8 April 2015



Today’s Issue Cluster: Mining

EMs – Entering an age of diminished expectations
Cigs – Giant faces tough competition in EMs
Coal – Modi looks to double production by 2020


MAJOR DATA POINTS

EZ – Feb: Retail Sales Fall After Four Monthly Rises; -0.2%, +3.0% yr / WSJ / eu *

Germany – Feb: Factory orders slip again; -0.9% from -2.6% / AFP *


MARKETS



ECONOMICS

World – IMF warns of long period of lower growth FT *

World – Slowdown causes concern ft *

EMs – The great unravelling FT * * *

EMs – Entering an age of diminished expectations e *

EMs – Banks face tough challenge as growth slows FT


POLITICS & FISCAL POLICY

Greece – Spectre of Grexit back as cash runs out FT / FT *

Greece – Risks Slipping Back Into Recession, Say Analysts WSJ *

Greece – Frustrated officials want premier to ditch Syriza far left FT


MONETARY POLICY



FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

E-Cigs – Ad Campaign to Challenge Value in Quitting Smoking WSJ

E-Cigs – Big Tobacco is concerned for your health R

E-Cigs – Design Evolution / r *

Cigs – Investors Shrug Off Europe’s Regulatory Moves WSJ *

Cigs – Giant faces tough competition in EMs N *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Delivery – FedEx to buy TNT Express for €4.4b FT / WSJ / NYT *


COMMODITIES

Mining – China’s steel consumption may soon start falling E *

Mining – Chinese government set to join the iron ore price war? r *

Mining – Iron Meltdown Raises Questions About Miners WSJ / FT / WSJ / b * *

Mining – Gold Bust Means Less Mine Spending B / WSJ

Mining – Barrick chairman aims to put shine back in gold miner FT * *

Mining – Metal Prices Aid Glencore’s Chances With Rio Tinto WSJ *

Mining – No big new diamond finds in the past 15 years FT *

Mining – Looks on Steadier Ground Than Big Oil WSJ *


ENERGY & ENVIRONMENT

Coal – Rio Tinto cuts Japan prices FT

Coal – Japan’s annual benchmark influence on the wane FT * *

Coal – A Fight in Australia Pits With Coral B *

Coal – Modi looks to double production by 2020 N

Coal – India at the coalface FT * * * * * *


HEALTH

Biotech – Big pharma turns to small firms for edge in cancer treatment FT * * *

Biotech – High price of gene therapy drug adds to costs debate FT *

Biotech – Europe seeks to emulate US investment boom FT / B

Biotech – European Dream in US WSJ *


ENDNOTE

The most popular spots to film movies in NYC wapo *


Comments are closed.