are in a second synchronised global growth slowdown. Moreover, the policy response must be more muted this go round as the public sector is more indebted and has less policy space than in 2008 or 2009. Expect policy inaction followed by fits of volatility due to inaction. This points to a risk off a lot more than a risk on environment
News Links: Yuan Limit Down for Ninth Straight Session
Financial news links for 12 December 2011 including stories on privacy, the European sovereign debt crisis, China and India
News Links: Draghi – If fiscal policy becomes hawkish, monetary policy will be dovish
News links from 2 December 2011 include links on the European sovereign debt crisis, the UK economy, the latest on mortgages and technology as well as other stories.
India getting hit by European slowdown
Over the past couple of days I have noticed a lot of posts on the FT’s emerging markets blog about a growth slowdown in India that is occurring as a direct result of the worsening outlook in Europe
Chart of the Day: Operation BRIC Twist
Operation Twist didn’t work in Russia, India or Brazil and it’s not working in the