Evening Bamboo Insight: 03/07/2014
July 3, 2014 Leave a comment
Evening Bamboo Insight: 03/07/2014
Macro
1. The New Casinos – Emerging Markets
http://www.thejakartaglobe.com/opinion/new-casinos-emerging-markets/
2. Obama Worst President Since World War II, More Say US Would Be Better Under Romney, Latest Poll Finds
3. World’s ATM Moves to Frankfurt as Yellen’s Fed Slows Cash
4. Something about contemporary art echoes pyramid schemes, writes Godfrey Barker
http://www.ft.com/intl/cms/s/0/ddfb22e6-0109-11e4-a938-00144feab7de.html#axzz36KOyVeBt
5. Macau overtakes Switzerland in income tables; Buoyant gambling pushes per-capita GDP past $91,000
http://www.ft.com/intl/cms/s/0/df9039ec-01aa-11e4-bb71-00144feab7de.html#axzz36KOyVeBt
Asia Pacific
1. Xu downfall is big step in Xi’s army reforms
http://www.ft.com/cms/s/0/1aa2f8e2-0103-11e4-b94d-00144feab7de.html#axzz36K0wL15M
2. Chinese Families Pay $16,000 for Kids to Pass Army Entrance Exam
3. Chinese bank sues local govt property firm in rare public spat
http://www.reuters.com/article/2014/07/02/china-debt-idUSL4N0PD15R20140702
4. Rich Asians buy into upwardly mobile Manila’s luxury condominiums
http://www.reuters.com/article/2014/07/01/us-philippines-property-idUSKBN0F65GW20140701
5. Chinese developers muscle in on Hong Kong as mainland market slows
http://www.reuters.com/article/2014/07/01/us-hongkong-property-idUSKBN0F65HT20140701
6. South Korea Issues Rare Warning on Currency Surge
7. Beijing crackdown on insider trading ‘rats’ sparks industry exodus
http://www.reuters.com/article/2014/06/30/us-markets-chinastocks-idUSKBN0F52JK20140630
8. China trust firm warns of possible default on wealth management product
http://uk.reuters.com/article/2014/07/01/china-trust-default-idUKL4N0P81DX20140701
9. Investment banks jockey for US$100mil Samsung restructuring bonanza
10. Many survivors of 1997 financial crisis in Thailand have returned to health
11. Indonesian students claimed the top spot at “Code for Resilience,” an international innovative competition held by the World Bank in
http://www.thejakartaglobe.com/news/indonesias-young-innovators-win-1st-prize-global-initiative
12. Would-Be Indonesian VPs Score an F for Education
http://www.thejakartaglobe.com/news/indonesian-vps-score-f-education
13. Did Las Vegas Just Become China’s Billionaire New Money-Laundering Mecca?
14. China oil explosion highlights pipeline perils as cities expand
http://www.ft.com/intl/cms/s/0/89c2e912-0108-11e4-b94d-00144feab7de.html#axzz36KQnAEVG
15. China rebalancing is a dangerous obsession
http://blogs.ft.com/beyond-brics/2014/07/02/guest-post-china-rebalancing-is-a-dangerous-obsession/
16. The Haier Model: Using Rural China as a Classroom for Overseas Growth
http://knowledge.wharton.upenn.edu/article/going-local-going-global/
17. Financial planners at the scandal-plagued Commonwealth Bank are still raking in lucrative commissions and fees for tipping their clients into $3.2 billion so-called ”zombie funds” that have been frozen for six years
Life
1. How to win at work when you face defeat
http://www.ft.com/intl/cms/s/0/8a20b740-003b-11e4-8aaf-00144feab7de.html#axzz36KOyVeBt
2. Dallara Automobili: knowledge company; Racecar tech specialist shows importance of innovation at all times
http://www.ft.com/intl/cms/s/0/10bae7b2-fbbe-11e3-9a03-00144feab7de.html#axzz36KOyVeBt
3. The 12 Mathematicians Who Set The Stage For The Modern World
http://www.businessinsider.sg/12-classic-mathematicians-2014-7/#.U7Qx5vmSxqU
4. 7 Excellent Ways To Start A Presentation
http://www.businessinsider.sg/excellent-ways-to-start-a-presentation-2014-7/#.U7Qy0PmSxqU
5. Lessons From Cable Cowboy John Malone
http://www.simoleonsense.com/lessons-from-cable-cowboy-john-malone/
6. The Unpopularity of Patience
http://www.cleareyesinvesting.com/2014/06/the-unpopularity-of-patience.html
7. Why the U.S. Corporate World Became ‘A Bull Market for Corruption’
8. Spy the Lie: Former CIA Officers Teach You How to Detect Deception
TMT
1. Android Wear Review: Putting the Smartphone on Your Wrist; LG’s and Samsung’s First-Generation Android Wear Watches Feel Too Much Like Just That
2. LG Chem Bets on Electric Vehicles in China
3. An Innovation Slowdown at the Tech Giants; Seen anything new and big lately from Cisco, Yahoo or even Twitter?
http://online.wsj.com/articles/an-innovation-slowdown-at-the-tech-giants-1404254249?mod=ST1
Healthcare
1. David Cameron calls for action to fight antibiotic resistance; New drugs needed to prevent ‘return to dark ages of medicine’
http://www.ft.com/intl/cms/s/0/12ccb18a-01bc-11e4-ab5b-00144feab7de.html
Consumer
1. Forget Dinner. It’s Always Snack Time in America; More Consumers Forgo Traditional Meals in Favor of Snacks Several Times a Day-Roiling the Food Industry
http://online.wsj.com/articles/forget-dinner-its-always-snack-time-1404240759