22 September 2014



Today’s Issue Cluster: India

Online – Five million iPhones are about to be smuggled into China
Silicon Valley – China Clamps Down on Web, Pinching Companies Like Google
Cotton – India will oust China as top producer this year


MAJOR DATA POINTS

EZ – Sep: Consumer Confidence Falls for Fourth Month; -11.4 from -10.0 / WSJ / b *

US – Aug: Existing-Home Sales Fall; -1.8%, -5.3% yr / WSJ / R / *


MARKETS

Currencies – Bond Losses Wiped Out for Treasuries With Dollar Beating All B

Currencies – Pressure on Sterling May Continue Despite Scottish ‘No’ Vote WSJ / B *


ECONOMICS

India – Economy expands at fastest rate in two years FT * *

India – Modi tackles ‘Licence Raj’ with a thousand cuts FT

India – Baulks at state sell-off FT * *

India – New Poverty Formula Proves Test WSJ *

India – New Delhi Courts ‘Neo Middle Class’ With Incentives WSJ *

India – Economy Looks Much Like China’s in 2001 WSJ *


POLITICS & FISCAL POLICY

India – Concern grows as power crisis looms FT * * *

India – Coal shortage eases slightly R * *

India – ‘Power deficit isn’t as dire as thought’ q *


MONETARY POLICY

RBI – Ignoring Doubters, Indian Central Bank Chief Tackles Inflation WSJ / wsj / wsj / wsj *


FINANCE

India – Modi seeks bank accounts for 75m poor households FT / WSJ


REAL ESTATE

India – Luring Investors Again WSJ / WSJ


SERVICES

Online – Five million iPhones are about to be smuggled into China q / WSJ

Online – Chinese shoppers fuel US retail sales CD *


MANUFACTURING



TECH

Silicon Valley – China Clamps Down on Web, Pinching Companies Like Google NYT

Silicon Valley – The big stick behind Google’s soft power approach to Europe FT


TRADE & TRANSPORTATION



COMMODITIES

Cotton – Hits snag as China restricts imports FT / X

Cotton – India will oust China as top producer this year R / r *


ENERGY & ENVIRONMENT

Carbon – China’s emissions outstrip EU plus US FT / AP / NYT

Carbon – China debates how to impose caps FT *

Carbon – China plans to reduce coal reliance to 65% from 66% q * * *

Carbon – Australian Electricity Emissions rising again / t *

Carbon – Economist’s guide to various actions E * *


LABOR & EDUCATION



HEALTH



ENDNOTE

Flags that can be made accurately with LEGO reddit *


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