21 April 2014



Today’s Issue Cluster: China Economy & Environment



MAJOR DATA POINTS

Japan – Mar: Posts largest-ever trade deficit FT / WSJ / AP / B / R / * b *

US – Mar: Conf Bd leading indicators up for 3rd straight month; +0.8% from +0.5% / AP / R


MARKETS



ECONOMICS

China – Market reform is crucial to avoiding the middle-income trap WSJ

China – ‘Will not see hard landing’ CD / CD

China – Factories face new challenge as growth slows AP

China – Investors Rush Into Health Care WSJ *

China – Surging Loans Could Pose a Risk to HK’s Economy wsj / B * *

China – ‘Investment to shape Asean’s destiny’ ft *

China – Workforce smaller, more savvy, more restive R *

China – By 2030 cities will be home to about 1b people E *

China – A billion shoppers E *

China – The rural-urban divide: Ending apartheid E * *

China – ‘Seizing land no way to finance local government’ E *

China – New middle classes may soon become more demanding E *

China – Middle class is changing the global tourism industry E *


POLITICS & FISCAL POLICY

Ukraine – Russian debt and equity sales stall FT

Ukraine – Banks retreat from Moscow deals FT

Ukraine – Companies Map Contingency Plans as Crisis Escalates WSJ


MONETARY POLICY

World – ‘The Eroding Power of Central Banks’ S * *


FINANCE



REAL ESTATE

China – Home Prices Ease on Tighter Credit B / WSJ / CD / CD

China – Land sale revenue rise ‘unsustainable’ CD *

China – Seen Cracking on Property Controls B

China – Towers where no lights burn at heart of puzzle FT *


SERVICES

Toys – The growth of tablets and smartphones has hit toymakers FT


MANUFACTURING

Autos – China: Domestic Car Makers Struggle to Lure Buyers WSJ *

Autos – China: Global carmakers seek inroads FT / AP

Autos – China: Toyota Revs Up Ambitious Plans WSJ / WSJ

Autos – China: Nissan Says Political Tensions No Longer Hurting Sales WSJ

Autos – China: GM to battle VW with $12b investment R / AP / B / CD

Autos – China: Fiat, Chrysler to Build Jeeps WSJ

Autos – China: Set to replace US as Volvo’s biggest market this year R

Autos – China: Premium car brands eye China’s secondhand market R

Autos – China: Daimler/BYD Unveils Plans for All-Electric Car WSJ / R

Autos – China: Tesla to Start Model S Sales B / FT

Autos – China: Geely Shouldn’t Drive Solo WSJ *


TECH

IPOs – Alibaba’s worth is flotation teaser FT *

IPOs – Drop in Tech Stocks Hits Startup Funding WSJ *

IPOs – Tech Fall Isn’t Seen as Sign of Trouble WSJ * *


TRADE & TRANSPORTATION

Pipeline – Administration Delays Keystone Decision WSJ / FT / NYT / AP / B / R / G&M

Pipeline – Liberal donor’s $100m ‘depends on Keystone’ B / R


COMMODITIES



ENERGY & ENVIRONMENT

China – Pollution in cities is becoming a political issue E * *

China – Details Vast Soil Pollution WSJ / FT / AP / R / NYT / B / CD * *

China – Six years of Beijing air pollution q * *

China – Clean-up may cost additional 1.3% GDP / b *

China – Bid to move polluting firms watched warily in nearby regions R


LABOR & EDUCATION

Germany – Online retailers under fire over working conditions R / WSJ / FT


HEALTH

MERS – Spreads From Middle East to Southeast Asia WSJ / WSJ

Flu – Wikipedia is better than Google at tracking trends LS / q * *


ENDNOTES

Canadian Pizza Chain Threatens to Unleash ‘Pizza Cake’ eater *


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