THE COST OF DRIVING
Can India ever catch up with China in numbers of cars sold (@million pa vs 16 million pa)? We think not
Can India ever catch up with China in numbers of cars sold (@million pa vs 16 million pa)? We think not
Oil and gas price slump to encourage deal making in EM’s as well
We had predicted that this was really a squeeze out and it has come to pass
Without an increase in fertilizer production none of this looks possible.
Dairy industry continues to attract investment
Old media gains ground
Who is the next target for Suntory to meet their inorganic growth plans?
The reduction in the cost of capital makes EM stocks look attractive from an international viewpoint; even if not so based on domestic benchmarks
http://www.ft.com/intl/cms/s/3/75b4ea16-abe3-11e4-a089-00144feab7de.html#axzz3Qqvw6sZo
Will Nestle look at EM for acquisitions?
http://www.ft.com/intl/cms/s/0/4b5c16a8-abcb-11e4-b05a-00144feab7de.html#axzz3Qqvw6sZo