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{"id":52551,"date":"2015-06-29T23:00:51","date_gmt":"2015-06-30T03:00:51","guid":{"rendered":"http:\/\/bznwz.com\/?p=52551"},"modified":"2015-06-30T11:01:01","modified_gmt":"2015-06-30T15:01:01","slug":"30-june-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/30-june-2015","title":{"rendered":"30 June 2015"},"content":{"rendered":"


<\/code><\/p>\n


\n

Today\u2019s Issue Cluster: Asean<\/p>\n

Ship \u2013 South-East Asia is the new piracy capital of the world
\nCocoa \u2013 Rising prices eat into chocolate bars
\nCarbon \u2013 Coal power plants feel the heat of Alberta\u2019s new tax rules
\n
<\/code><\/p>\n


\n

MAJOR DATA POINTS<\/b><\/a><\/p>\n

EZ – Jun: Inflation Rate Eased; +0.2% from +0.3% \/ WSJ<\/a> \/ AP<\/a> \/ AFP<\/a> *<\/a><\/p>\n

Canada – Apr: Surprise Contraction Opens Door to 2nd Rate Cut; -0.1% from -0.6% \/ B<\/a> \/ G&M<\/a><\/p>\n

US – Apr: Case-Shiller Home Price Index Flattens; +4.2% from +4.3% \/ WSJ<\/a> \/ cr<\/a> *<\/a><\/p>\n

US – Jun: ConfBd consumer confidence jumps; 101.4 from 94.6 \/ AP<\/a> \/ R<\/a>
\n
<\/code><\/p>\n


\n

MARKETS<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

ECONOMICS<\/b><\/a><\/p>\n

Asean – Economies turn sluggish as exports sag N<\/a> *<\/a><\/p>\n

Myanmar – New kyat note brings back bad memories N<\/a><\/p>\n

Myanmar – Opens its banking sector to foreign entrants N<\/a> *<\/a><\/p>\n

Thailand – Falls further into deflation FT<\/a> *<\/a><\/p>\n

Thailand – Eases capital curbs in effort to revive economy FT<\/a> \/ WSJ<\/a> *<\/a> *<\/a><\/p>\n

Thailand – Economy tests the junta’s steering skills N<\/a> *<\/a><\/p>\n

Thailand – Household debt begets a major dilemma N<\/a> *<\/a><\/p>\n

Malaysia – Ringgit Sinks to 9-Year Low vs. Dollar WSJ<\/a> *<\/a><\/p>\n

Indonesia – Consumer growth story falters R<\/a> *<\/a><\/p>\n

Indonesia – No more Mr nice guy FT<\/a> *<\/a> *<\/a><\/p>\n

Indonesia – High-Yield Corporate Bonds Are Stars in Asia WSJ<\/a> *<\/a><\/p>\n

Indonesia – Oil industry r<\/a> *<\/a><\/p>\n

Indonesia – ‘Held back by bad policy as much as bad infrastructure’ E<\/a> *<\/a> *<\/a><\/p>\n

Brunei – Oil-dependent nation struggles to diversify N<\/a> *<\/a><\/p>\n

Vietnam – Scraps foreign ownership limits in investment push FT<\/a> *<\/a><\/p>\n

Vietnam – Hanoi is eager to seize the chance for economic reform N<\/a> *<\/a><\/p>\n

Vietnam – Wooing investment from a former foe N<\/a> *<\/a><\/p>\n

Vietnam – Mobile Revolution Catapults Millions Into the Digital Age WSJ<\/a> *<\/a><\/p>\n

Vietnam – Bkav launching high-end smartphones N<\/a> *<\/a><\/p>\n

Philippines – Port gridlock puts growth in the slow lane FT<\/a> *<\/A>
\n
<\/code><\/p>\n


\n

POLITICS & FISCAL POLICY<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

MONETARY POLICY<\/b><\/a><\/p>\n

World – \u2018Picts\u2019 most exposed to Fed rate rise fallout FT<\/a> *<\/a> *<\/a><\/p>\n

World – Low rates hold back global growth, BIS warns FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

FINANCE<\/b><\/a><\/p>\n

M&A – Maths, not history, drives mergers and acquisitions FT<\/a> *<\/a> *<\/a><\/p>\n

M&A – Record valuations drive 2015 boom FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

REAL ESTATE<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

LABOR & EDUCATION<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

SERVICES<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

MANUFACTURING<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

TECH<\/b><\/a><\/p>\n

Silicon Valley – Inside the winners\u2019 circle FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Silicon Valley – How to short \u2018unicorns\u2019 FT<\/a> *<\/a><\/p>\n

Silicon Valley – ‘Why This Tech Bubble Is Less Scary’ wsj<\/a><\/p>\n

Silicon Valley – Talk of bubbles does not really lead to a burst SFC<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

TRADE & TRANSPORTATION<\/b><\/a><\/p>\n

Ship – South-East Asia is the new piracy capital of the world e<\/a> *<\/a><\/p>\n

Ship – Kra Isthmus shortcut would mean big shifts in Southeast Asia N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

COMMODITIES<\/b><\/a><\/p>\n

Cocoa – Rising prices eat into chocolate bars FT<\/a><\/p>\n

Cocoa – Ghana\u2019s Seeks $1.8b Loan for 2015-16 Crop WSJ<\/a><\/p>\n

Cocoa – Sector hits at new Ivory Coast export rules FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ENERGY & ENVIRONMENT<\/b><\/a><\/p>\n

Carbon – Supreme Court tells EPA to consider industry costs FT<\/a> \/ WSJ<\/a> \/ B<\/a> \/ AP<\/a> \/ NYT<\/a><\/p>\n

Carbon – Big differences hold up deal FT<\/a> *<\/a> *<\/a><\/p>\n

Carbon – EU climate policies lead to US trees being cut down WaPo<\/a><\/p>\n

Carbon – Coal power plants feel the heat of Alberta\u2019s new tax rules FP<\/a> *<\/a><\/p>\n

Carbon – G-7 pact cements long-term coal market decline N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

HEALTH<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

ENDNOTE<\/b><\/a><\/p>\n

Populations of the US, Canada and Europe by latitude prooff<\/a> *<\/a>
\n
<\/code><\/p>\n


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