20 May 2014



Today’s Issue Cluster: Food & Beverage

Security – Never Forgetting a Face
Mining – China ups the ante with unsolicited bids for Australian resources
MERS – Foreign doctors, nurses in Saudi Arabia could take virus global


MAJOR DATA POINTS



MARKETS

Stocks – Modi’s win a red flag to India market bulls FT *


ECONOMICS

Africa – Foreign investment set to reach record FT / WSJ * *

Africa – China Takes Wary Steps Into New Deals WSJ *

Africa – China Inc. Moves Factory Floor WSJ *

Africa – Rising inequality weighs on new consumers FT * *


POLITICS & FISCAL POLICY

Vietnam – Anti-China protests expose weaknesses FT / WSJ *


MONETARY POLICY



FINANCE

US – Credit Suisse to plead guilty in tax case FT / WSJ / NYT

EU – Commission charges HSBC, JPMorgan, Credit Agricole with rigging FT / R


REAL ESTATE

UK – London house prices climb 17% FT / m *

UK – Housing market has deep problems, says BoE’s Carney R / WSJ / B


SERVICES

F&B – Pepsi Challenges Coke in More Tappable Soda Fountain NYT / NYT *

F&B – Lithuania Bans Energy Drinks Sales to Minors WSJ

F&B – The US coconut-water craze q *

F&B – Consolidation brewing in the coffee market FT

F&B – Powdered alcohols don’t have approvals AP *

F&B – Campari toasts US cocktail’s renaissance FT

F&B – China ‘erotic sector’ crackdown threatens global cognac industry FT / q * *

F&B – Glass half empty for Germany’s proud beer industry R

F&B – Regional macrobrews fd *


MANUFACTURING

Space – Satellite pinpoints US’s Russian dependence FT * *


TECH

Security – US cyber charges risk retaliation from Beijing FT / B / WSJ / R / AP / NYT / FT / WSJ / NYT / B / R

Security – Never Forgetting a Face NYT *


TRADE & TRANSPORTATION



COMMODITIES

Iron – Hits 20-month low on China concerns FT / FT *

Iron – India court orders temporary closure of some Odisha mines R / WSJ *

Gold – Risk Appetite Leaves Gold in the Cold WSJ *

Gold – Deals Remain Likely Despite Barrick-Newmont Merger’s Collapse WSJ *

Mining – China ups the ante with unsolicited bids for Australian resources R / SMH *


ENERGY & ENVIRONMENT

Earthquakes – Multiple Tremblors are Biggest Threat to Bay Area WSJ *

Earthquakes – Deadliest by year, 1990-2012 r *


LABOR & EDUCATION

Switzerland – Opts to maintain no minimum wage by wide margin NYT / R / FT / WSJ / AP / B / afp *


HEALTH

MERS – First US Person-to-Person Transmission WSJ / AP

MERS – Foreign doctors, nurses in Saudi Arabia could take virus global R

MERS – Scientists worry about milder cases R

MERS – World Health Organization: Not an emergency AP / WSJ / AP


ENDNOTES

Books about Africa have the same tree q / q * * *


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