Today’s Issue Cluster: China
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Germany – Oct: Exports Fall but Still Robust; +0.5% from +5.5% / WSJ / AP / de *
US – Oct: Wholesale stockpiles up; +0.4% from +0.4% / AP / R
US – Oct: JOLTS jobs openings increased; 4.834m from 4.685m / AP / cr *
China – Stocks, Currency and Corporate Bonds Fall WSJ
Stocks – China: Stocks dash towards bubble territory FT * *
Stocks – China: Levered stock market ft *
Stocks – China: Retail Investors Fuel Stock Rally WSJ / FT / e FT * * *
Stocks – China: Beijing measures mobilise army of new stock investors R *
Stocks – China: Bull Market Lifts Brokerages WSJ * *
Stocks – China: Surpasses Japan as World’s Second-Biggest Equity Market B
Currencies – Yuan: There are incentives to join the wars in earnest ft *
Currencies – Yuan: ‘Still not ready for prime time’ N / N *
China – Advisers recommend 7% growth goal R / WSJ *
China – Oil price slide a mixed blessing FT
China – Poised to trim its growth target N *
China – Gap in HK trade numbers narrowed, but still high R *
China – ‘Wasted’ $6.8t in investment, warn Beijing researchers FT
China – Fear of a deflationary spiral FT * * *
China – More Easing Is No Magic Wand WSJ *
China – The Troubles With Building a ‘GE’ WSJ *
China – Impoverished south-west seeks to become an economic hub E *
China – The impact of a slowdown E *
China – Art Buyers Go Shopping Overseas WSJ *
China – Tax Authorities to Step Up Supervision of Multinationals WSJ *
China – Tax Authority Targets Income of Foreigners, Wealthy Chinese WSJ *
China – Publishes ‘adultery map’ of unfaithful officials DT *
China – HK Protesters Brace for New Police Action B / R * *
China – Taiwan Grapples With Closer Ties WSJ *
PBOC – Loosens Monetary Policy Further, Scrapping Repo Sales B
PBOC – Won’t consider more rate cuts until Q4 data out R / WSJ / B * * *
China – Banks Press PBOC to Cut Reserve-Requirement Ratio WSJ *
China – Gives Boost to Banks in Bid to Reduce Borrowing Costs WSJ
China – Banks Seize on New Debt Option WSJ *
China – Launches Bank Deposit Insurance WSJ / FT / B / WSJ / WSJ / X *
China – Could trigger exodus from small to ‘too big to fail’ rivals / b *
China – Which banks pass the ‘too big to fail’ test? / b *
China – Over-Reliance on Guaranteed Loans wsj * * *
China – Banking tricks blunt drive to increase lending R
China – ‘Bad Bank’ Sees Bad Loans Peaking in 2015 WSJ
China – Shadow bank collapse exposes grey-market lending risk FT
China – New-Home Prices Fall in November WSJ
China – Rate Cut Seen Halting Home Sales Slide as Sentiment Turns B / WSJ
China – Rate cut is cold comfort for struggling developers R *
China – Property market set for demographic hit FT *
China – Growth Seen Slowing From Rail to Retail as Housing Peaks B
Rail – Chinese rolling-stock giants talk merger R / B / N *
Internet – Warm West Coast Reception for China’s Web Czar nyt / wsj / B / R / WSJ
Steel – China’s Slowdown Hits Price of Iron Ore WSJ / FT / B *
Steel – Chinese Interests Look to Malaysia for Cheap Ore NYT *
Steel – China exports hit record high as glut spills overseas N
Steel – ‘China ore demand forecast to stay steady in 2015’ CD *
Steel – Miners: Fe-ling forecasts FT *
Steel – Rio keen to blend mining and marketing FT * * *
Global Fine Wine Prices vs. Chinese Consumer Sentiment b *
