14 November 2014



Today’s Issue Cluster: China



MAJOR DATA POINTS

EZ – Q3: Shows Meager Expansion; +0.2% from +0.1% / FT / NYT / WSJ / AP / B / R *

US – Sep: Retail sales point to more spending; +0.3% from -0.3% / B / WSJ / R *

US – Nov: UMich consumer sentiment up; 89.4 from 86.9 / B / R *

US – Sep: Import Prices Drop; -1.3%, -1.8% yr / WSJ *

US – Sep: Business inventories rose; +0.3% from +0.1% / R *


MARKETS

Currencies – Yuan: Hong Kong banks compete for offshore renminbi FT *

Currencies – Yuan: Chinese, Canadian central banks agree to swap R *

Currencies – Yuan: Rise of the renminbi R * * *


ECONOMICS

China – Slowdown Deepens as Targeted Stimulus Fails to Spur Loans B / FT / b *

China – Slowdown Hits Consumers WSJ / WSJ / WSJ * * *

China – Growth in danger of slowing more sharply FT / WSJ / r / B / AP / FT * *

China – Industrial output, investment and retail sales growth lower / b *

China – Electricity flat lining at +1.9%, cement production crumbles to -1.1% / b *

China – Exports to HK up 24%? b *

China – Regions Show Economies Differ as Slowdown Deepens B

China – Animal Spirits Indicators show slowdown across spectrum / b *

China – Dismal Canton Fair bodes ill for exports N

China – Economic Slowdown Reflected by Multinationals WSJ / R *

China – No Longer Business as Usual NYT / NYT

China – Anti-corruption push may drive wealthy overseas FT

China – ‘Potential Outstripping 1950s Japan Is Reform Prize’ B

China – A Pimco Bet on Debt, Via Credit-Default Swaps WSJ *

China – Opens Door Wider to Foreign Investors WSJ * *

China – Sees Itself at Center of New Asian Order WSJ / NYT / AP / R * * *

China – Takes Carrot-and-Stick Approach to Dealing With Neighbors WSJ * *

China – Studying new Silk Road rail link to Pakistan CD *

China – Bypasses Philippines in Its Proposed ‘Maritime Silk Road’ WSJ *

Asia – The Pacific Age E / E / E * * * * *


POLITICS & FISCAL POLICY

HK – Xi slams ‘illegal’ protests FT / WSJ / WSJ *

HK – Economic inequality underpins political divide FT * *


MONETARY POLICY

PBOC – Resists calls for sharper stimulus FT / B * * *


FINANCE

China – PBOC Pumps Money to Banking System WSJ

China – Lack of Local Lending Sinks Pakistan Deal WSJ *

China – Internet firms launch financial revolution CD *

China – Banks are offering higher returns / b *


REAL ESTATE

China – Home Buyers Rushing Online to Finance Downpayments B

China – Property Not Dead Yet WSJ *


SERVICES



MANUFACTURING

Drones – Chinese Drone Maker DJI Unveils More Powerful Model WSJ / N

Drones – Cheap Models Made by China’s DJI Are Filling the Skies WSJ *


TECH

China – Selling to the next billion FT *

China – Internet Giants Get Online-Travel Bug WSJ *


TRADE & TRANSPORTATION

China/Australia – See Opportunity in Free-Trade Pact WSJ * *


COMMODITIES

Iron – China’s Push for Clear Skies Hits Market WSJ

Iron – ‘Rhetoric should shift from China demand to oversupply’ r *

Copper – Falls to 4-Week Low on China Worries, Oil-Price Drop WSJ

Copper – China’s hidden hand in the global market r *


ENERGY & ENVIRONMENT



LABOR & EDUCATION

HigherEd – Fall in Chinese graduates enrolling in US FT *

HigherEd – US Graduate Schools Rely More on Asia WSJ *

HigherEd – The difference between Indian and Chinese students in the US q * * *

HigherEd – Data in China since 2001 r *

HigherEd – Wider Search for Applicants Crowds Out Local Students WSJ *


HEALTH

Demog – China: Changed One-Child Policy Doesn’t Give Baby Boost WSJ


ENDNOTE

Global Image of China pew *


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