19 August 2016



Today’s Issue Cluster: Retail



MAJOR DATA POINTS



MARKETS



ECONOMICS

Asia – Who is Most Dependent on China? B * *

Vietnam – The big winner from China’s move up the value chain FT *

Vietnam – Having attained middle-income status, now aims higher E *

Indonesia – Signs of relief for sluggish economy FT *

Mongolia – Having an Epic Economic Meltdown B * *


POLITICS & FISCAL POLICY



MONETARY POLICY

Mongolia – Lifts rates to halt currency slide FT *


FINANCE

India – Investors see opportunity in bad-debt purge FT *


REAL ESTATE

India – Fund Predicts Prolonged Slump in Home Sales B *


LABOR & EDUCATION

India – Skills Shortfall Challenges Modi’s Manufacturing Vision WSJ *


SERVICES

Retail – Target Dims Outlook as Sales Struggle WSJ / FT *

Retail – Can Target Fix Its Grocery Business? WSJ *

Retail – Home Depot, TJX Cos. Buck Trends WSJ *

Retail – Wal-Mart lifts profit outlook as sales rise FT / WSJ * *

Retail – Wal-Mart hopes to add thrust with Jet.com FT *

Retail – Macy’s Fix: Fewer Stores WSJ *

Retail – Stagnant Sales Mean US Stores May Lack Pricing Power B *

Retail – Where We Spend Is Upending Traditional Stores WSJ *


MANUFACTURING



TECH

India – Spurn Snacks, Shampoo to Load Their Smartphones WSJ *

India – Reality call FT * *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Nuclear – UK’s plans to build six plants raises concerns FT *

Nuclear – Developers plan pint-sized plants in UK R *


HEALTH



ENDNOTE

Olympic Gold Medals Have Almost Zero Gold in Them vc *


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