Friday, June 20, 2014
Some reading and snark
Here's a few newsbits:
Guggenheim Investments - China the US and the EZ are all improving. They forgot Japan. Japan is also improving.
BI - If China were going to have a hard landing we'd have heard about it by now. It's sarcasm, so it must be true. I've personally been hearing about China DOOOOOM since 2012, and I'm getting tired to waiting for it to happen.
FT Alphaville - India's power deficit. Yet another mountain that Modi's going to have to move. Also, read the comments for some boots-on-the-ground insight into other problems in India. Jim O'Neill's a smart guy, but I'd like to know how plausible he thinks this whole India optimism thing is.
IKN - I told you to buy, didn't I? Whereupon I hoist him upon his own petard: