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Today’s Issue Cluster: China

China – Expects to lay off 1.8m workers in coal, steel sectors
Media – China Could Beat US Movie BO by 2017
Zika – Expected to infect 1 in 5 Puerto Ricans



MAJOR DATA POINTS

China – Feb: Official services sector PMI slipped; 52.7 from 53.5 / FT / WSJ

China – Feb: Official manufacturing PMI falls; 49.0 from 49.4 / R

China – Feb: Caixin Manufacturing conditions at 5-month low; 48.0 from 48.4 / m

Japan – Feb: Nikkei manufacturing PMI drops to 8-month low; 50.1 from 52.3 / m

EZ – Jan: Jobless rate drops to lowest since August 2011; 10.2% from 10.3% / AP

EZ – Feb: Markit Manufacturing PMI falls to 12-month low; 51.2 from 52.3 / m

Germany – Feb: Markit manufacturing plunged to a 15-month low; 50.5 from 52.3 / R

US – Feb: Final Markit Manufacturing PMI up slightly; 51.3 was 51.0; m

US – Feb: ISM Services Index Climbed; 49.5 from 48.2 / B

US – Jan: Construction spending jumps to eight-year high; +1.5% from +0.6% / R



MARKETS

China – Stocks stage a quiet recovery WSJ *

China – Foreign Exchange Reserves Dwindling Rapidly NYT *

China – Has problems, but it won’t run out of reserves FT *

China – Foreign Money Could Be Slow to Enter Bond Markets WSJ *



ECONOMICS

China – Services stall; no option but industrial sector FT *

China – Resurrected Minxin manufacturing gauge suggests weakness B * *

China – Rush of Corporate Bonds Inflames Worries About Debt WSJ *

China – Moves to Dispel Doubts on Economy WSJ / WSJ *

China – OECD downgraded everyone except Beijing / oecd *

China – State-owned Zombie economy FT * *

China – Overproduction Swamps Smaller Cities WSJ * *

China – Excess capacity harms economy and riles trading partners E *

China – Europe Urges China to Fight Industrial Overproduction WSJ / NYT *

China – SOE acquisitions in Europe raise concern FT *

China – A Clash of Cultures at Alabama Factory WSJ *



POLITICS & FISCAL POLICY

China – Urged to Stomach Much Higher Fiscal Deficit WSJ *

China – The Washington insiders who work to get deals approved R *



MONETARY POLICY

PBOC – Cuts Reserve Requirement Again WSJ / NYT / FT / R / B *



FINANCE

China – How Big Lending Push Comes Up Short WSJ *



REAL ESTATE

LABOR & EDUCATION

China – Expects to lay off 1.8m workers in coal, steel sectors R / FT

China – The one-child policy is gone, but its legacy bites deep N *



SERVICES

Media – China Could Beat US Movie BO by 2017 BW *



MANUFACTURING

TECH

TRADE & TRANSPORTATION

COMMODITIES

ENERGY & ENVIRONMENT

HEALTH

Zika – Expected to infect 1 in 5 Puerto Ricans WaPo

Zika – CDC: 14 more US reports of possible spread through sex AP



ENDNOTE

China could become a major power in club football FT *



Today’s Issue Cluster: Asean

World – The Most Popular Stock Picks Are Sinking
Robotics – Market Is About to Boom
NatGas – Mild winter and high output have sent stockpiles soaring



MAJOR DATA POINTS

X



MARKETS

World – The Most Popular Stock Picks Are Sinking B *

World – Trade of Decade or Value Trap? EM Debate Heats Up B * *

World – Managers seeking answers after currency flash crashes B *



ECONOMICS

World – Trade records biggest reversal since crisis FT *



POLITICS & FISCAL POLICY

Myanmar – A strange new world E *

Thailand – exports move into the slow lane FT *

Malaysia – Scandal-Hit Country Risks Lost Decade B *

Indonesia ‘Must resist its protectionist urges’ E *

Indonesia – The roots of corruption go deep and wide E *

Indonesia – Tries to Trim Birth Rate to Aid Economy WSJ *

Vietnam – Ruling Communists assert power over changing times FT * * *

Vietnam – Foreign firms and investors are cheerful once more E *

Philippines – Shoppers’ Spending Spree Gives Retail Sector New Shine WSJ *

Philippines – New rules spell the end of a damaging monopoly FT *

Philippines – Rising car ownership and appalling policies block the roads E *



MONETARY POLICY

FINANCE

World – Banks sunk by low rate climate FT * *



REAL ESTATE

LABOR & EDUCATION

SERVICES

MANUFACTURING

Robotics – Market Is About to Boom Fortune



TECH

TRADE & TRANSPORTATION

COMMODITIES

ENERGY & ENVIRONMENT

NatGas – Mild winter and high output have sent stockpiles soaring B *

NatGas – With US LNG, Europe Seeks Escape From Russia’s Grip WSJ *

NatGas – US LNG Exports Make Waves Abroad, Not at Home WSJ *



HEALTH

ENDNOTE

Proportional Map of the World’s Largest Languages mf *



Today’s Issue Cluster: Mobiles

SK – China’s New Economy Is Hitting Asia’s Exports
Metals – Lost and found; 4m tons of aluminum
Alt – Solar: Boom Is Starting to Look like a Bubble



MAJOR DATA POINTS

Japan – Jan: Core CPI keeps policymakers under pressure; flat from +0.1% / R

EZ – Jan: Inflation revised down, bolstering stimulus case; +0.3% was +0.4% / AP / B *

US – Q4: GDP revised higher on inventories; +1.0% was +0.7% / R / AP / B / WSJ / FT *

US – Jan: Core PCE price index increased; +1.7 from +1.5% / R

US – Jan: Consumer Spending Accelerated; +0.5% / WSJ



MARKETS

Stocks – European and Japanese equities lag behind rivals FT *

Stocks – Worries grow for US economy as small-caps languish FT *

Stocks – Investors Carry A Torch For Utilities IBD



ECONOMICS

SK – Won feels the force of China worries FT *

SK – Global funds retreat from shares FT *

SK – China’s New Economy Is Hitting Asia’s Exports B *

SK – Export woes pummel production N *



POLITICS & FISCAL POLICY

SK – Parliamentary polls a dry run for Park Geun-hye’s successors N *



MONETARY POLICY

FINANCE

REAL ESTATE

LABOR & EDUCATION

SK – Impasse delays labor market shake-up FT



SERVICES

MANUFACTURING

Garments – TPP could help Vietnam sew up clothing exports FT *

Garments – Maker Succumbs to Shift in China’s Policy WSJ *



TECH

Mobiles – Smartphone Makers Look Beyond the Device WSJ

Mobiles – Wireless Industry Tends to Its Plumbing WSJ / NYT / WSJ

Mobiles – Groups look to reclaim role at core of consumers’ lives FT * *

Mobiles – Tech Firms Push Toward a Future Without Passwords WSJ *

Mobiles – Huawei sets out third stage of European strategy FT *

Mobiles – Percentage of people who own smartphones / pew *

Mobiles – Smartwatches Push Past Swiss Watches statista *



TRADE & TRANSPORTATION

COMMODITIES

Metals – A Big Bet on Gold Is Getting Crowded WSJ *

Metals – Gold Miner Bets on Platinum’s Comeback WSJ *

Metals – Lost and found; 4m tons of aluminum r *

Metals – Suffering Miners Narrow Down WSJ *



ENERGY & ENVIRONMENT

Alt – Solar: Boom Is Starting to Look like a Bubble MITtr

Alt – Solar: Rooftop Providers Face a Cloudier Future NYT



HEALTH

ENDNOTE

Most popular burger chains in US thrillist *



Today’s Issue Cluster: Nuclear

India – Bonds turning Asia’s worst
Canada – Credit Cycle Has Never Been This Desynchronized From US
Rail – 2nd golden age drawing to a close; consolidation may follow



