Morning Bamboo Insight: 17 Jul 2014
July 17, 2014 Leave a comment
Morning Bamboo Insight: 17 Jul 2014
Macro
1. Insiders don’t break the law if they trade on a hunch, securities watchdog says
2. (Macro) – The declining quality of equity research
http://digitstodollars.com/2014/07/14/the-declining-quality-of-equity-research/
Asia Pacific
1. (Australia/Tech) – Webjet pivots to B2B to fight online travel disruption
http://www.brw.com.au/p/business/webjet_pivots_to_to_fight_online_sVNuAPgFFwdaIJ755uAYWL
2. (China) – Secret path for Chinese on property buying spree
3. (Australia/Consumer) – Discount grocer Aldi may soon be facing competition from cut-price European rivals if trends in the $88 billion Australian grocery market mirror those in the UK
4. (China) – Chris Patten: From Beethoven to Beijing
5. (China) – China knows it has a problem, but it just can’t kick the investment habit
http://qz.com/235461/china-knows-it-has-a-problem-but-it-just-cant-kick-the-investment-habit/
6. (India) – India’s 75 million dairy farms now produce more milk than all of the European Union
http://qz.com/235085/india-75-million-dairy-farms-now-make-more-milk-than-all-of-the-european-union/
7. (China/Tech) – Alibaba now wants to be the Netflix of China
http://qz.com/234978/alibaba-now-wants-to-be-the-netflix-of-china/
8. (China/Tech) – Fridges in Villages as E-Commerce Goes Rural; The shopping websites run by JD.com and Alibaba are reaching out to rural China with special campaigns
http://english.caixin.com/2014-07-15/100704252.html
9. (China) – With New Rules for PE Investing, CSRC Focuses on Transparency; Securities regulator wants private equity funds to provide more details about their investments, but secrecy allows them to make better deals
http://english.caixin.com/2014-07-14/100703737.html
10. (China) – China machinery maker Zoomlion tightens customer credit as property market sags
http://www.reuters.com/article/2014/07/15/zoomlion-outlook-idUSL4N0PQ1WD20140715
11. (Korea/Tech) – Samsung In Talks To Scoop Up SmartThings For Around $200 Million
http://techcrunch.com/2014/07/15/samsung-to-scoop-up-smartthings-for-around-200-million/
12. (Taiwan) – Taiwan Education Minister resigns amid fraud scandal
http://news.asiaone.com/print/news/asia/taiwan-education-minister-resigns-amid-fraud-scandal-0
13. (Isia) – More irregularities reported in Indonesia’s vote counting where vote counts were inflated in favour of the Gerindra Party’s presidential candidate, Prabowo Subianto
http://news.asiaone.com/print/news/asia/more-irregularities-reported-vote-counting
14. (Taiwan) – Taipei City’s double-standard hospitality
http://news.asiaone.com/print/news/asia/taipei-citys-double-standard-hospitality
15. (Japan) – Convenience stores in Japan turn to creative collaborations
http://news.asiaone.com/print/news/asia/convenience-stores-japan-turn-creative-collaborations
16. (Korea) – S Korea’s tallest skyscraper opens in Songdo International Business District, Incheon
http://business.asiaone.com/print/news/s-koreas-tallest-skyscraper-opens-business-district
Life
1. How to turn a small business into a bigger one
http://www.brw.com.au/p/business/mid-market/how_to_turn_small_business_into_QvnrXkckt9SYeaoPmAoGVL
2. 10 tips for better slide decks
http://blog.ted.com/2014/07/15/10-tips-for-better-slide-decks/
3. 10 Lessons Entrepreneurs Can Learn From Failing Startups
http://www.businessinsider.com/lessons-failing-startups-2014-7
4. Here’s How To Create A Life With The Perfect Amount Of Stress To Keep You Motivated But Not Kill You
http://www.businessinsider.com/become-resilient-to-deal-with-stress-2014-7
5. 22 Lessons From Stephen King On How To Be A Great Writer
http://www.businessinsider.com/stephen-king-on-how-to-write-2014-7
6. The 25 Best Universities In Europe
http://www.businessinsider.com/best-european-universities-2014-2014-7
7. Master Distillers At Wild Turkey On The Recipe For Mixing Business With Family; It involves one part patience, two parts hard work, and a dash of love
TMT
1. Yahoo’s dependence on Alibaba is starting to get silly
http://pando.com/2014/07/15/yahoos-dependence-on-alibaba-is-starting-to-get-silly/
2. (China/Tech) – 10 Startups You Can’t Miss in China’s Burgeoning Women-Focused Service Industry (Part I)
3. How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size Vs Uber Isn’t Worth $17 Billion
http://fivethirtyeight.com/features/uber-isnt-worth-17-billion/
4. Investor At Google Ventures Thinks Uber Will Be A $200 Billion Company
http://www.businessinsider.com/uber-200-billion-company-2014-7
5. Scientists Have Made A Material Darker Than Black
http://www.businessinsider.com/material-darker-than-black-2014-7
6. Here’s A Great Explanation Of The ‘Big Data’ Phenom In 8 Words: “big data” can capture things as they are happening and “can affect events as the events are unfolding.”
http://www.businessinsider.com/explanation-of-big-data-in-8-words-2014-7
7. Silicon Valley is one step closer to being its own state. No, really
Consumer
1. (Consumer) – Discount fashion chain Primark has made its mark in Europe by offering fast-changing fashion at rock-bottom prices. The secret of its success: placing huge orders for top-selling items like tops and jeans and passing on savings
http://www.reuters.com/article/2014/07/16/us-primark-usa-idUSKBN0FL0GH20140716
2. 3 Reasons Dollar Stores Are A Huge Threat To Supermarkets
http://www.businessinsider.com/dollar-stores-are-selling-more-food-2014-7#ixzz37cj7dRig
3. Lay’s Is About To Start Selling A Cappuccino-Flavored Potato Chip
http://www.businessinsider.com/cappuccino-flavored-lays-chips-2014-7
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