India

Tyler Durden's picture

Capital Controls Are Coming





The carnage always comes by surprise, often on an otherwise ordinary Saturday morning... The government declares a surprise bank holiday. It shuts all the banks. It imposes capital controls to stop citizens from taking their money out of the country. At that point, the government is free to help itself to as much of the country’s wealth as it wants. It’s an all-you-can-steal buffet. This story has recently played out in Greece, Cyprus, Argentina, and Iceland. And those are only a few recent examples. It’s happened in scores of other countries throughout history. And we think it’s inevitable in the U.S.

 
Tyler Durden's picture

60 Reasons Why Oil Investors Should Hang On





Some things to ignore; some things not to ignore. The inevitable will occur. Supply and demand will cross. The question is will Wall Street notice? Some of the analysts caught the cross in early 2014 but most didn’t.

 
Tyler Durden's picture

Kyle Bass Warns Of "A Lot More Pain To Come" Before This Is Over





Having recently explained his "greatest investment opportunity for the next 3 to 5 years," Kyle Bass expands on his China discussions to focus on Emerging Markets more broadly and specifically The BRICs. As Benzinga summed up, Bass Warns "we still have three tough innings to go, maybe four," he warning that emerging markets will "see a lot more pain before things are okay."

 
EconMatters's picture

Emerging Markets Running Scared with Capital Controls





This has not been a good year for emerging markets since many of the emerging economies are commodity-reliant (mainly crude oil).

 
Tyler Durden's picture

Global Stocks Surge, Oil Soars As Hopes For Central Bank Stimulus Return





"There is hope of more stimulus in March and potential for even more stimulus in Japan and China, so if we get concrete positive economic news the rebound could last into next week,” said John Plassard, senior equity- sales trader at Mirabaud Securities. “I told my clients to fasten their seatbelts and wait for better news, and this is finally happening."... "The turnaround in sentiment came amid signs central banks may be prepared to act after $7.8 trillion was erased from the value of global equities this year on China’s slowdown and oil’s crash."

 
Tyler Durden's picture

The Fragile Forty & How The World Lost $17 Trillion In 6 Months





It's official. More than 50% of the "wealth" effect created from the 2011 lows to the 2015 highs has been destroyed (despite the world's central banks going into money-printing overdrive over that period). Almost $17 trillion of equity market capitalization has evaporated in just over 6 months with over 40 global stock indices in bear markets...

 
Tyler Durden's picture

Frontrunning: January 20





  • Oil slump rocks markets again in equity rout (Reuters)
  • Global Stocks on Brink of Bear Market as Oil Slides; Ruble Drops (BBG)
  • Global Stocks Slide on Oil Rout (WSJ)
  • Emerging Markets Roiled as Stock Selloff Surpasses Asian Crisis (BBG)
  • Rising Debt in Emerging Markets Poses Global Threat (WSJ)
  • China shares slip as oil slides, outweighing stimulus hopes (Reuters)
 
Tyler Durden's picture

The 21st Century: An Era Of Fraud





In “freedom and democracy” America, the government and the economy serve interests totally removed from the interests of the American people. The sellout of the American people is protected by a huge canopy of propaganda provided by free market economists and financial presstitutes paid to lie for their living. It is unclear that the US economy can be revived. When America fails, so will Washington’s vassal states in Europe, Canada, Australia, and Japan.

 
Tyler Durden's picture

"What To Own In An Equity Death Spiral"





As BofA admits, "this sell-off differs from a typical growth scare in that parts of the recession playbook are failing miserably." So until we have clarity on whether or not this is a garden variety correction or a true bear market, here is BofA's advice on what to own in an "equity death spiral"

 
Tyler Durden's picture

Demographic Doldrums: Visualizing 100 Years Of The Most Populous Countries





“I think ageing demographics is a bigger issue in China than people think. And the problems it creates should be become evident as early as 2016.” – Stan Druckenmiller, 2013

 
Tyler Durden's picture

Doug Casey: Why Do We Need Government?





Throughout history government has served as a vehicle for the organization of hatred and oppression, benefitting no one except those who are ambitious and ruthless enough to gain control of it. That’s not to say government hasn’t, then and now, performed useful functions. But the useful things it does could and would be done far better by the market.

 
Tyler Durden's picture

The Map That Will Change The Way You See The World





How do you view your country relative to others? Chances are if it’s based on most world maps, your view is distorted.

 
Tyler Durden's picture

The Demise Of Dollar Hegemony: Russia Breaks Wall St's Oil-Price Monopoly





Russia has just taken significant steps that will break the present Wall Street oil price monopoly, at least for a huge part of the world oil market. The move is part of a longer-term strategy of decoupling Russia’s economy and especially its very significant export of oil, from the US dollar, today the Achilles Heel of the Russian economy.

 
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