India's Stock Market Outlook

During its October 10th, 2015 Asia Form, Barron's Isabella Zhong interviews Invesco's Paul Chan on what's ahead for India stocks, interest rates and the spending power of India's growing number of consumers.

Must One Be Bearish About China's Stocks and the Yuan?

Yuan Devaluation? Think Again. 10/10/2015 12:05AM Isabella Zhong asks Gavekal's Louis Gave talks about China's correction, what's ahead for the yuan, and why he likes Chinese airport stocks in this October 10th, 2015 video:

David versus Goliath: Bollywood's new challange

India has one of the world's fastest growing economies and its second largest population, a population projected to overtake China in the not too distant future. Bollywood's produces far more movies, though less revenue, than Hollywood and is known for its fantasy feeding extravaganzas. Now it is experiencing a new genre facilitated by the digital revolution.

Short films in India are attracting investors and established Bollywood players, spoiling audiences for choice. On October 6, 2015, the FT's Jyotsna Singh reported from Mumbai on how the explosion of digital access has fueled their popularity:

ANZ: We Are Still Bullish on Natural Resoures

According to the conventional wisdom, if China slows down, Australia will catch a cold.  A natural resources boom has fueled a twenty year expansion in Australia's economy. Does the slowdown in the BRICs, and particularly the "C" (China), mean the end of this Aussie expansion? No says Mike Smith. The chief executive of ANZ discusses his country's and his bank's prospects and plans with FT's Jeremy Grant in this 5:19 minute video.  But Mr Smith does not see everything as rosy in the Lucky Country: he argues the wider Australian economy needs modernization:

The Emergency Meeting

The Economist reports Luiz Inácio Lula da Silva's hand picked successor, Brazilian President Dilma Roussef, has seen her popularity drop in half "after the eruption of nationwide protests involving more than 1m people."  The people are upset over corruption.

In response she "has put forward a five-point plan focused on political reform and investment in long-neglected public services. On July 2nd she sent a list of proposals to the Senate. She wants a consultative referendum on the public financing of campaigns, the abolition of secret ballots in parliament, an overhaul of rules that govern political alliances and a new electoral system (the current one uses an open-list, proportional-representation model for the lower house)"

Our correspondent on the scene, Friends University student Lucas Bariani Machado, tells us from Brazil that some may be skeptical.  He provided us with the YouTube spoof (in Portuguese with English subtitles) below: enjoy!

REUNIÃO DE EMERGÊNCIA

Update:

Lucas offers this video as a 5 minute explanation of "why we are into these protests that you've been aware of lately."