2 March 2015



Today’s Issue Cluster: Oil

China – A Retro Push Against Women
Mobiles – Industry tiptoes towards 5G
Ship – Baltic Dry Index rebounds


MAJOR DATA POINTS

China – Feb: HSBC PMI at seven-month high; 50.7 from 49.7 / R / WSJ / AP *

China – Feb: Official Manufacturing PMI Edges Up; 49.9 from 49.8 / WSJ / AP / B *

EZ – Feb: Consumer Prices Fall Again; -0.3% from -0.6% / WSJ / R / NYT / AFP / AP *

US – Feb: Consumer Spending Falls; -0.2% from -0.3% / R / WSJ / AP / B *

US – Feb: ISM manufacturing growth slows to 13-month low; 52.9 from 53.5 / R / B / CR *


MARKETS

Stocks – Where have the good times gone? FT * * * *

Stocks – US small-cap return to favor FT * *

Stocks – China no longer a bargain FT *


ECONOMICS

China – Investors grapple with corruption risks FT * *

China – Pressure Builds to Weaken the Yuan WSJ / NYT *

China – A Retro Push Against Women NYT

China – Online operators leap in brand ranking N *


POLITICS & FISCAL POLICY

China – Risk of fiscal cliff grows N

China – Expands Island Construction in Disputed South China Sea WSJ *

China – In naval co-operation vow with Russia FT *


MONETARY POLICY

PBOC – China cuts benchmark interest rate FT / WSJ / NYT / AP / B / WSJ / WSJ *


REAL ESTATE

China – New-Home Prices Swing to Decline WSJ


FINANCE

Mobile Payments – Samsung Looks to Outsmart Apple, Google WSJ


SERVICES



MANUFACTURING



TECH

Mobiles – Samsung Unveils S6 to Answer iPhone 6 WSJ / FT / R / B *

Mobiles – Smartphones search to inspire after devices hit upgrade impasse FT * * * *

Mobiles – Industry tiptoes towards 5G R

Mobiles – The truly personal computer E * *

Mobiles – Never gonna put you down / e *

Mobiles – The Xiaomi shock E *

Mobiles – Chinese Internet Giants Get Into the Game WSJ

Mobiles – Smartphone Duopoly Pushes Competition to the Fringes statista *


TRADE & TRANSPORTATION

Ship – Ports Get Creative as Cargo Piles Up WSJ

Ship – Maersk warns of slowdown in global trade FT

Ship – Baltic Dry Index rebounds / t *


COMMODITIES



ENERGY & ENVIRONMENT

Oil – Set for biggest monthly rise in 6 years FT / WSJ / B *

Oil – Prices Slide After Solid February WSJ / B

Oil – Rig idling near 20-year high, say drillers FT / FT * * *

Oil – Big Swings Are the New Normal WSJ *

Oil – Storage Sinks as Price Bobs WSJ

Oil – As Cushing fills, traders eye Houston R *

Oil – Rig Cuts Will Be Slow To Curb Shale IBD *

Oil – Canadian crude proves perfect partner to US shale r *

Oil – British fuel imports spike as refineries close R *

Oil – UK industry fears a fatal North Sea blow FT * *

Oil – Forecasting China’s Buying Grows Harder WSJ *


LABOR & EDUCATION

China – Union boss warns of ‘foreign forces’ in labor movement FT


HEALTH



ENDNOTE

Meet the man who could own Aviva France ft * *


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