Today’s Issue Cluster: China Economy & Finance
Credit Cards – After Target hack, Verifone smart card readers could shine
Batteries – Disposables’ days are numbered
H7N9 – Rise in Bird Flu Cases in China Stokes Worry Before Peak Travel Time
China – Q4: Economic growth eases; +7.7% from +7.8% / R / AP / B / FT / WSJ / NYT / CD * *
China – Dec: Home prices rise; +0.4%, +9.9% yr / R / WSJ / FT / B / CD
China – Dec: Industrial output pace slows; +9.7% from +10.0% / X *
China – Dec: Retail sales up; +13.6% from +13.7% / CD *
China – Dec: Urban fixed-asset investment growth cools; +19.6% from +19.9% / X *
Australia – Dec: TD Securities inflation rate may keep rates on hold; 0.7% from 0.2% / ABC / SMH
NZ – Q3: Outpaces Crawling World Economy; +3.5% / WSJ *
NZ – Q4: Inflation Accelerates, Boosting Case for Rate Rises; +0.1%, +1.6% yr / B
Canada – Nov: Manufacturing sales up; +1% / CP / R
EZ – Q3: House Prices Post Strong Gain; +0.6%, -1.3% yr / WSJ
Germany – Jan: ZEW Investor Confidence Unexpectedly Falls; 61.7 from 62.0 / B / WSJ / AP
Italy – Nov: Industrial Orders Jump on Surge in Domestic Demand; +2.3%, +3.0% yr / WSJ
Frontiers – Begin to lose their allure FT
EMs – Investors shrug off gloom FT *
China – Economic growth continues to cool FT * * *
China – Growth pattern poised to mirror Asian neighbours FT * *
China – Growth adds “more than a Turkey” in 2013 / ft * *
China – Nominal GDP growth now less than half its pre-financial crisis level / b *
China – Electricity output and other real activity indicators tick up / b *
China – A Shift From Exports to Consumption NYT
China – Consumers don’t seem to be going along for the ride WSJ *
China – Growth Figures Show Rapidly Narrowing Gap With US Economy nyt *
China – 2013 economic cooldown marks shift to less heady growth R
China – Provinces Set Lower Growth Goals for 2014 B
China – Workforce Slide Robs Xi of Growth Engine B
China – Investors Shift Back on Optimism About Structural Changes WSJ * *
China – Debt bubble continues to expand b *
China – The Rise of an Innovation Machine WSJ *
China – Money Market Rates Soar WSJ *
China – Central Bank Providing Short-Term Cash to Lenders WSJ / R / B
China – Banks Get Greater Freedom on Small Loans WSJ / WSJ
China – Heat Rises on a Shadow Lender WSJ / B
China – Banks face sub-10% profit growth FT
China – Could these be the most undervalued banks in Asia? FT
China – Credit to GDP ratio ends 2013 close to 200% b *
China – A Credit Bubble About to Pop? a *
Iran – Easing of sanctions raises hopes for economy FT / WSJ / NYT
Fed – Next Cut in Bond Buys Looms WSJ *
Fed – ‘Needs to do more’ to stimulate economy FT *
Credit Cards – 2 nabbed at Texas border in fraud case AP
Credit Cards – Target Tried Anti-Theft Cards WSJ *
Credit Cards – After Target hack, Verifone smart card readers could shine R
Credit Cards – Cybercrime firm says uncovers six active attacks on US merchants R / FT
Credit Cards – Executives Offer to Quit Over Leaks in South Korea WSJ / NYT / B / R
Batteries – Disposables’ days are numbered E *
Internet – Investors appear to have taken leave of their senses FT * * * *
Internet – Special tax rules for companies ‘not viable’ FT *
Platinum – South Africa’s AMCU union to strike at world’s top producers R / B / AP / FT / ft * *
Oil – US demand growth outstrips China in 2013, says IEA FT
Oil – China’s Iraq Imports Surge as Beijing Diversifies Crude Sources WSJ
Oil – Iran Exports, US Shale Put Picture In Flux IBD
World – Youth-to-adult jobless ratio hits peak FT *
H7N9 – Rise in Bird Flu Cases in China Stokes Worry Before Peak Travel Time NYT / B
H5N8 – South Korea confirms bird flu, expands culling R / B
Fatal lightning strikes in US have gone down to almost zero; thank urbanization a *
