India

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January 15 - January 21, 2016

Dalian Wanda. Chinese Property Developers trading USD denominated debt for yuan debt. Construction input prices continue to fall. As I mentioned last week, expect more interesting behavior from the Chinese property developers – granted, I’m sure the behavior has been going on for some time, it’s just that media

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November 13 - November 19, 2015

“Peak demand” in oil consumption? Pollution in India, Burbank Interview, and a Breakthrough in Battery Storage technology is near. Clearly over the last seven days there has been a lot of coverage on the world’s commodity markets as supplies are near all-time highs (oil consumer inventories rose to

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