Evening Bamboo Insight: 08/07/2014

Evening Bamboo Insight: 08/07/2014

Macro

1. Inside One of the U.S.’s Biggest-Ever Investment-Fraud Stings; FBI’s Operation Pennypincher Targets Murky World of Penny Stocks, a Haven ‘Rife With Fraud’

http://online.wsj.com/articles/inside-one-of-the-u-s-s-biggest-ever-investment-fraud-stings-1404700281

2. Bond Anxiety in $1.6 Trillion Repo Market as Failures Soar

http://www.bloomberg.com/news/print/2014-07-06/bond-anxiety-grows-in-1-6-trillion-repo-market-as-failures-soar.html

3. Blackrock: The $4.3 trillion force; Larry Fink has spent 26 years building BlackRock into the manager of the most assets on the planet. Now he’s finding that size (and power) can be a mixed blessing

http://fortune.com/2014/07/07/blackrock-larry-fink/

4. Looking for short seller abuse

http://ftalphaville.ft.com/2014/07/07/1894082/looking-for-short-seller-abuse/

5. (Macro) – In Home Loans, Subprime Fades as a Dirty Word

http://www.nytimes.com/2014/06/29/business/in-home-loans-subprime-fades-as-a-dirty-word.html

Asia Pacific

1. (Japan/Consumer) – Calbee jumps on breakfast boom

http://www.japantimes.co.jp/news/2014/07/05/business/corporate-business/calbee-jumps-breakfast-boom/#.U7oFhPmSxqU

2. (Japan) – Japan Pins Hopes on Floating Trains; Government Sees Magnetic-Levitation Rail System Spurring Country’s Technological Rebirth

http://online.wsj.com/articles/japan-pins-hopes-on-floating-trains-1404674144?mod=WSJ_hpp_sections_business

3. (Korea) – Ex bureaucrats take up half of Dongbu’s outside board directors

http://news.mk.co.kr/english/newsRead.php?sc=30800004&cm=Company&year=2014&no=965069&selFlag=sc&relatedcode=&wonNo=&sID=308

4. (Korea) – 6 lessons Korea can teach the world

http://www.koreatimes.co.kr/www/news/opinon/2014/07/162_160476.html

5. (Korea/Tech) – After beating Google in Korea, Naver’s billionaire Lee Hae-jin tries to take on Google abroad

http://www.thestar.com.my/Business/Business-News/2014/07/07/After-beating-Google-Koreas-Naver-goes-global-with-messaging-app-Line/

6. (Korea) – Koreans slim down weddings amid economic woes, but social norms bite

http://www.koreatimes.co.kr/www/news/nation/2014/07/511_160519.html

7. More rice missing from storage or in poor condition in Thailand

http://news.asiaone.com/print/news/asia/more-rice-missing-storage-thailand

8. (China/Tech) – China’s Alibaba And Tencent Gobbling Up Everything In Sight

http://www.forbes.com/sites/gordonchang/2014/07/06/chinas-alibaba-and-tencent-gobbling-up-everything-in-sight/print/

9. (China/Tech) – Alibaba-Backed Kuaidi Challenges Uber in China With BMWs

http://www.bloomberg.com/news/print/2014-07-06/alibaba-backed-kuaidi-challenges-uber-in-china-with-bmws.html

10. (Korea/Tech) – Samsung Electronics faces falling profits as succession looms

http://www.reuters.com/article/2014/07/06/us-samsung-elec-guidance-preview-idUSKBN0FB0Y820140706

11. (China) – U.S. companies feel a chill in China, even as many still rake in profits

http://www.washingtonpost.com/world/us-companies-feel-a-colder-wind-in-china-even-as-many-still-rake-in-profits/2014/07/03/dcbfa233-ee13-4e67-b791-3b3e38bca890_story.html

12. (China) – Xi’s Anti-Corruption Campaign Signals Power Play for 2017

http://www.bloomberg.com/news/print/2014-07-03/corruption-crackdown-helps-xi-position-to-shape-future-leaders.html

13. (China) – New Offices Reflect Growth of China’s Busy Anticorruption Agency

http://mobile.nytimes.com/blogs/sinosphere/2014/07/04/new-offices-reflect-growth-of-busy-anticorruption-agency/

14. (China) – Chinese Tycoon Guo Copying Buffett Rises From Bread to Club Med

http://www.bloomberg.com/news/print/2014-07-06/chinese-tycoon-guo-copying-buffett-rises-from-bread-to-club-med.html

15. (China) – China’s top graft-buster says no off limits in probes

http://www.reuters.com/article/2014/07/05/us-china-corruption-idUSKBN0FA06D20140705

16. (China) – China takes on ‘rat traders’ in stock market insider trading probe

http://www.ft.com/cms/s/0/47177632-05ae-11e4-8b94-00144feab7de.html#axzz36nVf4HMp

Life

1. Fine Perfumes of the Animal World; We are by no means the only species trying to smell like anything but ourselves

http://opinionator.blogs.nytimes.com/2014/07/05/fine-perfumes-of-the-animal-world/?_php=true&_type=blogs&ref=opinion&_r=0

2. Build on Your Strengths Instead of Focusing on Flaws

http://www.nytimes.com/2014/07/07/business/international/philips-harjit-gill-global-manger-asia-pacific.html?ref=business

