China's stimulus message leaves investors wanting though hanging onto hope reuters.com/world/china/ch…
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Vidya Ranganathan
2.1K posts
Vidya Ranganathan
@vid_ranganathan
Reuters global breaking news editor for financial & markets news. Interested in market intelligence, flows, quirks, deals, charts...
Singapore Katılım Mayıs 2011
703 Takip Edilen654 Takipçiler
Vidya Ranganathan retweetledi
The ungated version of our piece explaining the puzzle of why 3 years of (apparently) gangbuster real economic growth—9.7%, 7% & 8.2%—led to electoral chastisement not endorsement of the Modi government
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Vidya Ranganathan retweetledi
@RiddhimaTalwani @manojgulnar @PraveenR_P @Krishn_ @Rajendra1857 @AnkurBisen1 @Nccf_India @andymukherjee70 Google Trends data shows the number of searches for "tomato puree" in recent weeks in India highest in last five years. "Chefs are also trying to find ways to bring the sourness of tomatoes through other agents” and purées are in vogue reuters.com/world/india/to… @RiddhimaTalwani
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Vidya Ranganathan retweetledi
Interesting view. Reuters reported on each of these after spotting changes at outlets and seeking company comments and/or using notices and inputs from store managers. It’s a story that impacts the masses and tells us a lot about economy, consumption and challenges of big brands
Karthik 🇮🇳@beastoftraal
McDonald's India (North and East) dropping tomatoes from its dishes made news around July 7, 2023. Subway dropping tomatoes from its dishes made news around July 22, 2023. Burger King India dropping tomatoes from its dishes made news around August 16, 2023. Observe how the announcement was framed by the respective brands, and how the announcement was reported in the news. McDonald's used a standard print-out that was put inside a plastic cover. The title read, "Temporary unavailability of tomatoes". Subway had a better method - it was a better printed board, but the title still was, "Temporary unavailability of TOMATOES". The only difference was the capital letter. Burger King had a wall poster, properly designed and printed. But observe the title: "Even tomatoes need a vacation"! While McDonald's and Subway were aiming for basic functional communication. It's almost like both these brands were grudgingly making an announcement. For Burger King, it's the same announcement. But the person/team who was thinking of the poster went beyond mere functional (that is, "this is what is happening/happened") communication. Instead, they aimed to give the announcement a personality. This is communications 101 in the world of many-to-many communication. If your communication does not stand out, it will not attract attention. But even in normal corporate communication (one-to-one, one-to-many; press releases, public speeches, PowerPoint presentations, advertising, annual reports, etc.), functional communication should not be the aim. The aim should always start with, 'Why should people really care to listen to/read what I'm going to communicate?', instead of, 'This is what I have. I believe this is important and the way I have framed it is adequate. Those who are interested will read it'. In PR and corporate communications, such distinctions can make a dramatic difference. Just look at the way the news of the 3 fast food chains dropping tomatoes framed it. Most outlets picked up exactly what Burger King wrote, bringing a character to the communication even beyond the brand's own store-level communication! #communication #communications #corporatecommunication #PR #publicrelations #writing
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@dampedspring Thanks Andy, really useful and simple. Ques - what about a US investor - hearing they get a clean 6% investing hedged in JGBs?
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Comparing JGB 10 year yield to UST 10 year yield 101
This is an important and somewhat complex topic. Given the BOJ move last night it seems worth discussing. Currently the on the run JGB 10 year is yielding 56bp and the US 10 year is yield 4%. Wow. It seems obvious which
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China's monetary authorities are starting to put a floor under the yuan even as officials pledged more stimulus for the flagging economy.... reported with guidance from Winni Zhou and our China team that never misses a trick. lnkd.in/gS_92bDF
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Jamie McGeever's take this morning : Asian markets reach the half-way point of the week with a spring in their step, after surprisingly strong U.S. economic data on Tuesday put thoughts of a slowdown or recession to the back of inv…lnkd.in/g6zmUx2c lnkd.in/gq-kNEZX
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Oil was slightly higher on Monday and the rouble lower as an abortive weekend mutiny by Russian mercenaries raised questions about Russian stability and crude supply, but left investors hesitant to draw any further conclusions, wri…lnkd.in/gNFyWhBj lnkd.in/gBPZYp4D
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Nice at-a-glance ECB planner from ING lnkd.in/dXHQwvaF
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"We must choose to stand with our country ... and make long-term asset allocation in line with the country's needs," Liu Tuoqi, head of investment at Shanghai Zhangying Investment Management Co, told investors in a roadshow, descri…lnkd.in/gCGvZ4py lnkd.in/gQe4NkdB
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Lovely piece Lisa Pauline Mattackal. lnkd.in/gxBgKq_j
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Ueda has given no clues a fresh move is imminent and accordingly pockets of dislocation in the bond market, where short-selling has focused, are easing, and traders are pushing back expectations for policy tweaks to June or July. T…lnkd.in/gsQeS37v lnkd.in/gVMAFPrC
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"The world's largest commodity exporters and importers - China, Russia and Brazil - are now working together on using renminbi for cross-border payments," said Chi Lo, senior investment strategist at BNP Paribas Asset Management in…lnkd.in/g4urmwae lnkd.in/gy-JGvVv
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"The door is now closed (to foreign buyers)," said Vera Liu, a Singapore property agent. "..the adjustment is so high. It could mean a few million dollars more in duties for some buyers."
Xinghui Kok Chen Lin lnkd.in/gN9GNYJq
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Corporate governance in Japan has suddenly become a cause celebre, rousing the world's third-largest stock market out of decades of lethargy and drawing in hordes of foreign investors. Ankur Banerjee reports
lnkd.in/gSzARDhq
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The start-up, which has a contract with NASA to ferry payloads to the moon from 2025 and is targeting building a permanently staffed lunar colony by 2040, aims to be the first commercial company to land a probe on the moon. Rocky Swift reports lnkd.in/gkcUJrfa
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The BOJ-bond vigilantes battle lines - this pic says it all. lnkd.in/geUh2U4c
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Again?? anyway "X Date" is sometime in the third or fourth quarter.
#ustreasury Megan Davies Davide Barbuscia lnkd.in/gMaXy_Hc
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“I think that they were making a very definitive point to the market,” said Bart Wakabayashi, branch manager at State Street in Tokyo.
“‘We’re here to do what we said we’re going to do. We don’t want some crazy speculation, we wan…lnkd.in/gywyagXt lnkd.in/gX9CcVvd
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