Today’s Issue Cluster: China Real Estate
China – Credit still double GDP growth; deleveraging hasn’t really started
Retail – Barnes & Noble seeks big expansion of its college stores
Ship – Pirate attacks are falling everywhere in the world except for Southeast Asia
Japan – FY2013-14: Current Account Surplus Smallest on Record; ¥0.8t from +¥4.2t yr / WSJ / B
Won – Strong Currency is a Headwind to Exports wsj * *
China – Factory activity shrinks in April R / r *
China – To avoid big economic stimulus: central bank chief R
China – Xi Says Must Adapt to ‘New Normal’ of Slower Growth B / AP
China – Poorer provinces are suffering most as the economy slows E *
Ukraine – Vote on Separation Held in Chaos NYT / WSJ / FT / R / B / FT *
Ukraine – National opinion poll on secession / *
Ukraine – More than half of Russians want the Soviet Union back q *
Ukraine – After a decade as president, economic growth in Putin’s Russia / r *
Ukraine – Germany’s Trade Ties to Russia Bind WSJ / R
Ukraine – Putin Going After Chinese Money to Sustain Sagging Russian Economy B
BOK – Holds Rate to Support Economy as Won Rise Adds to Risks B
China – Credit still double GDP growth; deleveraging hasn’t really started WSJ / B / b *
China – Entrusted Lending Raises Risks WSJ *
China – Big four banks’ profits surprise as reforms gather pace R / WSJ / r *
China – Home Prices Continue to Weaken in April WSJ
China – Price gains in 67 of 70 cities below Yu’e Bao money market fund / b *
China – Developers pull back as property downturn hits economy R
China – Gloom deepens for developers ft * * *
China – Property Bubble Has Already Popped, Report Says wsj
China – ‘Housing bubble is collapsing’ q * * * *
China – ‘Property developers face uphill battle’ X
China – A continued slowdown in property sector likely / b *
China – Property Slump Adds Danger to Local Finances B
China – Leaning towers ft * * *
Retail – Drugstores, Auto Parts Chains Outpace Market IBD
Retail – Barnes & Noble seeks big expansion of its college stores R *
Valuations – Young Tech Companies Remain Sky-High WSJ * *
Ship – Cargo Containers Jam Manila Docks Amid Truck Ban B
Ship – Wrong Type of Ice Hampers the Northern Sea Route WSJ
Ship – Pirate attacks are falling everywhere in the world except for Southeast Asia q * *
Hops – Prices soar as US craft beer boom takes off FT
Rice – Another green revolution is stirring in the world’s paddy fields E * *
Coffee – Switzerland turns a little into a lot q * *
Carbon – Obama Lays Out Proposals on Cutting Pollution WSJ
Carbon – US and China step up negotiations FT
Carbon – Private-Equity Investors Join China’s Environmental Cleanup WSJ *
MERS – First US patient improving, gets ready for discharge RR / B / WSJ / NYT / AP / q * *
Temperature and Aggression motw *
