11 February 2015



Today’s Issue Cluster: Biofuels

China – ‘Getting a lid on shadow banking’
Tourism – International travelers hit record 1.13b in 2014
Metals – Southeast Asia’s junkyards a gold mine


MAJOR DATA POINTS



MARKETS

China – Stocks Fall After 2014 Rally WSJ *


ECONOMICS

China – Goes on spending spree and double investment in Europe FT * * *


POLITICS & FISCAL POLICY



MONETARY POLICY

PBOC – Monetary policy undergoes big shift FT

PBOC – Drop in Inflation Pressures Central Bank to Expand Credit WSJ / R * *

PBOC – Injects Funds Into Financial System WSJ *


FINANCE

China – Banks bulk up in London’s commodity sector FT *

China – ‘Getting a lid on shadow banking’ B *


REAL ESTATE

China – Shadows loom over property market after developer’s default N *


SERVICES

Tourism – International travelers hit record 1.13b in 2014 N *

Tourism – Record spending spurs race for Chinese R *


MANUFACTURING



TECH

TVs – Samsung reveals potential for smart sets to eavesdrop AP / B / nyt

TVs – Japanese Makers Retreat From Overseas Markets WSJ *


TRADE & TRANSPORTATION

China – US Launches New Trade Challenge WSJ / FT / NYT


COMMODITIES

Copper – Everywhere, but why now? r * *

Nickel – ‘Still favored upside pick over a two-year time horizon’ r *

Metals – Southeast Asia’s junkyards a gold mine N / N *


ENERGY & ENVIRONMENT

Alt – Biofuels: Ethanol Prices Slide Amid Supply Spike FT / WSJ / FT / WSJ *

Alt – Biofuels: ADM Sees Weaker Profit Margins WSJ / R

Alt – Biofuels: Report Urges Western Governments to Reconsider NYT / R

Alt – Biofuels: Aims to compete with petrol on price FT / NYT / NYT

Alt – Biofuels: Airlines Fly the Skies on a Sugar High NYT


LABOR & EDUCATION

China – Labor Ties Fray as Economic Growth Slows WSJ *


HEALTH

China – Falling Through the Cracks of Health-Care System WSJ *


ENDNOTE

Places named after communist heads of state motw *


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