MAJOR DATA POINTS

US – Jan: Orders for capital goods rebounded; +4.9% from -4.6% / WSJ / B

US – Week: Jobless Claims Rise in Holiday Week; +10k to 272k / B / R / WSJ



MARKETS

UK – Pound poised for extended weakness on Brexit fears FT / WSJ / B *

UK – Cost of sterling insurance rises steeply FT *

UK – Brexit: Banks Plan Much, Do Little WSJ *

UK – Pound vs. Brexit / b *

UK – Brexit is the new Grexit / b *



ECONOMICS

India – Bonds turning Asia’s worst B *

India – Hopes of accelerating growth require bigger changes FT * *

India – Newest unicorn targets price-conscious FT *

India – IKEA’s Bet Runs Into Thicket of Rules WSJ *



POLITICS & FISCAL POLICY

Canada – Trudeau Drops Campaign Promises on Deficits B / B / FT *

Canada – Credit Cycle Has Never Been This Desynchronized From US B *

Canada – ‘Relying on a frothy real estate market’ B *



MONETARY POLICY

FINANCE

Payments – How Mobile Reshapes Lifestyles WSJ *

Payments – Tech, Fed, Security Lift Sector IBD



REAL ESTATE

LABOR & EDUCATION

SERVICES

MANUFACTURING

TECH

Telecoms – Two European Carriers to Adopt Ad-Blocking WSJ / FT

Telecoms – Battle Heats Up Over Mobile Ad Blocking WSJ



TRADE & TRANSPORTATION

Rail – Number of crude oil trains declined last year AP

Rail – Train groups derailed by commodities slump FT / WSJ

Rail – 2nd golden age drawing to a close; consolidation may follow E *



COMMODITIES

ENERGY & ENVIRONMENT

Nuclear – China Inc.’s Push WSJ * *

Nuclear – Beijing’s power play FT *

Nuclear – China Advances Global Ambitions With Argentina Deal WSJ

Nuclear – Japan governor supports more nuclear restarts AFP

Nuclear – Japan, France and China in three-way dance N *

Nuclear – France’s industry on back foot over new energy law FT *

Nuclear – India prime target N

Nuclear – Median age of US reactors is 28.8 years / vc *

Nuclear – Mixed Fortunes NYT



HEALTH

ENDNOTE

Former European Capitals am *



Today’s Issue Cluster: Oil

Silicon Valley – ‘The Apple-FBI Fight Isn’t About Privacy vs. Security’
Pipeline – As US shale sinks, woes sent downstream
El Niño – Sugar Surges Most in 22 Years



