Today’s Issue Cluster: China
China – Don’t Expect a Cure For Real Estate Woes
Online – Singles Day Draws New Suitors: Foreign Sellers
Copper – Rout Deepens as China’s Inflation Decelerates
China – Oct: Industrial output growth at six-month low; +5.6% from +5.7% / AFP / AP
China – Oct: Retail sales grew at swiftest rate this year; +11.0% from +10.9% / FT / X *
China – Equities return to bull market territory WSJ *
China – Steps Up Market Reforms Amid Record Capital Outflows B *
China – Beijing’s Market Grip Stays Tight, Despite Lifting IPO Ban WSJ *
China – Property Junk-Bond Sector Is an Unlikely Gem WSJ *
China – The IMF debates whether to include Yuan in its reserves E *
China – Foreign-Exchange Reserves Rise, Snapping Streak of Outflows WSJ *
China – Two-Track Economy Diverges Further in October WSJ *
China – New Minxin gauge shows year of contraction B * *
China – Xi Says 6.5% Growth Needed B / AP / R / WSJ *
China – 6.5% Target Tests Market’s Faith in Growth Story B *
China – Best-Laid Plans Could Go Awry WSJ *
China – Purported Fiscal Stimulus Isn’t Shovel-Ready Yet B
China – Consumers Picking Up Some of the Slack WSJ *
China – Consumers Need to Step Up BW *
China – Delays Economic Liberalization WSJ *
China – Manufacturing: Adapt or die FT * * *
China – Old-Line Industries Get an Internet Boost WSJ *
China – Seeks quantum leap to a new economic model FT *
China – Taiwan: Beijing’s ever tighter embrace FT / WSJ / AP * *
China – Unseats Canada as Top US Trade Partner B / G&M *
PBOC – China Cuts and Cuts, but Not Deep Enough WSJ *
China – Banks need €355b under global ‘too big to fail’ rules FT
China – Banks Are Laying Profit Growth Goose Eggs WSJ *
China – Banks Look to Shadow Banking for Growth WSJ *
China – Mainland Companies Flock to HK Properties WSJ
China – Don’t Expect a Cure For Real Estate Woes B *
China – Lumber prices down sharply / cr *
China – Population fears held up scrapping of one child policy FT *
Lux – Sales of Luxury Alcohol Rising Again in China WSJ *
Lux – Handbags Lose Some Cachet WSJ *
Online – Chinese spend big on Singles Day FT / B / R / FT / WSJ / AFP
Online – Singles Day Draws New Suitors: Foreign Sellers NYT
Online – Alibaba’s Global Ambitions Face Counterfeit Challenge WSJ *
Steel – European makers point the finger at China FT / FT
Copper – Rout Deepens as China’s Inflation Decelerates WSJ *
Aluminum – Rising Chinese Production Keeps Lid on Prices WSJ *
Look Who’s Missing From Facebook’s Map of World Friends slate *
