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With the need to boost growth in India, and slowing growth in China, the prospect of lower cost Iranian oil imports is a bright spot for both countries.
Linked Articles
Oil-Thirsty China a Winner in Iran Deal
Wall Street Journal 07/15/2015
Rupee Throws Oil on India's Subsidy ProblemWall Street Journal 08/21/2013
Led by China, and with founding members India, S. Korea, Britain, Australia, France, Germany and Italy, the Asian Infrastructure Investment Bank is intended to provide much needed financing for infrastructure in Asia. Huge bottlenecks for development exist in Asia's developing countries, including India, Indonesia, Pakistan, Bangladesh, Vietnam, Philippines, which can only be tackled through innovative methods of financing. China which has moved ahead in infrastructure development is providing the leadership for this bank. Experts say Europe is right to join, and the U.S. should have supported the idea at the early stage.
Linked Articles
Hostility From U.S. as China Lures Allies to New Bank
New York Times 03/19/2015
Hot Topic in Moscow Talks: How to Fund InfrastructureWall Street Journal 02/14/2013
Lenovo is positioning itself to become the dominant smartphone company in China, second only to Samsung. It is creating a brand presence in China's rural areas for PC's and mobile devices which is likely to further enhance sales. This effort extends to other emerging markets in Asia such as India and Indonesia. Other strategic decisions include bringing in more manufactuing in-house compared to competitors HP and others in the PC industry.
Linked Articles
Wall Street Journal 10/25/2012
HTC Beefs Up China Push as U.S., Europe LagWall Street Journal 08/14/2012
The additional investments in steel production from the Stimulus in 2012- with the accelerated approval of 254 investment projects- will only worsen the glut in steel supplies.
Linked Articles
China’s stimulus policy means trouble down the road - The Washington Post
Washington Post 05/31/2012
Steeling for a Chinese SlowdownWall Street Journal 05/26/2012
Power shortages continue to act as a constraint to India's growth.
Linked Articles
Scandal Spurs Indian Coal Auction
Wall Street Journal 04/24/2012
India Struggles to Dig Up Enough Fuel to Power GrowthNew York Times 04/19/2012
U.S oil imports from Saudi Arabia in the first half 2012 compared to 2011 increased by 20%.
Linked Articles
U.S. Reliance on Saudi Oil Is Growing Again
New York Times 08/16/2012
Pressure on Oil Supply EasesWall Street Journal 04/13/2012
Linked Articles
Fears of a 2008 Repeat for Oil
Wall Street Journal 03/18/2012
The End of the Saudi Oil Reserve MarginWall Street Journal 04/03/2012
Cochrane points to regulations and laws that support high prices of medical carein the U.S., by reducing competition and restricting supply of doctors and suppliers of medical care. He says the mandate most likely would not even be necessary under such a system because the costs of healthcare in the U.S. would be so much lower.
Linked Articles
What to Do on the Day After ObamaCare
Wall Street Journal 04/03/2012
Why an MRI costs $1,080 in America and $280 in France - The Washington PostWashington Post 03/05/2012
Foreign investment in Indonesia increased by 20% to $20 billion in 2011, and continues to grow in 2012. Investment comes from Singapore, Japan and S. Korea and other countries, with investments in the countries plantations, coal mines and in factories producing consumer products for the rapidly growing middle class in a country of 240 million people.
Linked Articles
Indonesian Economy Grows at Top Clip Since '90s
Wall Street Journal 02/07/2012
Foreign Investment Jumps in IndonesiaWall Street Journal 04/23/2012
Linked Articles
Indonesian Economy Grows at Top Clip Since '90s
Wall Street Journal 02/07/2012
Indonesia Gets Ratings BoostWall Street Journal 01/19/2012
Borrowings at lower cost should help Indonesia address the need for infrastructure improvements.
Linked Articles
Wall Street Journal 01/19/2012
Reversal of Fortunes in Debt MarketWall Street Journal 01/12/2012
Saudi domestic consumption increasing at 10% a year will diminsh the Saudi role as a reserve supplier. Estimates are for zero reserve supplies by 2020 and oil imports by 2038, so large is the effect of growing use of oil at home. The Arab Spring means subsidies and social spending will increase, supporting continuing use of oil at current levels for a rapidly growing population.
Linked Articles
The End of the Saudi Oil Reserve Margin
Wall Street Journal 04/03/2012
Rising Saudi Thirst for Oil Drives Plans to Go NuclearWall Street Journal 06/23/2011
Weary of conflict a whole region turns to economic development and infrastructure building plans as the next step to a brighter future. South Asia makes a new beginning as it catches up with its neighbors in East Asia. A billion plus market extending from South Asia to Indonesia makes a new beginning in 2014. Even the Kashmir Valley hears the message- the synergy of technology, capital, human resources and good governance can pave the way to a better future that is within the reach of today's young generation of South Asians and Indonesians.