3. A nose for crime: counterfeit wines

http://www.ft.com/intl/cms/s/2/6e8e66d8-8829-11e3-8afa-00144feab7de.html#axzz36kjIuDSw

4. How To Be Resilient: 8 Steps To Success When Life Gets Hard

http://www.bakadesuyo.com/2014/07/how-to-be-resilient/

5. To Lead, You Must Focus

http://hbr.org/2014/06/to-lead-you-must-focus/ar/1

6. The holes in holacracy: The latest big idea in management deserves some scepticism

http://www.economist.com/news/business/21606267-latest-big-idea-management-deserves-some-scepticism-holes-holacracy

7. Make Your Marketing Content Useful

http://blogs.hbr.org/2014/07/make-your-marketing-content-useful/

8. In an inspiring rags to riches story, a Malaysian-born street vendor who once lived a life of poverty is now set to open a 15,000 square foot restaurant in Twitter’s headquarters at San Francisco’s Bay Area

http://www.chinapost.com.tw/print/411778.htm

9. How To Start In Value Investing (Children’s Edition)

http://www.valuewalk.com/2014/07/start-value-investing/

10. Christopher Nassetta: The man who turned around Hilton; How the CEO saved one of private equity’s most expensive deals

http://www.washingtonpost.com/business/capitalbusiness/christopher-nassetta-the-man-who-turned-around-hilton/2014/07/03/43071478-fd5a-11e3-932c-0a55b81f48ce_story.html?wpisrc=nl_headlines

11. How Resilient People Stand Back Up When Life Knocks Them Down

http://www.fastcompany.com/3032669/work-smart/how-resilient-people-stand-back-up-when-life-knocks-them-down?partner=newsletter

12. Look East For Management Innovation

http://www.forbes.com/sites/ceibs/2014/07/02/look-east-for-management-innovation/print/

13. Jay Gould: Flush with success as America’s toilet CEO

http://fortune.com/2014/07/07/jay-gould-american-standard-toilets/

14. The secretive billionaire who built Silicon Valley

http://fortune.com/2014/07/07/arrillaga-silicon-valley/

TMT

1. (Australia/Tech) – Wotif hits its use by date as big players dominate

http://www.theage.com.au/business/comment-and-analysis/wotif-hits-its-use-by-date-as-big-players-dominate-20140707-zsyq9.html

http://online.wsj.com/articles/expedia-bids-for-australias-wotif-1404702168

2. The long tail weapon of your e-commerce store

http://e27.co/the-long-tail-weapon-of-your-e-commerce-store-20140702/

3. G.M. OnStar Data Has Potential as Safety Tool

http://www.nytimes.com/2014/07/07/business/gm-data-has-potential-as-safety-tool.html?ref=business&_r=0

4. Google Co-Founders Talk Regulation, Innovation, And More In Fireside Chat With Vinod Khosla

http://techcrunch.com/2014/07/06/google-co-founders-talk-long-term-innovation-making-big-bets-and-more-in-fireside-chat-with-vinod-khosla/

5. How the music streaming battle is now pitting tech giants Apple, Google against upstarts

http://business.financialpost.com/2014/07/05/how-the-music-streaming-battle-is-now-pitting-tech-giants-apple-google-against-upstarts/?__lsa=7202-e069

6. Is Silicon Valley Funding the Wrong Stuff?

http://online.wsj.com/articles/is-silicon-valley-investing-in-the-wrong-stuff-1404688048

7. (China/Tech) – China’s Alibaba And Tencent Gobbling Up Everything In Sight

http://www.forbes.com/sites/gordonchang/2014/07/06/chinas-alibaba-and-tencent-gobbling-up-everything-in-sight/print/

8. BlaBlaCar: Sharing à la française; A French startup is the sharing economy’s newest star

http://www.economist.com/news/business/21606273-french-startup-sharing-economys-newest-star-sharing-la-fran-aise

9. A New Media Landscape in Sun Valley; Sun Valley Gathering Brings Together Cable, Content and Tech Bigwigs

http://online.wsj.com/articles/changes-in-media-landscape-to-dominate-conference-in-idaho-1404675325

10. Steve Jobs to Larry Page: ‘You guys are doing too much’; Larry Page to Apple: “It sounds stupid if you have this big company and you can only do, like, five things.”

http://fortune.com/2014/07/07/steve-jobs-to-larry-page-you-guys-are-doing-too-much/

Health

1. How to fix a broken market in antibiotics

http://www.reuters.com/article/2014/07/06/us-health-antibiotics-insight-idUSKBN0FB0A220140706

Consumer

1. The dedicated followers of fast fashion: Spain’s most successful fashion retailer, Inditex/Zara, has two ambitious local rivals snapping at its heels

http://www.economist.com/news/business/21606277-spains-most-successful-fashion-retailer-inditex-has-two-ambitious-local-rivals-snapping-its

2. Japanese drink up RTD cocktails; Diageo Korea ramps up Icheon production for low-alcohol exports

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991628

3. In discounter war, will Aldi’s Coke rush fall flat?

http://www.reuters.com/article/2014/07/07/us-germany-aldi-coke-insight-idUSKBN0FC0S220140707

4. Tupperware’s Party Goes World-Wide; Food-Storage Container Maker Derives 60% of Revenue From Emerging Markets; Indonesia leads the way

http://online.wsj.com/articles/tupperwares-party-goes-world-wide-1404671141?mod=yahoo_hs