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China stock market is down 12% this week. Surely there was an excellent run so far this year, but also things are not at all smooth give the steel bil
The World Bank has slashed its 2015 growth outlook for the global economy to 2.8%, citing tough economic conditions in emerging markets, which were an
Grisis is worst then Great Depression in terms of days. Some, like (AEI’s Desmond Lachman) argue that all sorts of austerities is to blame. That desp
This chart recalls on SA PE multiple and bonds spreads in the times of apartheid and sanctions. PE especially very much looks like Russia now (comes f
Russian hawks destabilise in Armenia? Inter Rao, a company which owns all electricity assets in Armenia, and is linked to Russian siloviki circles,
Greece is one of the top spenders on defence among NATO members and it has posted one of the biggest increases
Chart shows that Indian investment case is not as clear cut as it looks on the headline growth number. We also think that initial frenzy has with
One reason why China capital flow is in the outflow mode, is that quota for SWF seeking yuan exposure is much less then demand. (Source: Bloomberg, I
Chart today comes from a recent IMF report on Central and Eastern Europe where policies should aim
Dollar has more room to grow.
Turkey is one of the few places with negative real rates. (source: livemint.com)
Chart: Brazil is pretty close to the bottom. April industrial production figures surprised slightly
Chart which comes from Hurriyet Daily News and albawaba.com shows that Sunday's election in Turkey
Emerging Market Commodities producers face similar problems.. Here they are explained with few chart
This chart comes from SocGena and India Business Insider SocGen's swan chart is trying to show that
Chart today shows the pain that Russians undertake for their shortsighted strategy in eastern Ukraine and as a result of overdependance on oil ( it comes from mis Fortune Magazine).The chart's author, Berenberg Bank’s chief economist Holger Schmieding, concedes that the blue line isn’t going to get much worse from here, barring some unforeseen disaster. “But,” he says, “my rough guess is that Russia needs an oil price of over $80 a barrel to generate meaningful growth and a noticeable rise in living standards.”
Spain tops the list with a PMI reading of 55.8 while Brazil, a near-perennial underachiever, brings up the rear at 45.9. (from businessinsider.com.au)
While nominal yuan is quite weak, trade weighted yuan goes from strength to strength
This chart shows Petrobras quintupling average monthly production numbers (comes from Trefis Research) during the last 6-7 years and share price (from Bloomberg) falling in direct reciprocity by 80% or so during the same time.
China domestic shares are on amazing rally backed by lower rates and liberalisation possibilities
Oil Production (JODI, oilprice.com) in thousands of barrels per day Kbpd. Russia and the US have been the only 2 major sources of growth..The sanctions will arrest any Russian positive developments and the oil prices drop potentially will have negative impact on the US growth, implying some ceiling on the levels of global oil production as well as support of oil price.
Russia has inflation problem, but managed but its CA is contained (maybe even in surplus), India has CA problem but its Inflation is contained, Brazil and Turkey this years problem children have both problems on CA side as well as on inflation side. (Chart from the FT)
Hong Kong's yuan deposits are close to the record 1 trillion yuan reached in December. Global central banks orders for yuan is 50% oversubscribed. They placed 3.66 billion yuan worth of subscriptions for the 2 billion yuan sale dedicated for them. China increases supply of Yuan outside of China. Hong Kong's one-month yuan interbank offered rate has tumbled 373 basis points to 2.63 percent from a record 6.36 percent in February. Dim sum bonds are bonds issued outside of China but denominated in Chinese renminbi, rather than in HKD. Dim Sum bonds issuance slowed a little (data from Bloomberg) but is still on the upward trend.
According to official data, (This chart comes from FT) China recorded the highest balance of payments deficit ever in the first quarter of 2015. It was only $80 billion but it means that a record of $159 billion in capital left the country to look for better returns elsewhere. As with all data coming out of China, it needs to be taken with a grain of salt. But is the liberalisation aiding Chinese to take money out?
Chart shows MCap of Asset Management companies vs MSCI AC World Index. And it shows that asset managers could swing into profits finally after years below the high watermarks or simple losses.(source:investorschronicle.co.uk, S&P Capital IQ)
Turkey equities - support is higher and higher. Good sign.
Is oil price set to fall?
As Usual Growth Is Better than Value
Is reais weakness yesterday a precursor to GEM wide problems?
China huge private debt problem is offest by relatively small public debt
In June Saudi stock market is set to open up for QIBs with 5bn$ AUM. Tadawul Index is remarkably flat this year however.
Dollar is quite weak, off its recent highs.
This chart (comes from BCA Research) shows not only how the trade grew in the last 100 years, but also it shows how difficult it has become to substitute imports. Therefore a strength in yuan could lead to massive weakness of the US dollar as US trade deficit widens.
Vladimir Lenin was born yesterday, 145 years ago. Lenin - bolshevik communist who overthrew first bourgeois government in Russia as well as Tzar. Lenin perceived as a fanatic, a communist prophet. Yet Lenin is only the second of its kind in more recent human history. The first communist prophet was Mazdak (Persian: مزدک) (died c. 524 or 528). He has been seen as a proto-socialist. Mazdak's followers are considered to be the first real socialists in human history by their emphasis on community property and community work with benefits accruing to all.In many ways Mazdak's teaching can be understood as a call for social revolution, and has been referred to as early "communism"...
