17 February 2016



Today’s Issue Cluster: China

China – Cuts property group risks with domestic bonds
Media – Film groups team up to conquer China market
Chips – Concern Grows in US Over China’s Drive


MAJOR DATA POINTS

US – Jan: Housing Starts Fell; -3.8%, +1.8% yr / WSJ / R / AP

US – Jan: Industrial output rises; +0.9; from -0.7% / R

US – Jan: Producer Prices Rose; +0.1%, -0.2% yr / WSJ


MARKETS

China – How Big Mama Hurt Yuan Speculators B *

China – Favors Flexibility in Managing Yuan WSJ *

China – Currency turmoil casts doubt on forex pegs FT *

China – Starts to Lose Confidence in Their Currency NYT

China – Forex Reserves Plunge to Three-Year Low WSJ / WSJ / B *

China – Seeing the largest episode of capital flight in history WSJ *

China – Sharpens Efforts to Halt Money Outflow WSJ *


ECONOMICS

China – ConfBd: New GDP Gauge Suggest ‘Hard Landing’ B *

China – Goldman: Lacks global impact many fear FT * * *

China – Obsession with GDP targets threatens its economy E *

China – Closer ties fail to boost Russia trade N *

China – Debt levels cast cloud over march of Companies FT *

China – Factories Hunt for Growing Markets WSJ *

China – ChemChina rides new wave of outbound deals FT * *

China – M&A: A world of debt FT *

China – Companies Are Shopping Abroad at Record Pace WSJ *

China – EU Warns of Slowdown Impact WSJ *


POLITICS & FISCAL POLICY



MONETARY POLICY

PBOC – Prioritizes Strong Yuan When Managing Liquidity WSJ *

PBOC – In a quandary over capital controls FT *

PBOC – Made Aggressive Lunar New Year Cash Injection WSJ *


FINANCE

China – Bank lending hits record in January FT / WSJ / B *

China – Floods banks with record amount of cash FT / WSJ *

China – Prioritizes growth over deleveraging FT *

China – Credit Boom Might Not Pack a Punch WSJ *

China – Efforts to move away from banks being stymied FT *

China – Struggling companies turn to P2P exchanges FT / FT *

China – Profits soar but risks lurk at small banks FT *

China – Investors rush online to ditch stakes in rural lenders FT


REAL ESTATE

China – Shenzhen housing prices up 50% from a year ago WSJ *

China – Cuts property group risks with domestic bonds FT *

HK – Breaks record for ‘severely unaffordable’ housing FT / AFP *


LABOR & EDUCATION

China – Quality of workers to rise, even if number falls FT * *


SERVICES

Media – Film groups team up to conquer China market FT *

Media – China’s Move to Ride on Korean Wave Leaves Seoul Divided WSJ *


MANUFACTURING



TECH

Chips – China wants to become a superpower E *

Chips – Concern Grows in US Over China’s Drive NYT

Chips – Equipment Makers Eye An Era Of Waning Apple iPhone Demand IBD


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

137 occasions given over to UN days e *


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