MAJOR DATA POINTS

US – Jan: New Home Sales Fall Sharply; -9.2% / R

US – Feb: Markit Flash PMI lowest since Oct’13; 50.1 from 53.2 / markit



MARKETS

EMs – Bonds hit as foreign investors dump debt FT *



ECONOMICS

Asia – Slowing Trade Flows Jolt Exporting Nations WSJ *



POLITICS & FISCAL POLICY

MONETARY POLICY

World – In looking-glass world, almost nothing is taboo WSJ *



FINANCE

REAL ESTATE

EMs – Falling house prices add to woes FT *



LABOR & EDUCATION

SERVICES

MANUFACTURING

TECH

Silicon Valley – ‘The Apple-FBI Fight Isn’t About Privacy vs. Security’ wired

Silicon Valley – The Hangover Begins WSJ *

Silicon Valley – European Tech Scene Begins to Feel Woes NYT



TRADE & TRANSPORTATION

Pipeline – As US shale sinks, woes sent downstream R

Pipeline – Long road ahead for Central Asian gas project N *



COMMODITIES

Sugar – Market braced for EU exports FT *

El Niño – Sugar Surges Most in 22 Years B *

El Niño – South African corn withers amid worst drought on record FT *



ENERGY & ENVIRONMENT

Oil – Saudi: Production Won’t Be Cut WSJ / FT / R / NYT / AP

Oil – IEA sees US production at record high by 2021 R / B / AP / FT / WSJ *

Oil – Rise in US shale output set to fill cutback by Opec FT / FT *

Oil – Trickle of US Exports Already Shifting Global Power B *

Oil – Saudi Arabia tries to make nice with shale oil CNN

Oil – Stressed-Out Industry Faces Existential Crisis B / B *

Oil – Investors in products that track crude even worse off WSJ *

Oil – Year’s Biggest IPO Is a Blank Check for the Patch WSJ *

Oil – Iran Backs Freeze Without Pledging Supply Curbs B *

Oil – Iraq Follows Iran by Avoiding Commitment to Freeze WSJ *

Oil – Needs $30b in foreign investment WSJ / N *

Oil – One Place Where OPEC Can’t Broker a Deal: TX B *

Oil – Industry bet big on Jeb and lost / R *

Oil – Saudi, Russia have nothing on US / B *

Oil – Price-Moving China Trades Fan Concerns WSJ *

Oil – Superior electric cars could wreck markets within a decade B



HEALTH

ENDNOTE

Outdoor Segments of NY Subway Have Best Reception bm *



Today’s Issue Cluster: Planes

BOJ – Kuroda’s ‘Bazooka’ May Be Out of Ammunition
Crops – Tightening credit heralds more pain in US farming downturn
Oil – Supply growth plunging, with US taking biggest hit for now



