14 August 2015



Today’s Issue Cluster: Latin America

China – ‘You cannot trust the numbers’
Aluminum – China’s Gargantuan Exports Poised to Get Even Bigger
Air – New study suggests China pollution worse than thought


MAJOR DATA POINTS

X


MARKETS

China – Defends new currency regime FT / WSJ

China – Markets Test Vow to Ease Grip on Yuan WSJ / FT *

China – Volatility Saps Momentum for Market Reform WSJ *

China – Beijing, Citigroup Agree: There’s No Need for Big Yuan Devaluation B *

China – Takes Toll on Local Firms WSJ *

China – Asia Inc weighs impact FT * *

China – EM Exporters Feel Heat WSJ *

China – Mixed Blessing for Smartphone Makers WSJ *


ECONOMICS

China – Global companies hurt by slowing FT * *

China – ‘You cannot trust the numbers’ FT *


POLITICS & FISCAL POLICY

LatAm – Mexico and Colombia join ‘fragile five’ FT

LatAm – Honduras and Guatemala: A Central American spring? E *

Brazil – Economists See Downgrade to Junk in the Next Few Years B * *

Colombia – Peso slide fuels rate rise risk FT *

Colombia – Oil fall shuts ‘door to paradise’ FT * *

Venezuela – ‘Terrorised by oil price drop’ FT * *

Guyana – Exxon’s $40b Discovery Rekindles a Nasty Feud B / va *

Cuba – Despite the embargo, US exports plenty E *


MONETARY POLICY



FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

Online – Alibaba Mania Continues to Fade WSJ / FT / NYT / WSJ * *

Online – Alibaba looking for new sources of growth E * *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Aluminum – China’s Gargantuan Exports Poised to Get Even Bigger B *

Aluminum – A Headache for Traders B * *

Tin – Why it stands out in the commodities rout r *

Platinum – South Africa’s Miners Start Over WSJ

Gold – Demand falls to six-year low FT / WSJ


ENERGY & ENVIRONMENT

Air – New study suggests China pollution worse than thought E / B *


HEALTH



ENDNOTE

Map of the world by market cap bm *


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