Today’s Issue Cluster: Mobiles
SK – Q2: GDP growth quickens pace; +0.7% from +0.5% Q/Q / FT
US – May: Case-Shiller Home Prices Maintained Strong Pace; +5.2% from +5.4% / WSJ / R
US – Jun: New home sales at eight year high; +3.5% / R / WSJ
US – Jul: ConfBd Consumer Confidence Virtually Unchanged; 97.3 from 97.4 / WSJ
EMs – Stocks Become a Smart Bet in a Post-Brexit World B * *
Africa – BRICs turning ugly? Consider CUTEs B *
Africa – Oil and debt to define winners and losers B *
Africa – Has enterprising people, but too few businesses E *
Africa – Moving toward massive CFTA free trade agreement wapo
Nigeria – Traders ponder the naira free float that wasn’t B *
Nigeria – A new “floating” exchange rate was fixed E *
Nigeria – IMF forecasts Nigerian economy will contract by 1.8% FT / B *
South Africa – On track to avert junk status FT *
Zimbabwe – Closes in on IMF deal to clear debts FT *
Tanzania – New president shakes up ‘sleeping giant’ FT *
Africa – Trouble is stalking many banks E *
Mobiles – Apple iPhone sales set to pass 1b milestone FT *
Mobiles – Analyst Downgrades Apple and Says It Has ‘Peaked’ B *
Mobiles – Apple’s Longer iPhone Call WSJ *
Mobiles – Apple weathers anti-US demo in China R
Mobiles – Apple’s China Problem Is That Local Phones are Good, and Cheap B *
Mobiles – Chinese Company in Patent Dispute With Apple Barely Exists WSJ *
Mobiles – China Smartphone Makers Snap Up Patents WSJ * *
Mobiles – India’s $4 smartphone rings alarm R / FT
Mobiles – Google Backs Chinese Smartwatch B
Mobiles – Supply chain plagued by forced labor and armed militias WSJ *
Mobiles – Samsung gets smarter with phones strategy FT *
Mobiles – Samsung Gets Ahead in Handsets by Not Phoning It In WSJ *
Mobiles – BlackBerry axes keyboards FT *
Alt – Storage: Renewables Growth Revives Old Method WSJ *
Alt – Storage: Power stored by heavy rail cars pulled up a hill SciAm / E *
Every mention of 2016 primary candidates in hip-hop songs 538 *