MAJOR DATA POINTS

Germany – Feb: Ifo Business Sentiment Falls; 105.7 from 107.3 / B / R

US – Feb: ConfBd Consumer Confidence Falls; 92.2 from 97.8 / WSJ

US – Jan: Existing-Home Sales Rise; +0.4%, +11.0% yr / WSJ

US – Dec: Case Shiller housing index rose; +5.7% from +5.7% / R / B / WSJ



MARKETS

Japan – Yen Just Keeps Getting Stronger WSJ *

Japan – Funds seek exemption from negative interest rates FT *



ECONOMICS

Japan – Sliding Profits Pressured as Yen Rocks Abenomics WSJ *



POLITICS & FISCAL POLICY

Japan – Market Meltdown Threatens Economic-Revival Plan WSJ / FT



MONETARY POLICY

BOJ – Baffled by Negative Reaction to Negative-Rate Policy WSJ

BOJ – Kuroda’s ‘Bazooka’ May Be Out of Ammunition WSJ



FINANCE

Japan – Banks Brace for Negative Rates WSJ *



REAL ESTATE

Japan – Golf courses being converted into solar farms FT



LABOR & EDUCATION

Japan – Higher Profits, Not Wages WSJ *



SERVICES

MANUFACTURING

Planes – Market: Boeing grapples with production challenges FT *

Planes – Market: Airbus and Boeing have less to fear from aviation cycle E *

Planes – A380: IAG says looking to lease second hand R / WSJ

Planes – 747: Boeing to Cut Production WSJ / R / FT / B

Planes – 737: Boeing Beats Out Bombardier, Embraer for United Orders WSJ / WSJ

Planes – Bombardier: To slash 7k jobs R / NYT / WSJ / FT

Planes – Bombardier: Win for C Series Too Late to Save 7k Jobs B / FT *

Planes – Bombardier: Canada likely to aid struggling company R

Planes – Bombardier: Struggling to Build Bigger Planes B *

Planes – Gulfstream: You’ll Have to Wait Years B



TECH

TRADE & TRANSPORTATION

Ship – CMA CGM May Abandon Alliances With Two Rival Lines WSJ

Ship – Commodity Slump Puts Dry-Bulk on Hold WSJ *

Ship – Hong Kong’s Port Is Caught in a Storm WSJ *

Ship – Philippines port congestion set to worsen FT *

Ship – LA area Port Traffic Increases / cr *



COMMODITIES

Crops – Tightening credit heralds more pain in US farming downturn R *

Crops – UK farmers rack up record debts FT

Crops – Time running out for EU wheat exports after lost Egyptian sales R *



ENERGY & ENVIRONMENT

Oil – Supply growth plunging, with US taking biggest hit for now IEA



HEALTH

ENDNOTE

How many official languages every country has am *



Today’s Issue Cluster: Metals

EU – Pound Sinks on `Brexit’ Tussle
ECB – Hawks vs doves cheatsheet
Russia – One Shock Set to Catch Up With Putin



MAJOR DATA POINTS

EZ – Feb: PMI falls to lowest level in a year; 52.7 from 53.6 / FT



MARKETS

EU – ‘Recovery play’ fails to impress FT *



ECONOMICS

Russia – Trade hit by sanctions and commodity crisis FT * *

Russia – Siberian pasta whets appetite for reform FT *

Eastern Europe – Defies the gloom FT *



POLITICS & FISCAL POLICY

EU – Brexit vote on June 23 WSJ / FT *

EU – Pound pummelled on Brexit fears FT / WSJ *

EU – Pound Sinks on `Brexit’ Tussle B *

EU – First Britain, Then Denmark? WSJ

EU – Will the Rest of Europe Want Its Own ‘Brexit’? B / WSJ *

EU – Swiss referendum spooks international businesses FT



MONETARY POLICY

ECB – On course to take more aggressive action on monetary easing FT

ECB – Negative-Rates Fallout Makes Task Harder WSJ *

ECB – Hawks vs doves cheatsheet / b *



FINANCE

EU – Draghi Faces New Dilemma With Pummeling of Bank Stocks WSJ

EU – Girding yet again for another round of restructuring B *



REAL ESTATE

LABOR & EDUCATION

Russia – One Shock Set to Catch Up With Putin B *



SERVICES

MANUFACTURING

TECH

TRADE & TRANSPORTATION

COMMODITIES

Metals – Casting the Future of Lighter Vehicles WSJ *

Metals – High-strength steel in autos’ weight-loss regimen B * * *

Metals – Rio Tinto is just the latest miner to cut dividend FT *

Metals – Goldman: Miners Have It Worse Than Oil Producers B *

Metals – Mining Industry Makes Oil Giants Look Great B *

Metals – From LatAm conflict to co-operation E *

Metals – Dark clouds gather for South Africa’s miners FT * *

Metals – Luxembourg launches plan to mine asteroids FT / WSJ *

Metals – Nickel price crushed by weight of ghost stocks r *

Metals – Steelmakers face another year of pain R *



ENERGY & ENVIRONMENT

HEALTH

ENDNOTE

Decimal mark usage by country wiki *



Today’s Issue Cluster: Pharma

Retail – Wal-Mart Outshined by Amazon Despite Billions
Robots – Are Coming, But Not For Your Job
World – Historical trade growth constant using new database



MAJOR DATA POINTS

US – Jan: Overall consumer Prices Flat; 0.0% from -0.1% / WSJ

US – Jan: Firming core inflation keeps rate hike on table; +0.3% from +0.2% / R / B



