19 September 2014



Today’s Issue Cluster: Alibaba



MAJOR DATA POINTS



MARKETS

Currencies – Falling Yen Is Weaker Tonic for Japan WSJ / WSJ * *

Currencies – The Return of the Wars wsj *


ECONOMICS

EU – Germany skids closer towards deflation FT * * *

EU – French president rules out further spending cuts FT

EU – Italy to Remain in Recession This Year, Says IMF WSJ / wsj / E * *

EU – Ireland’s Economy Surges Ahead of Eurozone WSJ / FT / b *

EU – Brussels seeks billions of euros to revive economy R / FT *

EU – Total investment 22% below pre-crisis levels b *

EU – Public debt in France inexorably rising to 100% of GDP / b *

EU – Germany: ‘A Nation Slowly Crumbles’ S * * *


POLITICS & FISCAL POLICY

UK – Scotland Votes No as London Vows Extra Powers FT / WSJ / NYT / B / R *


MONETARY POLICY

ECB – Europe shows negative interest rates not absurd – and might work FT

ECB – Draghi Stimulus Drives Wedge Through Scandinavian Rates B / WSJ


FINANCE

EU – ECB First Four-Year Loan Uptake Disappoints WSJ / FT / R * *

EU – Capital shortfalls likely to emerge from unprecedented ECB probe FT * * *

EU – German Savers Turn to Foreign Banks WSJ *


REAL ESTATE



SERVICES



MANUFACTURING



TECH

Alibaba – Said to Raise $21.8b in Record US IPO WSJ / FT / B / NYT / R *

Alibaba – ‘Mania Isn’t Built to Last’ WSJ / NYT *

Alibaba – ‘IPO to end US dominance in technology sector: expert’ X

Alibaba – Hugely profitable group enjoys a dominant position FT * * * * *

Alibaba – All of these companies rolled into one / q *

Alibaba – Gives More Details About Internet Business WSJ / WSJ * *

Alibaba – From bazaar to bonanza E * *

Alibaba – Founder’s Recent Deals Raise Flags WSJ / R / nyt *

Alibaba – Faces growing competition E / R / IBD / WSJ * *

Alibaba – Ma urges war against Tencent FT *

Alibaba – Taking battle with Rakuten global N *

Alibaba – Draws Brazilian Bargain Shoppers WSJ *

Alibaba – Takes on Amazon and eBay with US e-commerce website FT / R / WSJ / NYT / R *

Alibaba – Sees Mobile Games as Latest Trove WSJ / NYT *

Alibaba – Cleans Up ‘Gray Market’ for Some Prestigious Brands WSJ / WSJ * *

Alibaba – Disturbing elements ahead of IPO FT * * *

Alibaba – Is Going Hollywood WSJ / WSJ / WSJ / FT / wsj * *

Alibaba – Flops in Accounting for Acquisition Binge WSJ / FT / nyt *

Alibaba – Now Taking On China’s Banks NYT * *

Alibaba – A challenge to turn mobile into money R *

Alibaba – The new face of finance in China R / q *


TRADE & TRANSPORTATION

Ship – Maersk, MSC Urge US Watchdog to Approve Alliance WSJ

Ship – Big Is Beautiful Says French Ocean Cargo Firm WSJ

Ship – After standoff, Vale and China’s Cosco both claim victory R


COMMODITIES



ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH

Biotech – Europe struggles to catch US bulls FT * * *


ENDNOTE

What Europe would look like if every separatist movement got its own country gp *


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