8 December 2015



Today’s Issue Cluster: China Economy

China – ‘Fear and loathing grip finance industry’
Media – China Box office grows 6 times faster than GDP
Asia – Sea spats splitting Asia into pro-US, pro-China camps


MAJOR DATA POINTS

Japan – Q3: GDP revised from recession to growth; +1.0% was -0.8% / FT / WSJ / NYT / AP

China – Nov: Exports Decline for Fifth Month; -6.8% from -6.9% / B / FT *

US – Oct: JOLTS Job Openings Down; 5.4m from 5.5m / bi

US – Nov: NFIB: Small Business Optimism Index declined; 94.8 from 96.1 / cr


MARKETS

China – Forex reserves suffer third-largest decline FT / WSJ *

China – Back to capital outflows ft *

China – IMF Decision: What Happens to the Yuan Now? WSJ / FT *

China – Yuan tilted toward trade, limited as investment currency B * * * *

China – Yuan’s credibility hinges on liberalization N *

China – Renminbi’s Reserve Status: Symbolic or Opportunity? krane

China – Charting a decade of yuan moves / B *

China – Signs of froth in debt market FT

China – Big Bets on Homecomings for US-Listed Tech Firms WSJ *

China – Red-Hot Stock Strategy: Buy Unprofitable Companies B *

China – ‘National team’ owns 6% of stock market FT *

China – In Land of 3,500% Stock Returns, Crashes Quickly Forgotten B *


ECONOMICS

China – The creditworthiness of big state firms is worsening E *

China – Japanese companies move away N * *

China – Companies Are Trapped in IPO Logjam WSJ * *

China – Cement Deal Looks Like a Good Mix WSJ *

China – Investors in Bond Brawl Deserve Speedy Recovery WSJ *

China – Services sector key to growth FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY

PBOC – China to Give Market Greater Say on Interest Rates WSJ


FINANCE

China – ‘Fear and loathing grip finance industry’ R

China – Heightens scrutiny of financial sector FT


REAL ESTATE

China – Shenzhen property boom leaves HK in dust FT

China – Big city land-grab sowing seeds of next property boom R

China – Northeast turns commodities conundrum into housing headache N *


LABOR & EDUCATION



SERVICES

Media – China to become largest movie market FT

Media – China Box office grows 6 times faster than GDP N *

Media – China’s best-selling film accused of inflating box office FT *

Media – China to Tighten Limit on Foreign TV and Video Imports WSJ *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Asia – Sea spats splitting Asia into pro-US, pro-China camps N *

Asia – China’s Clout Grows in Shadow of Sea Spat B * *


COMMODITIES



ENERGY & ENVIRONMENT

Air – China issues first pollution ‘red alert’ FT *


HEALTH



ENDNOTE

The World’s Fastest Growing Cities vc *


Comments are closed.