Today’s Issue Cluster: China
X
Japan – May: Inflation Slows; 1.4% from 1.5% / B / b *
Japan – May: Jobs Market Improves; 3.5% from 3.6% / R / WSJ / b *
US – Jun: UMich consumer sentiment rises; 82.5 from 81.9 / R / r *
EMs – Risk grows of disorderly bond sell-off FT
EMs – The “Fragile Five” are looking brittle again WSJ *
China – Companies have racked up $14t in debt FT / WSJ / B / q * *
China – New Loans Top Estimates in Boost for Economy B
China – World’s Biggest Debt Load Lures Distressed Funds B
China – Local Debt Growth Slows as Economic Expansion Cools B
China – Beijing’s Overhauls Get Short Shrift WSJ
China – ‘New era’ for German investment CD *
China – Pushes for World Bank rival FT
Hong Kong – China calls democracy poll ‘illegal’ FT / WSJ / R
Tibet – The Communist Party deepens integration with the rest of the country E *
Xinjiang – Web Preaches Jihad to China’s Muslim Uighurs WSJ / R *
PBOC – Central Bank Keeps Pumping Cash Into Financial System WSJ / wsj
China – An enticing but elusive market for foreign banks E *
China – Reasons to be bearish FT
China – Bankers Worried About Loans They Made to Chen Jihong WSJ *
China – Investment Banks on the Rise WSJ *
China – Prices of New Homes Decline WSJ / B / b * * *
China – Property sales fall in June, smaller cities hit hardest ft * *
China – Housing market losing steam NYT *
China – Home Price Trend vs. Other Countries / b *
China – Correlation between house prices and consumer confidence threatens economy / b *
China – Property Collapse Seen as $33b in Trusts Due B
China – Investors Downbeat WSJ *
China – Commercial property carries biggest risks for investors FT
China – Manhattan Project Marred by Ghost Buildings B * *
China – Paper Warns on ‘Overly Pessimistic’ Views WSJ
China – ‘Expert sees soft landing in end to real estate boom’ CD
F&B – NY court votes 4-2 to block NYC’s soda ban WSJ
F&B – UK eyes fizzy drink tax to tackle obesity FT *
F&B – Frozen Foods Grow Cold as Tastes Shift to Fresher Fare WSJ *
F&B – Butter Makes Comeback as Margarine Loses Favor WSJ *
Fish – China Ends Ban on US Geoducks WSJ
Fish – Farmed to take over from wild seafood on dinner table FT
China – Lacks skilled workforce, govt think tank says CD
Demog – China: The changing face of growing old FT *
Demog – China: Scrambles to Adjust to Baby Boomlet WSJ
Demog – China: HK looks to export its elderly to mainland FT * * * *
Demog – China: Linguistic Divisions / motw *
The 31 countries Google Maps won’t draw borders around q *