Linked Articles
Modi’s Campaign Stop in Kashmir Is Notable for Lack of Unrest
New York Times 12/08/2014
Kashmir's troubles: Shaking the mountainsEconomist 01/01/2011
Declan Walsh sees this in the context of the Muslim world. Janvoo sees this in the context of the world beyond, of Aisa and Latin America which have moved beyond the divisive politics of the past and away from military regimes- S. Korea, Thailand, Argentina, Brazil, Chile, and one party PRI Mexico. The return of Gen. Park's daughter as president of S. Korea was a different one when she apologized for the behaviour of her father, even saying she coud not spit on the image of her father. Nieto's PRI is apologetic about its past and says its different, working with the opposition PRD and PAN parties on constitutional changes for reforming the econoy. Egypt and the Arab world is no exception. The Saudis and Emirates are able to deliver in economic terms as long as oil supplies and prices are high. Egypt has to find its own path and learn from the past to build the future.
Linked Articles
Other Nations Offer a Lesson to Egyptâs Military Leaders
New York Times 08/24/2013
Democracy in Egypt Can WaitNew York Times 08/16/2013
ECB chief, Mario Draghi made the famous statement on July 23, 2012, that he would "do whatever it takes" to bring down the yields on the government bonds of Italy and Spain. These bond yields had reached 7.5%, worsening the debt position of the two countries. A year later in August 2013 the bond yields were down, the gap with German bond yields narrowed, and the first signs of recovery in the eurozone made investment in the bonds of Italy and Spain attractive. Emerging market debt faced the opposite of what they faced in July 2013, as the currencies of India, Indonesia, Malaysia, Turkey, Brazil and other developing countries depreciated significantly. As the U.S. Federal Reserve begins its pull back from its monetary easing policy capital flows and foreign investment to to emerging markets reversed causing grief in countries which depended on these inflows to finance deficits in the current account.
Linked Articles
How ECB Chief Outflanked German Foe in Fight for Euro
Wall Street Journal 10/02/2012
Europe Bonds May Offer More ValueWall Street Journal 08/23/2013
The sharp decline in the U.S. and European manufacturing indexes in June 2012 with the slowdown in China and Europe.
Linked Articles
Sluggish Economy Plagues Europe
Wall Street Journal 07/03/2012
Factory Slump Reaches U.S.Wall Street Journal 07/03/2012
Japanese carmakers have rapidly recovered from the earhtquake and tsunami in Japan and floods in Thailand that disrupted supply chains. Toyota has also recovered from the damage to its image after recalls in the U.S. market with U.S. market share at over 15% by the second quarter of 2012.
Linked Articles
Wall Street Journal 08/04/2012
Japan Auto Makers on a RollWall Street Journal 04/22/2012
Shortages of coal and energy supplies place a constraint on India's growth.
Linked Articles
India Mulls $10 Billion for Fund on Energy
Wall Street Journal 04/25/2012
India Struggles to Dig Up Enough Fuel to Power GrowthNew York Times 04/19/2012
A sense that India has not managed globalization as well as it should have, is the view expressed by India's central bank governor, Devi Subbarao, at a IMF discussion with Charlie Rose and central bank governors from Mexico and Sweden, Lagarde and and Christina Romer on April 20, 2012 at IMF headquarters. One facet of this is the rising current account deficit, declining foreign investment, and shortages of coal and other energy supplies.
Linked Articles
Wall Street Journal 04/26/2012
India Grapples With Soaring Energy CostsWall Street Journal 04/11/2012
Linked Articles
Wall Street Journal 07/18/2012
China's Wage Hikes Ripple Across AsiaWall Street Journal 03/14/2012
Detroit automakers profit margins lag behind Hyundai and VW which have 9% margins. The lower margins leaves Detroit automakers more exposed to risks from swings in the market. Detroit automakers are showing improved discipline in reducing inventory overhang and keeping supply in closee relation to demand. Still Ford's small car inventory is much higher than normal and Ford needs to reduce production to balance supply and demand at its higher prices.
Linked Articles
Detroit's Welcome Sticker Shock
Wall Street Journal 05/04/2012
GM Cuts Benefits for Salaried StaffWall Street Journal 02/16/2012
Linked Articles
Indonesian Economy Grows at Top Clip Since '90s
Wall Street Journal 02/07/2012
Indonesia Sees Surge in Foreign InvestmentWall Street Journal 01/20/2012
Linked Articles
Indonesian Economy Grows at Top Clip Since '90s
Wall Street Journal 02/07/2012
Reversal of Fortunes in Debt MarketWall Street Journal 01/12/2012
A move away from coal used for electricity supplies towards nuclear energy. The increase planned is from 11 gigawatts of nuclear energy in 2012 to 40 gigawatts by 2015 and 60-70 gigawatts by 2020. Five nuclear energy projects will be planned at a cost of $27 billion with financing help from a Shanghai IPO offering in 2012.
Linked Articles
China Nuclear Firm Plans Up to $27 Billion IPO
Wall Street Journal 06/06/2012
China Marches On With Nuclear Energy, in Spite of FukushimaNew York Times 10/10/2011
Increase supplies from oil sands in Canada, development of oil and natural gas from shale deposits in the U.S. and the drilling offshore in the Gulf of Mexico are shifting the U.S. away from dependence on the Persian Gulf region for oil.
Linked Articles
Wall Street Journal 12/12/2011
Stepping on the GasWall Street Journal 04/02/2011
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