Today’s Issue Cluster: Africa
Travel – Merger Mania in Hospitality Raises Competition Concerns
F&B – China’s top two brewers battling it out
Commods – China Unleashes Torrent
China – Nov: CPI grows; 1.5% from 1.3% / CD / AFP *
China – Nov: PPI falls for 45th month; -5.9% from -5.9% / CD *
Germany – Oct: Exports down more than expected; -1.2% from +2.6% / AP / AFP
US – Oct: Inventories seen weighing on Q4; -0.1% from +0.2% (was +0.5%) / R
Bonds – Investors look for greener pastures FT * *
Bonds – Corporate debt downgrades hit $1t worth of issues FT * *
Bonds – US companies turn to European debt markets FT *
Bonds – Policy divergence looms over traders FT *
Bonds – Reverse Yankees dominate euro market FT *
Africa – Xi pledges $60b to development FT / R / AP / SCMP *
Africa – China trade relationship evolves FT / FT * * * * *
Africa – Big Debt Burdens, Written Off, Are Back Again WSJ *
Africa – China by far the largest investor in infrastructure FT * *
Africa – Bond boom will be slow to return FT * *
Africa – More a marathon than a sprint E * * *
Africa – Chinese investment: Not as easy as it looks E *
Africa – ‘Will weather China’s slowdown’ B * *
Africa – Students prefer China B *
Africa – Startup Fuels Mobile-Payment Boom WSJ *
Africa – Nurturing Talent Is Hard WSJ *
Africa – Luxury goods market: Full of untapped promise B *
Nigeria – Manufacturers face import blow FT *
Nigeria – Chinese Investment Comes With a Downside NYT
Zambia – China’s Slowdown Tarnishes Boom in Copper-Rich Nation NYT
Mozambique – Hit by commodity price fall FT *
Venezuela – Opposition Wins Congressional Midterms WSJ / FT / FT / B *
Venezuela – 2015 parliamentary election e / *
Venezuela – ‘Ours is a nation of thugs’ FT * *
Travel – Priceline, Expedia Wage War IBD
Travel – Merger Mania in Hospitality Raises Competition Concerns NYT
F&B – AB InBev Defends SABMiller Buy to Senate WSJ *
F&B – China’s top two brewers battling it out N * *
F&B – Chinese beer under pressure FT * *
Commods – Anglo American to Cut 85k Jobs WSJ / FT / NYT / AP * *
Commods – China Unleashes Torrent B *
Commods – Oil and mining companies hope worst is over FT *
Commods – If China Killed the Super Cycle, Fed Is About to Bury It B * *
Commods – 2015 a bad year / bi *
Commods – Material revolution FT * * *
The importance of kerning, and other logo fails bi *
