20 October 2014



Today’s Issue Cluster: China



MAJOR DATA POINTS



MARKETS



ECONOMICS

China – Growth Seen Slowing Sharply Over Decade WSJ *

China – Summers says the world is too optimistic q *

China – The economy has everyone worried—except the Chinese q *

China – Low Inflation Hampers Debt Escape WSJ *

China – Shrinking Growth Target Gives Room to Tackle Debt B

China – Halts Bond Sales From State Companies WSJ *

China – Is the renminbi set to slump? ft * *

China – To Impose Quota on Local Government Debt FT / WSJ / B

China – Asian corporations increase their US dollar shorts ft *

China – Once a Symbol of Power, Farming Now an Economic Drag NYT


POLITICS & FISCAL POLICY

HK – Unrest puts focus on fading growth FT *

HK – Forecasts for 2014 GDP growth edge down / b *


MONETARY POLICY

PBOC – First Rate Cut Since 2012 Signaled in Swaps B


FINANCE

China – To Inject More Funds Into Banks WSJ / B *

China – Banks Boost Lending WSJ / b *

China – Credit Growth Climbs as Targeted Easing Kicks In B / b *

China – Debt risks zombifying the financial system E *


REAL ESTATE

China – Challenged by Deepening Property Slump WSJ *

China – Banks Relax Mortgage Rules WSJ

China – Buy one, get free chickens; developers resort to gimmicks FT

China – Ping An Offers to Finance Down Payments WSJ *

China – Agile Property Scraps Share Sale WSJ / WSJ / FT / WSJ / WSJ * *

China – Developers park bulldozers in slack market FT *

China – Real Estate Buyers Turn to Tokyo WSJ *


SERVICES



MANUFACTURING



TECH

Telecoms – New iPad Lets Users Swap Data Plans WSJ / FT / WSJ

Telecoms – European Providers Gear Up for Connected Wireless Fight WSJ *

Telecoms – EU and China end row as EU drops threats against Huawei R / WSJ


TRADE & TRANSPORTATION



COMMODITIES

Copper – China imports set to plunge FT / WSJ

Copper – Chinese Stimulus Fuels Hope for Prices WSJ

Rare Earths – China’s exchange feeding price spikes N *


ENERGY & ENVIRONMENT



LABOR & EDUCATION

Demog – China: To Broaden Two-Child Policy in 2 Years B


HEALTH

China – Digital doctors: Beijing sees tech cure for healthcare woes R / r *


ENDNOTE

Rabbit vs Duck, Charted t *


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