We publish WWAR every fortnight and the last edition was published last week. However, the last week has been an eventful one with Brexit leading to heightened volatility in global markets. There are various views on Brexit and this has become a very confusing subject. Through this special edition of WWAR we are trying to provide various aspect of Brexit: its possible causes, the road ahead, implications for global and domestic macro and markets.
We start this edition with an article from Politico which suggest the root cause of the Brexit is rampant" inequality" in the UK.
Next one is an opinion price from the Independent. It talks about how the older generation for their near term benefit might have pushed the younger generation to long term financial challenges.
Then there is this research peice from Investec. It outlines what happens to the UK economy from here on and what scenarios are possible during the course of Brexit?
Then there are two separate research pieces from HBCS. The first one discusses the potential implications of Brexit on the rest of Europe. Similarly, the other note discusses the potential implications for the rest of the World.
Next is an article from the BBC which talks about a sudden rating downgrade of the UK by major rating agencies.
Going ahead there are two articles on Brexit impact on India. The first one is from Deutsche Bank where they discuss why the direct impact of Brexit on Indian macro is at best limited. Another note from Jefferies further explains why India is "economically" protected at least in the short run.
Next we have a very insightful interview which Dr. Raghuram Rajan did with ET on Brexit. He explains the importance of the event and how India is comfortably placed right now.
Then there is an opinion column by renowned expert Lord Meghnad Desai on the road ahead post the Brexit.
Next is an article from the Economist on Brexit 2.0. As England crashes out of Euro Cup, it provides a context to England's second European exit in a week.
Then we provide a small opinion note by Scott Mineard, CIO of Guggenheim Partners on why investors should stay calm now.
Going ahead there is a thought provoking opinion piece "Why Brexit might not happen at all" from The New Yorker
Next we have an article from the New york Times. It covers the recent episodes of market crises and why market recover sharply after every crises with data evidence.
To conclude, there is an article from Quartz. It discusses amid Brexit how central banks are saving politicians yet again from the consequences of their actions. Sharp market recovery post the Brexit aided by hopes of imminent monetary support.
On behalf of Reliance Mutual Fund
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