Evening Bamboo Insight: 15 Jul 2014

Evening Bamboo Insight: 15 Jul 2014

Macro

1. The Smartest Man in Europe Sees a New Industrial Revolution

http://www.blackstone.com/news-views/market-commentary/blog-detail/byron’s-market-commentary/2014/07/02/the-smartest-man-in-europe-sees-a-new-industrial-revolution

2. To Infinity and Beyond? Don’t Be Surprised If the U.S. Stock Market Cracks

http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=3361273

3. How A Crackdown On Chinese Money Laundering Could Squeeze The US Housing Market

http://www.businessinsider.com/bis-stocks-are-irrational-china-poised-to-crash-2014-7

Asia Pacific

1. (Korea) – South Korea’s visa-free Jeju Island has become a Chinese tourism gold mine

http://qz.com/233985/south-korea-visa-free-jeju-island-has-become-a-chinese-tourism-gold-mine/

2. (Isia) – Cracks in Golkar – call for party chief’s removal

http://news.asiaone.com/print/news/asia/cracks-golkar-%E2%80%93-call-party-chief%E2%80%99s-removal

3. (India) – E-rickshaws take over Delhi’s roads

http://news.asiaone.com/print/news/asia/e-rickshaws-take-over-delhis-roads

4. (China) – Logistics spending in China is 18% of GDP, higher than in other developing countries (India and South Africa spend 13-14% of GDP) and double the level seen in the developed world

http://www.economist.com/news/china/21606899-export-superpower-china-suffers-surprisingly-inefficient-logistics-flow-things

5. (China) – China demands wall around wealth management sector to cut risk

http://in.reuters.com/article/2014/07/12/china-banking-idINKBN0FH09E20140712

6. (China) – Asian Nations’ Fears of War Elevated as China Flexes Muscle, Study Finds; Majority of Filipinos, Japanese and Vietnamese Say They Fear Armed Conflict With China

http://online.wsj.com/articles/asian-nations-fears-of-war-elevated-as-china-flexes-muscle-study-finds-1405361047

7. (China) – Inside the Chinese Market That Produces 45% of the World’s Tablets

http://blogs.wsj.com/chinarealtime/2014/07/14/inside-the-chinese-market-that-produces-45-of-the-worlds-tablets/

8. (Thai) – Thailand Lottery Changes Have Some Saying Leaders Are Pressing Their Luck; Vendors Who Traffick in Lucky Numbers Say New Rules Threaten Their Business

http://online.wsj.com/articles/thailand-lottery-changes-have-some-saying-leaders-are-pressing-their-luck-1405373312

9. (China/Tech) – Alibaba Pushes Further Into Entertainment; Latest Effort Involves Adding Lions Gate Video to Set-Top Boxes

http://online.wsj.com/articles/alibaba-pushes-further-into-entertainment-1405389902

10. (China/Tech) – Alibaba Pushes Further Into Entertainment; Latest Effort Involves Adding Lions Gate Video to Set-Top Boxes

http://online.wsj.com/articles/alibaba-pushes-further-into-entertainment-1405389902

12. (China/Tech) – Corporate Governance Print of Alibaba’s Payment Plan; Alibaba shed light on one of its biggest controversies-the transfer into the hands of key managers of payments business Alipay, similar to PayPal, back in 2011

http://online.wsj.com/articles/heard-on-the-street-fine-print-of-alibabas-payment-plan-1405337521

13. (China/Commodities) – Miners Struggle as China’s Appetite for Coal Eases

http://online.wsj.com/articles/miners-struggle-as-chinas-appetite-for-coal-eases-1405340884

14. (China) – This China Slowdown Is Different; Beijing is starting to curb investment-led growth. It won’t be painless

http://online.wsj.com/articles/miller-charney-this-china-slowdown-is-different-1405356554

15. (India/Healthcare) – India Imposes Price Controls on Diabetes and Heart-Disease Drugs; Price Cuts Likely to Pinch Profits of International Pharmaceutical Companies in India

http://online.wsj.com/articles/india-imposes-price-controls-on-diabetes-and-heart-disease-drugs-1405346553

16. (China) – Chinese Banks Halt Experimental Yuan-Remittance Program that helped citizens transfer large sums overseas despite government capital controls

http://online.wsj.com/articles/chinese-banks-halt-experimental-yuan-remittance-program-1405345453

