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{"id":55161,"date":"2015-12-08T23:08:16","date_gmt":"2015-12-09T04:08:16","guid":{"rendered":"http:\/\/bznwz.com\/?p=55161"},"modified":"2015-12-09T11:51:00","modified_gmt":"2015-12-09T16:51:00","slug":"9-december-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/9-december-2015","title":{"rendered":"9 December 2015"},"content":{"rendered":"


<\/code><\/p>\n


\n

Today\u2019s Issue Cluster: Africa<\/p>\n

Travel \u2013 Merger Mania in Hospitality Raises Competition Concerns
\nF&B \u2013 China\u2019s top two brewers battling it out
\nCommods \u2013 China Unleashes Torrent
\n
<\/code><\/p>\n


\n

MAJOR DATA POINTS<\/b><\/a><\/p>\n

China – Nov: CPI grows; 1.5% from 1.3% \/ CD<\/a> \/ AFP<\/a> *<\/a><\/p>\n

China – Nov: PPI falls for 45th month; -5.9% from -5.9% \/ CD<\/a> *<\/a><\/p>\n

Germany – Oct: Exports down more than expected; -1.2% from +2.6% \/ AP<\/a> \/ AFP<\/a><\/p>\n

US – Oct: Inventories seen weighing on Q4; -0.1% from +0.2% (was +0.5%) \/ R<\/a>
\n
<\/code><\/p>\n


\n

MARKETS<\/b><\/a><\/p>\n

Bonds – Investors look for greener pastures FT<\/a> *<\/a> *<\/a><\/p>\n

Bonds – Corporate debt downgrades hit $1t worth of issues FT<\/a> *<\/a> *<\/a><\/p>\n

Bonds – US companies turn to European debt markets FT<\/a> *<\/a><\/p>\n

Bonds – Policy divergence looms over traders FT<\/a> *<\/a><\/p>\n

Bonds – Reverse Yankees dominate euro market FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ECONOMICS<\/b><\/a><\/p>\n

Africa – Xi pledges $60b to development FT<\/a> \/ R<\/a> \/ AP<\/a> \/ SCMP<\/a> *<\/a><\/p>\n

Africa – China trade relationship evolves FT<\/a> \/ FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Africa – Big Debt Burdens, Written Off, Are Back Again WSJ<\/a> *<\/a><\/p>\n

Africa – China by far the largest investor in infrastructure FT<\/a> *<\/a> *<\/a><\/p>\n

Africa – Bond boom will be slow to return FT<\/a> *<\/a> *<\/a><\/p>\n

Africa – More a marathon than a sprint E<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Africa – Chinese investment: Not as easy as it looks E<\/a> *<\/a><\/p>\n

Africa – ‘Will weather China\u2019s slowdown’ B<\/a> *<\/a> *<\/a><\/p>\n

Africa – Students prefer China B<\/a> *<\/a><\/p>\n

Africa – Startup Fuels Mobile-Payment Boom WSJ<\/a> *<\/a><\/p>\n

Africa – Nurturing Talent Is Hard WSJ<\/a> *<\/a><\/p>\n

Africa – Luxury goods market: Full of untapped promise B<\/a> *<\/a><\/p>\n

Nigeria – Manufacturers face import blow FT<\/a> *<\/a><\/p>\n

Nigeria – Chinese Investment Comes With a Downside NYT<\/a><\/p>\n

Zambia – China\u2019s Slowdown Tarnishes Boom in Copper-Rich Nation NYT<\/a><\/p>\n

Mozambique – Hit by commodity price fall FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

POLITICS & FISCAL POLICY<\/b><\/a><\/p>\n

Venezuela – Opposition Wins Congressional Midterms WSJ<\/a> \/ FT<\/a> \/ FT<\/a> \/ B<\/a> *<\/a><\/p>\n

Venezuela – 2015 parliamentary election e<\/a> \/ *<\/a><\/p>\n

Venezuela – \u2018Ours is a nation of thugs\u2019 FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

MONETARY POLICY<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

FINANCE<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

REAL ESTATE<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

LABOR & EDUCATION<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

SERVICES<\/b><\/a><\/p>\n

Travel – Priceline, Expedia Wage War IBD<\/a><\/p>\n

Travel – Merger Mania in Hospitality Raises Competition Concerns NYT<\/a>
\n
<\/code><\/p>\n


\n

MANUFACTURING<\/b><\/a><\/p>\n

F&B – AB InBev Defends SABMiller Buy to Senate WSJ<\/a> *<\/a><\/p>\n

F&B – China’s top two brewers battling it out N<\/a> *<\/a> *<\/a><\/p>\n

F&B – Chinese beer under pressure FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

TECH<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

TRADE & TRANSPORTATION<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

COMMODITIES<\/b><\/a><\/p>\n

Commods – Anglo American to Cut 85k Jobs WSJ<\/a> \/ FT<\/a> \/ NYT<\/a> \/ AP<\/a> *<\/a> *<\/a><\/p>\n

Commods – China Unleashes Torrent B<\/a> *<\/a><\/p>\n

Commods – Oil and mining companies hope worst is over FT<\/a> *<\/a><\/p>\n

Commods – If China Killed the Super Cycle, Fed Is About to Bury It B<\/a> *<\/a> *<\/a><\/p>\n

Commods – The Collapse \/ vc<\/a> *<\/a><\/p>\n

Commods – 2015 a bad year \/ bi<\/a> *<\/a><\/p>\n

Commods – Material revolution FT<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ENERGY & ENVIRONMENT<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

HEALTH<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

ENDNOTE<\/b><\/a><\/p>\n

The importance of kerning, and other logo fails bi<\/a> *<\/a>
\n
<\/code><\/p>\n


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