What are you reading today!

Published: Thu, 06/02/16

June 2, 2016 View in browser

Global risks are being acknowledged by a wider audience even those hard core India bulls. And evidence shows that the China stimulus behind the reflationary rally is wearing off. Theses insights in today's notes and videos.

www.zerohedge.com
One does not have to be financial wizard to to know that a firm which has to borrow more than it can generate from core operations is not a sustainable business model, and yet today's CFOs, pundits and central bankers do not. But more are starting to pay attention as the corporate debt pile hits epic proportions. As Bloomberg writes this morning, when it also issued a stark warning about the next source of credit contagion, while "consumers were the Achilles’ heel of the U.S. economy in the run-up to the last recession. This time, companies may play that role."
Image
m.youtube.com
The Forgotten Depression tells of the slump of 1920-21: high unemployment, collapse in commodity prices, upsurge in bankruptcies and sharp break in stock pri...
Image
m.youtube.com
Catch Ridham Desai - Head of India Equity Research & India Equity Strategist of Morgan Stanley in an exclusive conversation with ET NOW as he speaks about th...
Image
app.hedgeye.com
This is a brief excerpt from a recent institutional research note written by Hedgeye analyst Josh Steiner. Email sales@hedgeye.com for more information.
This curated newsletter was made with love for you using Curate, the latest AWeber mobile app for iOS and Android.
AWeber