29 December 2015



Today’s Issue Cluster: China

China – ‘Data detail often soft-handed anti-corruption campaign’
China – Developers Build in America, but Look for Buyers at Home
China – Beijing orders SOEs to hire former soldiers


MAJOR DATA POINTS

US – Oct: Case-Shiller Home Price Growth Strengthened; +5.2% from +4.9% / WSJ / R / B

US – Dec: UMich Consumer Confidence Rises; 96.5 from 92.6 / WSJ


MARKETS

China – Stock Market Still a Draw After Tumultuous Year WSJ * *

China – Stock market outperforms S&P despite wild swings FT *


ECONOMICS

China – Leaders Flag More Stimulus After Top Economic Meeting B * *

China – Old economy focus ‘understates’ growth FT * * * *

China – Plan to Merge Sprawling Firms Risks Curbing Competition WSJ *

China – Loses Another Economic Indicator as Minxin Suspends PMI B

China – Where Economic Turbulence Could Start in 2016 B * * * * *

HK – Caught between US tightening and China slowdown FT

HK – Retailers Lost in Currency Translation WSJ *

HK – Fed Rate Increase to Cool Property Prices WSJ *

Mongolia – May be turning a corner E *


POLITICS & FISCAL POLICY

China – US warns Europe over granting market economy status FT / FT

China – Country’s ‘Warren Buffett’ said to be ‘assisting authorities’ FT *

China – ‘Data detail often soft-handed anti-corruption campaign’ CER * *


MONETARY POLICY

PBOC – Optimistic on severity of China slowdown FT


FINANCE

China – Technology Taking Over Finance WSJ *

China – Apple Seeks to Launch Apple Pay by February WSJ


REAL ESTATE

China – Developers Look to Diversify WSJ *

China – Developers Build in America, but Look for Buyers at Home WSJ


LABOR & EDUCATION

China – Beijing orders SOEs to hire former soldiers FT *

China – Industrial employment falls to lowest level since 2000 FT * *

China – Workers Are Fighting Back as Economic Dream Fades WSJ *

China – Working age population to fall 10% by 2040 FT *

China – Workforce could yet rise, not fall FT * * * *

China – Delivers on Two-Child Birth Policy WSJ

China – Families Reluctant to Let Go of One-Child Model WSJ *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

A New Map of the Moon bm *


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