Today’s Issue Cluster: Asean
Ship – South-East Asia is the new piracy capital of the world
Cocoa – Rising prices eat into chocolate bars
Carbon – Coal power plants feel the heat of Alberta’s new tax rules
EZ – Jun: Inflation Rate Eased; +0.2% from +0.3% / WSJ / AP / AFP *
Canada – Apr: Surprise Contraction Opens Door to 2nd Rate Cut; -0.1% from -0.6% / B / G&M
US – Apr: Case-Shiller Home Price Index Flattens; +4.2% from +4.3% / WSJ / cr *
US – Jun: ConfBd consumer confidence jumps; 101.4 from 94.6 / AP / R
Asean – Economies turn sluggish as exports sag N *
Myanmar – New kyat note brings back bad memories N
Myanmar – Opens its banking sector to foreign entrants N *
Thailand – Falls further into deflation FT *
Thailand – Eases capital curbs in effort to revive economy FT / WSJ * *
Thailand – Economy tests the junta’s steering skills N *
Thailand – Household debt begets a major dilemma N *
Malaysia – Ringgit Sinks to 9-Year Low vs. Dollar WSJ *
Indonesia – Consumer growth story falters R *
Indonesia – No more Mr nice guy FT * *
Indonesia – High-Yield Corporate Bonds Are Stars in Asia WSJ *
Indonesia – ‘Held back by bad policy as much as bad infrastructure’ E * *
Brunei – Oil-dependent nation struggles to diversify N *
Vietnam – Scraps foreign ownership limits in investment push FT *
Vietnam – Hanoi is eager to seize the chance for economic reform N *
Vietnam – Wooing investment from a former foe N *
Vietnam – Mobile Revolution Catapults Millions Into the Digital Age WSJ *
Vietnam – Bkav launching high-end smartphones N *
Philippines – Port gridlock puts growth in the slow lane FT *
World – ‘Picts’ most exposed to Fed rate rise fallout FT * *
World – Low rates hold back global growth, BIS warns FT *
M&A – Maths, not history, drives mergers and acquisitions FT * *
M&A – Record valuations drive 2015 boom FT *
Silicon Valley – Inside the winners’ circle FT * * * *
Silicon Valley – How to short ‘unicorns’ FT *
Silicon Valley – ‘Why This Tech Bubble Is Less Scary’ wsj
Silicon Valley – Talk of bubbles does not really lead to a burst SFC *
Ship – South-East Asia is the new piracy capital of the world e *
Ship – Kra Isthmus shortcut would mean big shifts in Southeast Asia N *
Cocoa – Rising prices eat into chocolate bars FT
Cocoa – Ghana’s Seeks $1.8b Loan for 2015-16 Crop WSJ
Cocoa – Sector hits at new Ivory Coast export rules FT * *
Carbon – Supreme Court tells EPA to consider industry costs FT / WSJ / B / AP / NYT
Carbon – Big differences hold up deal FT * *
Carbon – EU climate policies lead to US trees being cut down WaPo
Carbon – Coal power plants feel the heat of Alberta’s new tax rules FP *
Carbon – G-7 pact cements long-term coal market decline N *
Populations of the US, Canada and Europe by latitude prooff *