MARKETS

ECONOMICS

World – OECD calls for urgent action to combat flagging growth FT *



POLITICS & FISCAL POLICY

MONETARY POLICY

World – Sub-zero rates have spawned winners and losers FT * * * *

World – JPY pain, charted and extrapolated ft *



FINANCE

REAL ESTATE

LABOR & EDUCATION

SERVICES

Retail – Wal-Mart suffers worst sales performance in 35 years FT / WSJ *

Retail – Wal-Mart Outshined by Amazon Despite Billions B *



MANUFACTURING

Robots – Threaten to unleash mass unemployment, scientists warn FT

Robots – Are Coming, But Not For Your Job B * *



TECH

Media – Fortunes Wane as Cable Operators Prosper WSJ *

Media – Comcast Results Show Cable’s Comeback WSJ *

Media – Viacom leads rout of US stocks as investors adjust focus FT * *

Media – TV Advertising’s Death Is Greatly Exaggerated WSJ *



TRADE & TRANSPORTATION

TPP – Michigan Democrat Opposes Trans-Pacific Pact NYT *

TPP – ‘Ambitious scope could be its downfall’ n *

World – Rising tide of protectionism imperils global trade FT *

World – Historical trade growth constant using new database cepr *



COMMODITIES

Coffee – May undo liver damage from booze R

Coffee – How Dollar’s Strength Distorts Market WSJ *



ENERGY & ENVIRONMENT

Air – China electric car surge fuels fear of worsening smog R

Air – Pollution ‘plagued Beijing for nearly half of 2015’ AFP / FT

Air – A mosaic of Beijing’s sky in 2015: Blue relatively rare PD *

Air – A bold experiment has improved Delhi’s pollution E *

Air – Mixed results for Delhi anti-pollution push FT *



HEALTH

Pharma – Fundraisings highlight the rise in Chinese R&D FT *

Pharma – New Drug Ads Tout Serious Conditions WSJ *

Pharma – Shortages Forcing Hard Decisions on Rationing Treatments NYT

Pharma – Seven $1b+ drugs seen reaching market in 2016 R

Pharma – Sprawling business models come under the microscope FT * *

Pharma – J&J is too tough a target for activists. How about Novartis? FT *

Pharma – Lobbies against efforts to rein in prescription costs WSJ *



ENDNOTE

Countries that prefer instant coffee over fresh-brewed motw *



Today’s Issue Cluster: Telecoms

Mexico – Remittances Top Oil Income
Pot – Reeferegulatory challenge
Zika – UN: Stopping virus may require GM insects



MAJOR DATA POINTS

Australia – Jan: Unemployment Spikes; 6.0% from 5.8% / B

Japan – Exports Drop Most Since 2009; -12.9% from -8.0% / B / FT

EZ – Dec: Current Account Surplus Declines; +€25b from +€27b / WSJ

US – Jan: Leading Indicators Fell for a Second Month; -0.2% from -0.3% / B

US – Week: Jobless claims fall; -7k to 262k / R / WSJ / AP



MARKETS

ECONOMICS

Venezuela – On collision course for default crisis FT / B / AP / FT *

Venezuela – Faces Test on Debt WSJ *

Argentina – Reaches Deal to Settle Bond Default Lawsuit WSJ / FT

Brazil – How low can Real go? FT * *

Mexico – Remittances Top Oil Income AP



POLITICS & FISCAL POLICY

MONETARY POLICY

Banxico – Mexico delivers unexpected rate rise with eye on inflation FT / AP *



FINANCE

REAL ESTATE

LABOR & EDUCATION

SERVICES

Pot – Cannabis shifts from outlaw weed to mainstream commodity FT

Pot – As Sales Grow, Start-Ups Step In for Wary Banks NYT

Pot – Power Demands Tax US Electricity Grids B *

Pot – Reeferegulatory challenge E / e * * * *

Pot – The disjointed states of America e *



MANUFACTURING

TECH

Telecoms – European towers find their range FT * *

Telecoms – Race Is On to Deliver Internet From Space WSJ

Telecoms – The Future of Public Wi-Fi FT *

Telecoms – T-Mobile US adds 1m lucrative customers FT *

Telecoms – More smartphone users to switch from talking to tapping FT *



TRADE & TRANSPORTATION

COMMODITIES

Farms – US hit by dollar’s strength FT *

Farms – Banks Feel the Pain of Dairy Downturn WSJ *

Farms – UK prices head back to earth FT *



ENERGY & ENVIRONMENT

NatGas – Shale Gas Exports Near at Cheniere B *

NatGas – US exports start as overseas demand for LNG is slowing WSJ *

NatGas – Total Starts North Sea Project Despite Low Prices WSJ *

NatGas – Global market braced for price war FT * *

NatGas – As Ukraine Looks Elsewhere, Gazprom Sees No Let Up in Sales B / WSJ * * *



