11 August 2015



Today’s Issue Cluster: Mobiles

Japan – Report fights perception that shares overvalued
Beef – Japan exporters stampeded by cattle shortage
Japan – Abe’s future uncertain as public support dives


MAJOR DATA POINTS

Singapore – Q2: GDP shrank amid a manufacturing contraction; -4.0% from +4.1% / B

Russia – Q2: Fears of financial crisis rise as economy shrinks; -4.6% from -2.2% / FT / FT * *

Germany – Aug: Sharp drop in ZEW investor sentiment. 29.7 from 25.0 / AFP

US – Q2: Productivity rebounds, but trend remains weak; +1.3%, +0.3% yr / R / WSJ / AP


MARKETS

Japan – Volatile yen threat as Abe support wanes FT *

Japan – Report fights perception that shares overvalued N * *


ECONOMICS

Japan – Spending shows signs of improvement N *


POLITICS & FISCAL POLICY

Japan – Should Plan for Fresh Stimulus, Says Abe Adviser WSJ

Japan – Abe’s future uncertain as public support dives N *


MONETARY POLICY

BOJ – Japan Contraction Doesn’t Mean More Easing WSJ *

BOJ – Edges towards new inflation measure FT *

BOJ – Even for pros, central bank is far from an open book N * *


FINANCE



REAL ESTATE

Japan – Tokyo office rents crawl to four-year high R *


LABOR & EDUCATION

Japan – World of work: Lost generation struggles to catch up FT * *

Japan – Number of women in work reaches record high FT * *


SERVICES



MANUFACTURING



TECH

Mobiles – Foxconn to employ up to 1m in India FT / FT

Mobiles – Xiaomi Is Assembling Smartphones in India WSJ

Mobiles – Huawei smartphone revenues leap 87% FT / WSJ *

Mobiles – Nokia prepares for mobile comeback R

Mobiles – Apple’s Upgraded Prospects for the iPhone WSJ *

Mobiles – Apple Watch owners making health a priority zdnet *

Mobiles – Kill Switch Is No Dead Certainty to Stop Phone Theft WSJ *

Google – New Parent Company ‘Alphabet’ WSJ / FT / NYT / R / B * *


TRADE & TRANSPORTATION



COMMODITIES

Beef – Japan exporters stampeded by cattle shortage N *

Beef – Incomes fatten up for Australian farmers SMH * *


ENERGY & ENVIRONMENT

Nuclear – Japan poised for nuclear restart FT / AP / N

Nuclear – Pre-Fab Plants Prove Just as Expensive WSJ


HEALTH



ENDNOTE

40 Designs Vying to Replace NZ National Flag ha *


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