Arun_Jaitley_at_the_India_Economic_Summit_2010_cropped

India – Budget Has World Watching

Can India truly deliver on the promise of the best demographic and consumer growth story in the world? India is the BRIC country without any other members.  India is delivering “China like” growth and has been one the best performing major EMs in the last 12 months (+36%).

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Public Domain image courtesy the U.S. Coastguard: http://commons.wikimedia.org/wiki/File:Development-driller-3.jpg

Crude Oil Update – Brent-WTI spread Widens While Sentiment Worsens

Brent pulling back today albeit well off the lows as of early afternoon as we hear headlines of an OPEC meeting potentially called early (although the sources of this meeting seem to be only forces who benefit from the cartel holding an emergency meeting) but also now having digested last week’s inventory and rig count data.

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