Weekend reading update..

Yet another update on my weekend reading. Last week, we had RBS issue a global stock and credit crash alert. Morgan Stanley chimed in with a warning on a “catastrophic event”.

I’ve read quite a few bearish European commentators talking of a sideways/upwards movement for the markets till early July, and downhill from then on till October. Here’s a few more links to whet your appetites!

• Chinese regulators to intervene in the markets to stem further decline. They are basically guaranteeing a support at a price floor of around 2000, implying a maximum downside of 30% from here.



• Trader’s Narrative also finds long term support around that price level.
  


• 23% investors are overweight US. Fear of Nehru-era policies in India



• Hindenburg omen!
  


• A kind word for inflation
  


• Is the era of quant finance over?
  


• Weather may ping natural gas
  


• Ten things for India to achieve its 2050 potential


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