10 June 2015



Today’s Issue Cluster: China Markets

China – Poll shows 25% of foreign businesses plan job cuts
Mobiles – Chinese companies pile into overcrowded smartphone market
Gaming – Macau: New bet on families


MAJOR DATA POINTS



MARKETS

China – Market Bubble Still Taking On Air WSJ *

China – To Revise Margin Rules WSJ

China – Bill Gross’s Next Short: Shenzhen? WSJ

China – Negative bets may be unwise ft *

China – Euphoria has stock market in its dangerous grip ft

China – Indexes Open to Millions More WSJ *

China – Shares May Finally Get Their Due WSJ / FT / B / WSJ * * *

China – MSCI Decision Is Setback for Beijing WSJ

China – Investors Keep Cash Close to Home WSJ

China – Tech Firms Aim to Stay Home WSJ / R *

China – IPO Market Leaves US in the Dust WSJ *

HK – Investors deal lesson in sobriety to China FT * *


ECONOMICS

China – Poll shows 25% of foreign businesses plan job cuts FT

China – Dealmaking hints at broader European ambitions FT

China – Is buying in Oklahoma and Texas wapo * *


POLITICS & FISCAL POLICY

China – Plans to Run AIIB: Leaner, With Veto WSJ *


MONETARY POLICY

PBOC – Low Prices Let China Blaze New Easing Path WSJ *


FINANCE

China – Corporate sector goes on a borrowing binge FT

China – Peer-to-Peer Lending Takes Off WSJ *

China – Opens door for Visa and MasterCard to challenge UnionPay FT *


REAL ESTATE



LABOR & EDUCATION

China – End of migrant miracle FT * *


SERVICES

Gaming – Macau: Gambling Revenue Continues to Drop WSJ *

Gaming – Macau: New bet on families N * *

Gaming – NJ: Real Estate Magnate Pushes for a Casino in North Jersey NYT *


MANUFACTURING



TECH

Mobiles – India’s Micromax Churns Out Phones Like Fast Fashion WSJ *

Mobiles – China’s Xiaomi Takes Aim at World WSJ *

Mobiles – Chinese companies pile into overcrowded smartphone market N * *


TRADE & TRANSPORTATION

EU/China – EU Lawyers Favor Market-Economy Status for China Next Year WSJ *


COMMODITIES

Cotton – Global Glut Crops Up WSJ *

Rubber – Trading Shifts From Tokyo WSJ *


ENERGY & ENVIRONMENT

Air – Hundreds of Chinese Cities Don’t Meet Standards NYT / FT *


HEALTH



ENDNOTE

Mobile phone evolution t *


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