IDEAS OF THE DAY
l Results Note: GAB
l Quick Bites: DIALOG, PETGAS
l On Our Portfolio: Extended Consolidation
l Economic Viewpoint: Malaysia 3Q14 BOP, Malaysia 3Q14 GDP
NEWS HIGHLIGHTS
l Globetronics set to release 3D sensors
l Brahim’s helps Japan tap Muslim mart
l Censof plans private placement
l Melati Ehsan in road project talks with govt
l DRB-Hicom in shares sales and purchase agreement with Isuzu Hicom Malaysia
FOREIGN NEWS HIGHLIGHTS
l Actavis said near USD62.5b deal for Allergan
l Australian tycoon to build giant dairy farm for exports to China
ECONOMIC NEWS HIGHLIGHTS (MACRO BITS)
Malaysia
l GDP expanded by 5.6%
l Zeti Upbeat On 5.5-6pc Growth
l Current Account Surplus Narrowed in 3Q14
Global
l G-20 Plans $2 Trillion Growth Boost to Uneven Global Economy
Asia Pacific
l China Lending Drops Sharply, Fuels Calls For Bolder Stimulus Moves
l China Bad Loans Jump Most Since 2005 As Economy Cools
l China's Fiscal Spending Falls In October From Year Earlier
l Indonesia Gives First Indication On Size Of Fuel Increase
l Australia-China Trade Deal To Drive Exports Beyond Mining
USA
l U.S. Consumer Sentiment At More Than Seven-Year High
l Strong Dollar, Weak Oil Helping Americans Get Cheaper Imports
l U.S. Mortgage Delinquencies Fall To Lowest Since 2007: MBA
Europe
l Improvement In Eurozone As Germany, France Skirt Recession
l Greece's Economy Emerged From Recession In First Quarter
Currencies
l U.S. Dollar Sinks Vs. Euro On Falling Inflation Expectations
Commodities
l IEA: Oil ‘Price Rout’ Not Over
l Oil Surges A Day After Brent Crash; Supply Fears Linger
l Gold Soars On Short-Covering, New Fund Buying
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