Today’s Issue Cluster: Asia
Japan – Aug: Output Unexpectedly Slumps; -1.5% / WSJ / B / FT *
China – Sep: HSBC Factory PMI Falls From Initial Reading; 50.2 was 50.5 / WSJ / AP / R / B *
EZ – Sep: Inflation Falls to Five-Year Low; 0.3% from 0.4% / WSJ / NYT / B / R *
US – Jul: Case-Shiller Home Price Growth Slows Again; +5.6% from +6.3% / WSJ / R / B *
China – One-Two Punch Threatens to Hit Economic Growth WSJ *
China – Consumption of Other Country’s Exports / b *
Japan – Signals second tax hike will go ahead FT *
Japan – Abenomics Spurs Record Wealth in Solace for Price Rises B
Japan – Investors in Stocks Still Confident in Abenomics WSJ
SK – Investors eye long-awaited dividend windfall FT / FT * *
SK – Unveils Tax Targeting Corporate Cash Hoarders WSJ *
Asean – Japan Inc. Goes Deeper Into Southeast Asia WSJ * *
Singapore – Seeking to Move Up Value Chain wsj *
Sri Lanka – Aims to be hub for pan-Indian Ocean trade N *
Philippines – No Longer ‘Sick Man of Asia’ WSJ / b *
Philippines – ‘Strained Infrastructure Erodes Growth Prospects’ NYT
Cambodia – Wave of discontent FT / R *
Myanmar – Phone Service Makes Leap WSJ *
Myanmar – Foreign Investors Rethink Enthusiasm of Aviation Sector WSJ *
Thailand – Military Rulers Look to Past For Answers on Economy WSJ / WSJ * *
Thailand/Vietnam – Unrest keeps holidaymakers away FT * *
Vietnam – Changes afoot in mobile phone market N *
Indonesia – Widodo faces daunting challenges E *
Indonesia – Finance minister urges Widodo to fast-track reform FT * *
Indonesia – Looks to retail investors of the future FT * *
HK – Status as Financial Hub Likely a Factor for Beijing WSJ / R *
HK – Protests Have Real-Estate Companies Worried WSJ *
HK – Protests May Hurt Retailers WSJ / WSJ *
HK – Banks Hit by Protests WSJ *
BOJ – Room to Run in Next Round of Easing WSJ *
China – Slowdown threatens timetable for financial reform FT
China – Bad Bank Fails to Turn Good WSJ
China – PBOC Eases Mortgage Lending Rules WSJ
China – More Cities Relax Mortgage Policy as Property Sales Fall B / b *
Ship – China Gets One-Meter Edge in Race for Biggest Freighter B
Metals – Aluminum: To be used in Ford’s new Super Duty line of heavier pickup trucks WSJ / B / USAT
Metals – Aluminum: Threatens steel’s dominance of the car industry FT * * *
Metals – Aluminum: Smelter restarts seen undermining global deficit outlook R *
Metals – Platinum: Prices Skid on Car-Demand Worries WSJ
Metals – Iron: Heads for Record Run of Quarterly Losses as Glut Builds B
Metals – Iron: Collapse threatens an industry shakeout FT * * * * * *
Japan – ‘Paying price for halfhearted courtship of foreign workers’ N *
Demog – Japan: Collapse points to grim future N *
Demog – SK: Alarm over prospect of extinction by 2750 FT / B
Demog – SK: Elderly left behind by speed of change FT * * * *
Where do countries import the most from? am *
