Morning Bamboo Insight: 17 Jul 2014

Morning Bamboo Insight: 17 Jul 2014

Macro

1. Insiders don’t break the law if they trade on a hunch, securities watchdog says

http://business.financialpost.com/2014/07/15/insiders-dont-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

http://www.theage.com.au/business/property/secret-path-for-chinese-on-property-buying-spree-20140716-ztidl.html

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

http://www.brisbanetimes.com.au/business/retail/move-over-aldi-more-discount-supermarkets-could-be-on-the-way-20140716-ztoiz.html

4. (China) – Chris Patten: From Beethoven to Beijing

http://www.project-syndicate.org/print/chris-patten-ponders-what-the-opera–fidelio–has-to-tell-us-about-china-today

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

http://www.fastcompany.com/3033066/master-distillers-at-wild-turkey-on-the-recipe-for-mixing-business-with-family

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)

http://technode.com/2014/07/15/10-startups-you-cant-miss-in-chinas-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://abovethecrowd.com/2014/07/11/how-to-miss-by-a-mile-an-alternative-look-at-ubers-potential-market-size/

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

http://www.washingtonpost.com/blogs/the-switch/wp/2014/07/15/silicon-valley-is-one-step-closer-to-being-its-own-state-no-really/?wpisrc=nl_swbd

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