17. (China) – China’s “Secret Money Laundering” Story Goes Mainstream; Is Promptly Censored

http://www.zerohedge.com/news/2014-07-14/chinas-secret-money-laundering-story-goes-mainstream-promptly-censored

18. (China) – Michael Pettis Warns China Bulls: “Bad Debt Cannot Simply Be ‘Socialized'”

http://www.zerohedge.com/news/2014-07-14/michael-pettis-warns-china-bulls-bad-debt-cannot-simply-be-socialized

19. (China) – Bank of China-CCTV drama may reveal power struggle in Beijing

http://www.scmp.com/print/business/banking-finance/article/1553552/bank-china-cctv-drama-may-reveal-power-struggle-beijing

20. (India/Tech) – Indian Messaging App Thrives By Blocking Snooping Moms

http://blogs.wsj.com/indiarealtime/2014/07/15/indian-messaging-app-thrives-by-blocking-snooping-moms/

21. (HK) – End of the high life for Hong Kong’s unwanted rooftop dwellers

http://www.thestar.com.my/Business/Business-News/2014/07/15/End-of-the-high-life-for-Hong-Kongs-unwanted-rooftop-dwellers

Life

1. Never top up your own drink, and other tips for doing business in Japan

http://www.brw.com.au/p/leadership/never_business_doing_your_japan_UjGbwOEDcr0tCMGCsFXJPI

2. How To Beat The Cops At Their Own Game When You’re Being Interrogated

http://www.businessinsider.com/police-interrogation-advice-2014-7

3. Here’s The Secret To Germany Becoming The Most Dominant Soccer Team In The World

http://www.businessinsider.com/germany-youth-system-2014-7

4. One Thing Extraordinary People Never Do

http://www.businessinsider.com/what-extraordinary-people-never-do-2014-7

5. Too many employers are highly suspicious of their staff…can you guess why?

http://www.theage.com.au/small-business/managing/blogs/work-in-progress/its-a-trust-issue-20140711-3bqka.html#ixzz37Vv5awdO

6. The Best Way to Make Up After Any Argument; And the One Word Never to Say

http://online.wsj.com/articles/the-best-way-to-make-up-after-any-argument-1405379667?mod=WSJ_hpp_sections_lifestyle

7. Three Secrets of Organizational Effectiveness; How the practices of “pride builders” can help you build a high-performance culture

http://www.strategy-business.com/article/00271?gko=d819d&cid=20140715enews&utm_campaign=20140715enews

8. New Spore: 83-year-old grandmother dies after Singapore hospital fails to turn on oxygen tank

http://www.straitstimes.com/news/singapore/courts-crime/story/oxygen-tank-not-turned-then-patient-dies-20140715

9. Does corporate governance matter? Regardless of size, companies need high standards of corporate governance if they are to create sustainable value in the long term

http://www.singaporelawwatch.sg/slw/index.php/headlines/45185-does-corporate-governance-matter

10. Auditing: From respected profession to mug’s game?

http://www.businesstimes.com.sg/premium/editorial-opinion/bottom-line/auditing-respected-profession-mugs-game-20140715

TMT

1. (China/Tech) – Alibaba Pushes Further Into Entertainment; Latest Effort Involves Adding Lions Gate Video to Set-Top Boxes

http://online.wsj.com/articles/alibaba-pushes-further-into-entertainment-1405389902

2. (China/Tech) – Corporate Governance Print of Alibaba’s Payment Plan; Alibaba shed light on one of its biggest controversies-the transfer into the hands of key managers of payments business Alipay, similar to PayPal, back in 2011

http://online.wsj.com/articles/heard-on-the-street-fine-print-of-alibabas-payment-plan-1405337521

Healthcare

1. (Healthcare) – Alzheimer’s Disease Fight Focuses on Preventive Treatment; Delaying Onset by Five Years Could Greatly Reduce the Number of Patients

http://online.wsj.com/articles/alzheimers-disease-fight-focuses-on-preventive-treatment-1405396803?mod=WSJ_hpp_sections_health

Investing Process

1. Here’s The Real Story Behind The Founding Of CYNK, The Mysterious Penny Stock With The Surge That Shocked The Internet

http://www.businessinsider.com/cynk-founding-2014-7#ixzz37XqdFH7K