HEALTH

Zika – Threatens Brazil’s Olympic boost FT *

Zika – 20 US states / DM *

Zika – Birth Defects in Brazil May Be Over-Reported Amid Virus Fears NYT / R

Zika – New Study Links Virus to Microcephaly WSJ

Zika – Fighting the ‘Cockroach of Mosquitoes’ WSJ *

Zika – WHO Says Vaccines at Least 18 Months Away From Broad Trials WSJ / FT / NYT

Zika – UN: Stopping virus may require GM insects AP



ENDNOTE

World’s Stock Exchanges by Size vc *



Today’s Issue Cluster: China

China – Cuts property group risks with domestic bonds
Media – Film groups team up to conquer China market
Chips – Concern Grows in US Over China’s Drive



MAJOR DATA POINTS

US – Jan: Housing Starts Fell; -3.8%, +1.8% yr / WSJ / R / AP

US – Jan: Industrial output rises; +0.9; from -0.7% / R

US – Jan: Producer Prices Rose; +0.1%, -0.2% yr / WSJ



MARKETS

China – How Big Mama Hurt Yuan Speculators B *

China – Favors Flexibility in Managing Yuan WSJ *

China – Currency turmoil casts doubt on forex pegs FT *

China – Starts to Lose Confidence in Their Currency NYT

China – Forex Reserves Plunge to Three-Year Low WSJ / WSJ / B *

China – Seeing the largest episode of capital flight in history WSJ *

China – Sharpens Efforts to Halt Money Outflow WSJ *



ECONOMICS

China – ConfBd: New GDP Gauge Suggest ‘Hard Landing’ B *

China – Goldman: Lacks global impact many fear FT * * *

China – Obsession with GDP targets threatens its economy E *

China – Closer ties fail to boost Russia trade N *

China – Debt levels cast cloud over march of Companies FT *

China – Factories Hunt for Growing Markets WSJ *

China – ChemChina rides new wave of outbound deals FT * *

China – M&A: A world of debt FT *

China – Companies Are Shopping Abroad at Record Pace WSJ *

China – EU Warns of Slowdown Impact WSJ *



POLITICS & FISCAL POLICY

MONETARY POLICY

PBOC – Prioritizes Strong Yuan When Managing Liquidity WSJ *

PBOC – In a quandary over capital controls FT *

PBOC – Made Aggressive Lunar New Year Cash Injection WSJ *



FINANCE

China – Bank lending hits record in January FT / WSJ / B *

China – Floods banks with record amount of cash FT / WSJ *

China – Prioritizes growth over deleveraging FT *

China – Credit Boom Might Not Pack a Punch WSJ *

China – Efforts to move away from banks being stymied FT *

China – Struggling companies turn to P2P exchanges FT / FT *

China – Profits soar but risks lurk at small banks FT *

China – Investors rush online to ditch stakes in rural lenders FT



REAL ESTATE

China – Shenzhen housing prices up 50% from a year ago WSJ *

China – Cuts property group risks with domestic bonds FT *

HK – Breaks record for ‘severely unaffordable’ housing FT / AFP *



LABOR & EDUCATION

China – Quality of workers to rise, even if number falls FT * *



SERVICES

Media – Film groups team up to conquer China market FT *

Media – China’s Move to Ride on Korean Wave Leaves Seoul Divided WSJ *



MANUFACTURING

TECH

Chips – China wants to become a superpower E *

Chips – Concern Grows in US Over China’s Drive NYT

Chips – Equipment Makers Eye An Era Of Waning Apple iPhone Demand IBD



TRADE & TRANSPORTATION

COMMODITIES

ENERGY & ENVIRONMENT

HEALTH

ENDNOTE

137 occasions given over to UN days e *