German President Joachim Gauck for the first time Thursday called the World War I massacre of 1.5 million Armenians a genocide and said Germany bears some of the responsibility. Gauck said at a service in the Berlin Cathedral that as a wartime ally of the Ottoman Empire, German soldiers took part in planning and implementing deportations of Armenians. "Women, men, children, and the elderly were indiscriminately sent on death marches, banished without any protection or food to the steppe and the desert, burned alive, chased, beaten, and shot to death," he said. "This planned and calculated criminal act targeted Armenians for a sole reason: because they were Armenians."
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Former Soviet Union Countries
Lincoln is the Capital of
Did you know?
1.In Nebraska they eat cinnamon rolls with chilli!
Source: Jillian Hall via www.jillianmaryhall.com
Don’t bother serving chili unless it includes a side of cinnamon rolls. There’s nothing like a bite of savory spiciness followed by a nibble of homey sweetness.
Nebraskans who have grown up with this amazing combo are always floored when people from elsewhere have never heard of it. Don’t knock it either–once you try it you’ll wonder how you didn’t think of it before.
2. Aksarben Isn’t A Nonsense Word
Source: Ak-sar-ben River City Rodeo and Stock Show via Facebook
For those not from the place where The Good Life abounds, Aksarben is Nebraska spelled backwards.
Once a gloried race track in Omaha, it’s used in everything from names of businesses to shopping centers to a rodeo and stock show. It’s most prevalent in Omaha, but you’ll still see it other places in the state.
Yeah, it may seem a little silly, but it’s better than Amohalko or Aigroeg, right?
3. Dorothy Lynch Is More Than Just Dressing
You’ll know this native condiment of Nebraska by its bright orange hue and big flecks of black pepper throughout. Manufactured in Duncan (population 351), this thick, sweet dressing is a little bit spicy and boasts a homemade taste.
It’s used in home-cooked recipes galore, from marinades to side dishes. Ex-Nebraskans are known to have it shipped to the coasts to satisfy that craving for a taste of home.
4. Nebraskans Don’t Measure In Miles, They Measure In Time
Source: Flickr user Kathleen Waters Photography
Nebraska features a large expanse of interstate and highway roads, but locals don’t measure in miles.
If you ask a Nebraskan how far it is from Lincoln to Grand Island, you probably won’t get the answer “100 miles.” You’re way more likely to hear, “Oh, about an hour and a half.”
With long stretches of road ahead and few cities to slow you down, time is the best way to measure a trip.
5. O’Neill Is The ONLY Place To Celebrate St. Patrick’s Day
Source: O’Neill Nebraska Chamber of Commerce via Facebook
This “Irish Capital of Nebraska” is the only place to go for St. Patrick’s Day. Located in the proverbial middle-of-nowhere in the northern part of the state, O’Neill goes all out for the holiday.
The town explodes with Irish dancers, food and, of course, drinking. Locals paint a shamrock on Main Street and head down to paint the famous “Green Horse from O’Neill” for the parade the Friday before.
If you stop by the Good Timin’ bar you’ll be treated to a gallon milk jug full of green keg beer for around $4. It’s a down-home party only Nebraskans could throw.
6. Every Small Town Has A Rival
Source: Flickr user The People’s Tribune
If you live in Central City, you hate Aurora and you can’t wait to beat the pants off them come football season. The same goes for Cozad and Gothenburg.
Even though the only difference outsiders notice is that one town probably has a drive-in called Dairy Cream while the other has one called Dairy King, the natives will quickly expound on the differences in each community and why theirs is superior.
7. Husker Game Day Is A Hallowed Event
Source: Flickr user Dave Williss
Pretty much everything in Nebraska comes to a halt on Saturdays during football season. Memorial Stadium becomes the third largest city in Nebraska, and every television is set to the same channel.
Weddings, festivals and birthday parties are planned with Cornhusker games in mind. Don’t try to have a garage sale or any other kind of event on game day–it’s just not happening.
8. Nebraskans Have Perfected The Art Of The Road Trip
Source: Flickr user shannonpatrick17
Nebraska may be known as flyover country, but get out on the open road and there’s plenty to find–from the picturesque and beautiful sandhills up North to the banks of the Platte River.
The locals know which small towns boast the best cafes, where to find the perfect antique market and which small-town festivals shouldn’t be missed. With plenty of highways and backroads, you never know what you’ll run into on the plains of Nebraska.
9. Arbor Lodge State Historical Park Is More Beautiful Than Any Other Place On Earth
Source: Arbor Lodge State Historical Park via Facebook
Home of Arbor Day, Arbor Lodge is a popular destination for weddings and weekend getaways. One look and you can see why. The beautiful trees, breathtaking rose garden and stately Lodge are certain to rival any other destination in terms of aesthetic appeal.
Located near Nebraska City, autumn is definitely the best time to visit. Fall colors, leaves and apples abound, making it the place Nebraskans flock to for a charming local getaway.
10. It May Be 70 Degrees Today, But It’s Snowing Tomorrow
Source: Flickr user shannonpatrick17
You’ve heard the old adage ”If you don’t like the weather wait five minutes,” but in Nebraska it holds true.
It’s not out of the ordinary to go from wearing a parka to shorts in the same day. There are legitimately consecutive days with temperature differences of 70 degrees. Nebraskans are so used to it they plan outdoor events in advance anyway–now that’s hardcore.