19 November 2014



Today’s Issue Cluster: Mobiles

Asia – Economies Face Falling Inflation Rates
Asean – Banks jostle for position as area integrates
Ebola – World Bank dramatically reduces projection of economic toll


MAJOR DATA POINTS

US – Oct: Housing Starts Down on Multifamily Drop; -2.8% from +7.8% / WSJ / B / R / cr *


MARKETS



ECONOMICS

Indonesia – Plays Legal Hardball WSJ *

Thailand – Generals outwit ‘team US’ N *

Myanmar – Shift Corners Suu Kyi WSJ / FT

Vietnam – Minimum wages jump 17-fold over 15 years N *

Philippines – Automakers wait as officials mull industry subsidies N *

Fiji – Attracts Old Friends as China’s Clout Grows WSJ *

Asia – Economies Face Falling Inflation Rates WSJ *

Asia – Singapore has some seriously good English speakers N *


POLITICS & FISCAL POLICY

Japan – Abe delays tax rise and gambles on snap election FT / B / AP / R / WSJ / NYT / N *

Japan – Readies for election but asks ‘why?’ FT * *

Japan – Abe’s Tax Delay Launches Aggressive Stimulus Plan WSJ / B

Japan – BOJ warns inflation could fall below 1% FT / WSJ / NYT / B / WSJ / N *

Japan – Okinawa’s Reinvention Enters Next Phase WSJ *


MONETARY POLICY

BI – Indonesia Raises Key Rate After Fuel-Price Increase B / WSJ / FT / R / NYT


FINANCE

Asean – Prospect of a massive, integrated market presents a golden opportunity N / N *

Asean – Banks jostle for position as area integrates N *


REAL ESTATE

China – Home Price Drops in All But One City B / WSJ / FT * *

China – Select Global Home Price Trends / b *

China – Faces debt crunch as property values fall FT


SERVICES

Delivery – UPS plans to bundle to cut costs FT / WSJ

Delivery – Holiday Onslaught Comes Earlier for UPS, FedEx WSJ *

Delivery – Amazon Is Testing Taxis WSJ

Delivery – Royal Mail blames Amazon network for fall in profits FT

Delivery – Retailers and Shippers Retool for the Holiday Season NYT


MANUFACTURING



TECH

Mobiles – Nokia takes on Apple with tablet device FT / WSJ / R / NYT *

Mobiles – Nokia turns to Silicon Valley for its next pitch to consumers FT * *

Mobiles – Samsung Plans to Reduce Smartphone Models by Up to 30% WSJ / FT

Mobiles – Taiwanese chip designer spawns low-priced smartphone boom R

Mobiles – Foxconn Profit Rises on iPhone Demand WSJ *

Mobiles – Apple Watch starts countdown on face off with Swiss industry FT * * * *

Mobiles – Lenovo Says ‘Hypergrowth’ in China Smartphones Ending B

Mobiles – Xiaomi Makes a Profit on Its Cheap Smartphones WSJ *


TRADE & TRANSPORTATION

Ship – A New Traffic Jam Hits LA WSJ *

Ship – Maersk Line Seeks to Cut Unprofitable Contracts WSJ


COMMODITIES

Gold – Rush in Ohio? WSJ *

Gold – The Fund that Reshaped the Market WSJ *

Gold – Falling supply a beacon for price recovery r * *

Platinum – Producers Plan to Polish Up Precious Metal WSJ

Platinum – Electricity From Fuel Cells Sparking Demand B


ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH

Avian Flu – First Outbreak of in UK Since 2008 Confirmed WSJ / FT / R / NYT / *

Ebola – World Bank dramatically reduces projection of economic toll FT

Ebola – West African Mining Projects Take Hit WSJ

Ebola – For West Africa, Crisis Requires a Juggling Act WSJ *


ENDNOTE

America’s favorite ‘bad’ movies wapo *


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