25 March 2015



Today’s Issue Cluster: Asean

Streaming – Netflix, Amazon and Hulu No Longer Upstarts
Air – Hub airport competition heats up
NatGas – A glut may be next to flood the world’s energy markets


MAJOR DATA POINTS

Germany – Mar: Ifo business confidence hits eight-month high; 107.9 from 106.8 / R / B / WSJ / AFP * *

US – Feb: Durable-Goods Orders Fall; -1.4% from -0.1% / R / AP / B / WSJ *


MARKETS

Currencies – Europe’s Fashion Retailers Under Pressure From Strengthening Dollar WSJ / FT *

Currencies – Dollar’s Rise Stings Africa WSJ *

Currencies – Yuan Facing International Trade Headwinds WSJ *


ECONOMICS

Asean – Concerns persist over economic bloc FT * *

Asean – Consumers deliver opportunities for logistics groups FT * * *

Asean – Softening of Chinese economy impacting exporters / N *

Asean – Foreign direct investment inflows / r *

Bangladesh – Fears a Rise in Militancy WSJ / WSJ / FT

Myanmar – Suu Kyi’s search for ‘one brave soldier’ FT * * *

Myanmar – Suu Kyi’s party drops first hints on economic policy N *

Myanmar – An unfinished peace e * * * *

Myanmar – Needs more infrastructure N * *

Myanmar – More process than peace E *

Thailand – Falling Sales Threaten Asean Car-Making Supremacy WSJ *

Thailand – Volatile politics E * * *

Thailand – Rising household debt puts junta in a bind N *

Indonesia – Weak Rupiah Helps Manufacturing Goals WSJ

Vietnam – Opens door to hard money and soft power FT *

Philippines – Hotel boom in Manila offers hope to tourism R *

Philippines – Foreign investors bullish N *

Philippines – Call center sector worries as workers find other callings N * *


POLITICS & FISCAL POLICY

Asean – Mekong authoritarianism a growing test for western partners FT

Asean – ‘Strongman’ leaders push reform N *


MONETARY POLICY

Asean – Interest rate cuts fuel currency slide N *


FINANCE

Asia – Steps Up Efforts to Reach the ‘Unbanked’ WSJ *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Streaming – Netflix, Amazon and Hulu No Longer Upstarts NYT

Streaming – TV Services Seek to Sidestep Web Congestion WSJ *

Streaming – CD sales overtaken in US FT / NYT * *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Air – Crash is heavy blow for long-suffering Lufthansa FT *

Air – Labor Strife an Unwelcome Novelty for Emirates Airline WSJ *

Air – Hub airport competition heats up N *


COMMODITIES

Crops – Gene-Altered Apples and Potatoes Are Safe, FDA Says NYT *

Crops – China Seeks to Develop Global Seed Power WSJ *


ENERGY & ENVIRONMENT

NatGas – US gas pipeline progresses, to some landowner dismay AP

NatGas – A glut may be next to flood the world’s energy markets DT


HEALTH



ENDNOTE

US presidential candidate announcements: A history of hat throwing e *


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