wiar 1-02-17

SRdata17What I Am Reading

January 2 (Monday)

Markets
Active Management is Back (BR)
Europe: A Downbeat Year for Many Indexes, but Not All Sectors (BR)
More Pain Than Gain for Asian Markets in 2016 (BR)
Emerging Markets Scored Solid Gains in 2016 (BR)
Will 2017 Be the Year of the Trump-Rooster? (BR)
Re-Energized Dollar Looms Over the Rest of the World (W)
Get Set for 2017: Your Guide to Navigating the Year Ahead (B)

China
China Manufacturing Stabilizes Near a Post-2012 High (B)
Growth in China’s factories, services slows in December: official PMI (R)
China Tripled Pace of Investment in U.S. in 2016, but Hurdles Loom (W)
China Tries to Recalibrate Credit (W)

Emerging
Putin: 2016 Wasn’t Easy (W)

US politics
White House Transition Turns Tense (W)
Teams of Rivals Prepare to Govern (BR)
Republicans Take Control Facing Internal Tensions (W)
GOP’s Freedom Caucus Shows Readiness to Work With Ryan (W)
Obama, Democrats to Huddle Over Defense of Health Law (W)
Trump Considering Aide Conway’s Husband for Top Legal Job (B)

Geopolitics & cyber-security
Report on Russian Hacking (N)
Rolling Stone: Something About This Russia Story Stinks
Trump to Press Intelligence Agencies on Russia Hack Claim (W)

Industries & companies
Autos: Low Fuel Prices Spur Shift in U.S. Auto Market (W)
Autos: The Chevy Bolt Is the Ugly Car of the (Very Near) Future (B)
Consumer: Nestlé Turns to New CEO to Boost Health Push (W)
Defense: Defense Stocks: Raytheon, General Dynamics (BR)
Financials: PNC Financial: A Win-Win for Investors (BR)
Pharma: Drug Pricing Report Shows Limits of Transparency Push (W)
Tech: Google Makes So Much Money, It Never Had to Worry About Financial Discipline—Until Now (B)

Offbeat
Think Like a Futurist to Be Prepared for the Unexpected