28 January 2015



Today’s Issue Cluster: Asean

Media – E-Books Set to Surpass Print in the US
Ship – Sanctions sap allure of Russia’s Arctic route
Shrimp – Costs crimp Japan’s imports


MAJOR DATA POINTS

Germany – Feb: GfK consumer confidence hits 13-year high; 9.3 from 9.0 / WSJ / AP / AFP


MARKETS



ECONOMICS

Indonesia – Emerging as a new Asian powerhouse G&M *

Indonesia – Land of promise for investors N *

Indonesia – Becomes a base for reaching markets around the rim N * *

Indonesia – Investors set their sights on tech sector FT * *

Indonesia – Government to spend $436b on infrastructure N *

Thailand – Delaying the day of reckoning E / FT *

Thailand – Yingluck’s Troubles May Be Overshadowed by Economy WSJ *

Thailand – Explaining the volatile politics e * * * *

Thailand – Big four profit growth slumps with sluggish economy N *

Thailand – Shares are starting to look overstretched FT *

Thailand – Firms Add Apprentice Programs WSJ *

Philippines – Economy Expanding Like It’s 1950s on Consumption Boom B

Philippines – Why Asia’s higher-wage wave hasn’t reached yet N *

Vietnam – Slow Pace of Privatizations Worries Investors WSJ *

Singapore – Tests its success FT * *

Sri Lanka – Maithripala Sirisena faces task of repairing image FT / WSJ / FT * *

Sri Lanka – Poll Upset a Blow to China’s Indian Ocean Plans WSJ / R / B / WSJ / FT / B * *

Asia – Remittances / r *


POLITICS & FISCAL POLICY



MONETARY POLICY

MAS – Singapore Pulls Trigger in Deflation Fight WSJ / FT / B / b *


FINANCE

Asia – Life Agents Sing to Sell Insurance WSJ *


REAL ESTATE



SERVICES

Media – Book sales rise as readers remain true to type FT * *

Media – E-Books Set to Surpass Print in the US statista *

Media – Amazon and publisher bury the hachet FT / FT / FT * * * *


MANUFACTURING

Helicopters – Oil Slump Seen Crimping Near-Term Demand WSJ

Helicopters – Airbus aims to improve product safety after accidents FT *


TECH

Mobiles – Apple Sells 74.5m iPhones Over Holidays WSJ / FT / R / B * *

Mobiles – iPhone Sales in China Bolster Earnings NYT *

Mobiles – Apple’s iPhone Is Closing In on Samsung Smartphone Sales WSJ

Mobiles – Google to Reframe Wearable Glass Device WSJ / FT


TRADE & TRANSPORTATION

Ship – West Coast Port Snarls Will Take Months to Unwind WSJ

Ship – Industry warns of work stoppage at US ports FT / N / cr *

Ship – Sanctions sap allure of Russia’s Arctic route R *


COMMODITIES

Beef – Prices bounce back to record highs CBC / B * *

Beef – Irish farmers eye stake in lucrative US market FT *

Pork – Prices Drop as Hog Herds Recover WSJ *

Shrimp – Costs crimp Japan’s imports N *


ENERGY & ENVIRONMENT

Oil – Companies Face Time of Reckoning WSJ *

Oil – Battered energy groups brace for spending cuts FT * *

Oil – Opec Has No Easy Cure for Shale WSJ *

Oil – Obama aims to ease some drilling curbs FT / WSJ / NYT *

Oil – Glut feeling FT * * * * *


LABOR & EDUCATION



HEALTH



ENDNOTE

Most consumed meat/fish around the world am *


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