Today’s Issue Cluster: China
US – Mar: Housing starts underperform; +2% not +14% / R / WSJ / B / AP *
US – Week: Jobless Claims Rise; +12k to 294k / WSJ / B / cr *
Stocks – HK: Becomes world’s largest exchanges operator FT *
Stocks – HK: Equity advance creates new corporate giants FT / B *
Stocks – HK: Buyers Shun Blue Chips WSJ *
Stocks – China: Overshadowed Shenzhen Market Surges WSJ * *
Stocks – China: Disappointment inevitable for those buying into froth FT *
Currencies – Momentum Builds to Label Yuan a Reserve Currency WSJ
Currencies – HK in no rush to switch dollar peg FT *
China – Lower growth as property and manufacturing drag FT / NYT * * *
China – Faltering Growth Forces Reliance on Traditional Tools WSJ *
China – One silver lining was strength in services WSJ *
China – Soft or hard landing? E * * *
China – Economy to grow 6.8% in 2015: IMF AFP / FT *
China – Trade Plunge Won’t Reach Great Depths WSJ *
China – Interior cities still growing wapo *
China – Banks on a glut-busting “Silk Road” N *
China – Has lent billions to spread influence but defaults loom FT
China – Are Foreign Exchange Reserves Really Falling? cfr *
China – ‘Explains collapse in global inflation rates’ bv * *
China – Beijing influence over AIIB a concern ahead of founders’ meeting R *
China – AIIB to Focus on Big-Ticket Projects, Indonesia Says WSJ / CD *
China – Projections of power FT * *
China – Collectors get aggressive as governments seek revenue N *
PBOC – Reserves Decline by Record on Intervention, Euro’s Slide B *
China – Finally Gets Cheaper Credit WSJ *
China – Banks: a national service FT *
China – Commercial lenders expand investment banking operations FT *
China – Small Businesses Lose Out on Cheaper Loans WSJ *
China – Smartphones replacing wallets N *
China – Boston Project Draws Insurance Firms’ First US Investments WSJ *
HK – Builder shortage hits prices and delays key projects FT *
China – Aims to Soothe Labor Unrest WSJ *
China – May Have the Most Factory Robots in the World by 2017 wsj *
China – Escalates Hollywood Partnerships, Aiming to Compete One Day NYT
China – Asia’s box office for movies is now bigger than America’s q *
Metals – China regulation is key to copper pricing FT / WSJ *
Metals – Chinese hedge funds boost influence N *
94% of Chinese live east of the Heihe-Tengchong line motw *
