3 November 2015



Today’s Issue Cluster: Africa & China

X


MAJOR DATA POINTS

US – Sep: Factory orders fall for second month; -1.0% from -2.1% / R


MARKETS

EMs – Some Investors Actually Made Money WSJ * *


ECONOMICS

Africa – Growth feels the strain from China’s slowdown FT *

Africa – Those Who Bet on China Face Fallout WSJ / R *

Africa – Progress stalls amid commodity slide WSJ * *

Africa – Must allow currencies to fall, IMF says B *

Africa – Middle class: Few and far between E *

Africa – The East emerges as a trade hub FT *

Africa – Small farmers need to produce more E * *

Africa – The stalling continent E *

Ivory Coast – Head says strong economy lifts hopes of peaceful poll FT *

Ghana – Pays Steep Price for Investor Retreat From Risk WSJ

Nigeria – Rails at bond index expulsion FT *

Kenya – Teachers’ strike exposes budget holes FT * *

Angola – Boom, Fueled by China, Goes Bust WSJ *

Zambia – Bears the brunt of China’s economic slowdown FT *

Zimbabwe – Backs to the wall E * *

South Africa – Economy creaking, ANC mired in scandal FT * *

South Africa – Employment structure by race / ft *


POLITICS & FISCAL POLICY



MONETARY POLICY

World – Economies too weak for normal monetary policy to resume e *

World – ‘Aim of current easing is to steal demand from the future’ B *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Machinery – Farmers Shift to Leases, Threatening to Swell Glut WSJ *


TECH

Tech – Firms Weigh Moving Data From US to EU WSJ *

Tech – The Increasingly Crowded Unicorn Club cb *


TRADE & TRANSPORTATION

Pipeline – TransCanada asks US to suspend Keystone FT / WSJ / B / R / NYT / G&M *

Rail – Roads Seek Safety-System Deadline Extension WSJ *


COMMODITIES

Commods – Weary investors see end of slump FT * * *

Commods – Focus on Africa for next ‘supercycle’ FT


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

The Evolution of the Watermelon, Captured in Still Lifes ha
1600s
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1800s
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