12 May 2015



Today’s Issue Cluster: Mining

China – Stock-Market Boom Won’t Erase Bad Debts
Australia – Budget U-Turn Puts Gas on Growth
F&B – China now has more vineyard space than France


MAJOR DATA POINTS

US – Mar: Job Openings Decrease; -3%, +19% yr / B / cd *


MARKETS

China – Tech mania propels start-up board to record high FT *

China – Shares are looking decidedly frothy FT *

China – Stock-Market Boom Won’t Erase Bad Debts WSJ *


ECONOMICS

Asia – Debt Market Gets Tougher WSJ *

Asia – Investors Steer Clear of Asean WSJ *

Asia – EM capital outflows eclipse financial crisis levels FT * *

Asia – Block trade surge delivers Goldman windfall R *

Asia – Stalling Exports Make the Case for Stimulus WSJ *

Asia – Diversity drives Indian Ocean region FT *


POLITICS & FISCAL POLICY

Australia – Budget U-Turn Puts Gas on Growth FT / FT / R *

Australia – Cuts Growth Forecast WSJ / AFP

Australia – Cloud Over Credit Rating Could Have Silver Lining WSJ *

Australia – The blissful phase of investors’ relationship is over FT / r *


MONETARY POLICY



FINANCE

Asia – Nonbank Lending’s Shadow Grows WSJ *


REAL ESTATE

Australia – Property market boom weighs FT


LABOR & EDUCATION



SERVICES



MANUFACTURING

F&B – Bourbon Makers Singed by a Barrel Shortage WSJ *

F&B – Powdered Alcohol Meets Resistance in US NYT

F&B – US craft beer thrives despite strong dollar FT

F&B – Indonesian Islamic parties seek ban on alcohol consumption R / WSJ *

F&B – NZ winemakers chart growth beyond Australia R *

F&B – China may shake global wine market again, as a producer WSJ *

F&B – China now has more vineyard space than France Q *

F&B – World’s Biggest Wine Producers / statista *


TECH

Mobiles – After Galaxy Smartphone Debacle, Samsung Questions Game Plan WSJ * *

Mobiles – Chinese smartphone market falls for first time in six years / CD * *

Mobiles – Chinese Smartphone Makers Try to Make Inroads in India NYT

Mobiles – Global smartphone shipments / ft *


TRADE & TRANSPORTATION



COMMODITIES

Iron – Chinese rate cut stokes rally FT / FT *

Zinc – Traders dig in as price rebounds FT

Zinc – Investors return, but are they chasing shadows? r *

Copper – Rio Tinto bets on rapid price recovery FT *

Palladium – Prices Fall on China Car Sales WSJ

Platinum – Lonmin to cut 3,500 jobs as market downturn persists FT

Gold – India wants its rich temples to help the economy WaPo *

Metals – China stimulus may boost some commodity exports r *

Mining – BHP Models Leaner Look WSJ *

Diamonds – De Beers Lokks at Mining Waste WSJ *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Birthplace of 30 famous cocktails motw *


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