13 July 2015



Today’s Issue Cluster: China

Cable – Comcast Offers Its Alternative, Using the Web
Oil – US: ND output stabilises but does not fall
Pharma – Indian struggle to tighten standards paves way for M&A deals


MAJOR DATA POINTS

China – Jun: Exports Grow, but Remain Weak; +2.8% from -2.5% / WSJ / FT / AP *


MARKETS

China – Investors Hang On as Market Swings WSJ / NYT *

China – Investors Pull Back from Margin Financing WSJ *

China – Wary of killing rally with margin lending curbs FT / WSJ

China – Crackdown on Margin Lending Hits Peer-to-Peer Lenders WSJ

China – Myth of retail investor understates large players’ role FT *

China – Indices are removed from reality FT / WSJ *

China – Market-tracking ETFs roiled by share suspensions FT *

China – Big boom and bust cycles are typical WSJ *

China – Regulators on hook for stock slide FT *

China – Blow-out has Hong Kong basking in financial hub glow R

World – Crises All Fall Short of Going Global WSJ *


ECONOMICS

China – Signs of a Growing Hush in Economy NYT

China – Rescue places renminbi reform under threat FT *


POLITICS & FISCAL POLICY

China – Beijing Faces New Challenges After Rout WSJ *


MONETARY POLICY

PBOC – Tests QE with Chinese characteristics FT


FINANCE



REAL ESTATE

China – Turmoil threatens to spread to the property sector FT

China – Rich seek shelter from stock market storm in foreign property R


LABOR & EDUCATION



SERVICES

Cable – Comcast Offers Its Alternative, Using the Web NYT

Cable – ESPN Tightens Its Belt as Pressure on It Mounts WSJ *

Cable – Little-Known French Billionaire Circles US Market WSJ *


MANUFACTURING



TECH

Mobiles – China’s gyrations may bring testing times for Apple FT

Mobiles – Apple’s Share of Smartphone Industry’s Profits Soars to 92% WSJ * *

Mobiles – Google, Facebook vie for 2 billion potential users in Asia N *


TRADE & TRANSPORTATION



COMMODITIES

Mining – Debt Load Digs Into Industry WSJ * * *

Mining – Companies sucked into Chinese stock market’s vortex FT * *


ENERGY & ENVIRONMENT

Oil – IEA Says Prices May Fall More Amid Slowing Demand WSJ / FT / B * * * *

Oil – Production Shows Signs of Flagging WSJ / FT

Oil – Hedging pressure set to sap prices FT * *

Oil – US: ND output stabilises but does not fall r * *

Oil – Mexico: the big sell off FT * * *

Oil – Nigeria: back to the drawing board FT * *


HEALTH

Pharma – Indian struggle to tighten standards paves way for M&A deals R

Pharma – Drugmakers premiere summer blockbusters FT * *


ENDNOTE

How The ArtNews Top 200 Art Collectors List Has Changed an / an *


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