9 October 2015



Today’s Issue Cluster: China




MAJOR DATA POINTS

US – Aug: Wholesale inventories rise slightly; +0.1% not flat / R

US – Sep: Import prices barely decline; -0.1% not -0.5% / R / WSJ


MARKETS

China – Markets Gain Confidence in Yuan WSJ / WSJ *

China – Launch of renminbi payments system reflects Swift concerns FT * *

China – Foreign Exchange Reserves Drop $43b WSJ *

China – Bonds surge as PBOC eases and funds shift from stocks B *


ECONOMICS

China – Middle-Class Dreams in Peril WSJ *

China – Could find a ‘new normal’ elusive N *

China – Commodity companies in debt bi * *

China – Here’s relooking at FX reserves ft *

China – UK looks East N * *


POLITICS & FISCAL POLICY

China – Turns to soft power to win tiny Taiwan-held island R *


MONETARY POLICY

Fed – Rate Delay Spurred by Worry Over Low Inflation WSJ / FT / B / R / AP / NYT


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

Gaming – Macau: Slower revenue fall boosts casinos FT / WSJ *

Gaming – Macau: Latest Woe is Embezzlement Allegations WSJ / FT *

Gaming – Xi Changes the Odds WSJ *

Gaming – Macau stocks still face challenging outlooks WSJ *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Rail – China: Pins hopes on trains to put economy back on track FT / N *

Rail – China: Plans to build world’s longest underwater tunnel AFP / CD *

Rail – China: Considering line under Mount Everest G *

Rail – China: CSR, CNR trying to roll over rivals N *

Rail – China: Japan Says Beijing Wins Indonesia Contract WSJ / FT / WSJ / FT *

Rail – China: ‘One Belt, One Road’ initiative gathers steam N *

Rail – China: High-speed vision cbr *

Rail – China: Group signs $5.5b in Africa deals FT / FT / CD / WSJ

Rail – China: Mulls high-speed train to US CD

Rail – China’s Ambitions Crash Into Realities in Latin America NYT


COMMODITIES



ENERGY & ENVIRONMENT

Carbon – As China Unveils Cap-and-Trade, Challenges Loom WSJ / FT / E *

Carbon – Surge in China’s ‘green’ car sales hints at climate agenda FT *


HEALTH



ENDNOTE

All the world’s railroads, mapped wapo *


Comments are closed.