Morning Bamboo Insight: 28 Jul 2014

Morning Bamboo Insight: 28 Jul 2014


1. How Krugman Fudged the Truth on U.S. Debt; By mentioning only the baseline projection from the Congressional Budget Office, he downplayed the potentially dangerous growth of U.S. debt as a percentage of GDP.

2. Texas tycoon Sam Wyly and the estate of his late brother Charles should pay damages totaling $1.41 billion for their role in a scheme that hid trades in companies they controlled using offshore trusts, the SEC said

3. Four years later, Dodd-Frank fails to turn banks into pet shops

4. Heeding 1994’s Bond-Market Lesson

5. (Macro) – Trillion-dollar boo-boo: Bad governments cost investors a fortune

6. BIG MAC INDEX: Kroners And Swiss Francs Are Still Overvalued

7. Market mania: a ‘how-to’ guide to hot assets; From spotting the signs to timing your exit, profiting is tricky

8. Germany: A nation of tenants; Only 40 per cent of Germans own their homes, compared with 70 per cent of Britons

Asia Pacific

1. (China/HK) – In Chinese shadow, HK fights for its future

2. (China) – Retired military officials ordered to return extra homes

3. (China) – State media promoting China’s leader Xi with intensity unseen since Mao era

4. (China) – What Do Chinese Dumplings Have to Do With Global Warming? In the 12 years between 1995 and 2007, China’s domestic refrigerator-ownership numbers have jumped to 95 percent from just 7 percent of urban families

5. (China) – Artful Dodge: Why Chinese Collectors Are ‘Borrowing’ Their Own Pieces

6. (China/Asia) – Winners and losers in the great Chinese rebalancing; Slowing investment and resilient consumption in China are changing Asia’s economic order

7. (China/Consumer) – Diageo to write down Chinese spirit stake

8. (Japan) – Shinzo Abe faces rising disenchantment in Japan


1. Where Reason Ends and Faith Begins: In the face of uncertainty, being precise about what you don’t believe in can shore up your confidence in what you do

2. Failure Is Our Muse: Writers are the professional losers. Three hundred thousand books are published in the United States every year. A few hundred could be called financial or creative successes

3. Branding gone wrong: When bad logos strike back

4. What Rock Concerts Teach Us About Creating Strong Customer Bonds; “Love unfolds and reverberates between and among people and thereby belongs to all parties involved, and to the metaphorical connective tissue that binds them together”

5. Innovation Emerges From Stories We Tell; Plato told us that “those who tell the stories rule society

6. Love 2.0: Creating Happiness and Health in Moments of Connection

7. Many would tell you that if you show someone your heart, especially in business – you are soft. Weak. Prey in a world of predators. In the world of artists and making a business out of artistry, sometimes all an emerging artist has is heart

8. There’s A Major Revolution In The Book Industry That’s Letting Novelists Make A Living

9. To live in anxiety is to be human; Paradoxically, bravery is often found in those with excessive fears over other things

10. Tailspotting: Identifying and profiting from CEO vacation trips

11. C.S. Lewis on Suffering and What It Means to Have Free Will in a Universe of Fixed Laws

12. Paula Scher on Process versus Outcome

13. Commonplace Books as a Source for Networked Knowledge and Combinatorial Creativity

14. My Favorite Heuristic for Evaluating Relationships: The Antifragile Person

15. Daniel Kahneman Explains The Machinery of Thought: The best we can do is a compromise: learn to recognize situations in which mistakes are likely and try harder to avoid significant mistakes when the stakes are high

16. 75 Years In The Making: Harvard Just Released Its Epic Study On What Men Need To Live A Happy Life

17. Don’t Send Your Kid to the Ivy League: The nation’s top colleges are turning our kids into zombies

18. MasterCard’s Ajay Banga: Why ‘Yes, If’ Is More Powerful Than Saying No

19. Books – Decide: Work Smarter, Reduce Your Stress, and Lead by Example


1. Flood of Rivals Could Burst Amazon’s Cloud; Large Telecom and Startups Are Forging Into the Computing Services Business

2. Apple attempts a return to innovation; ‘Apple’s research and development spending in the three months to June represented 4 per cent of sales – the highest ratio since 2006′

3. Advertising’s New Frontier: Talk to the Bot; Chat App Kik Unveils Feature That Lets Users Converse With Dozens of Brands


1. The fallout after Comet crashed to earth: Claims of wrongdoing, legal short-cuts and corporate greed emerge in case over the collapse of the high street, electrical goods chain


1. Abundant Grain Ripples Through U.S. Farm Industry


1. Sun, wind and drain: Wind and solar power are even more expensive than is commonly thought

2. UK shale licences attacked as ‘reckless race’

About these ads

Evening Bamboo Insight: 27 Jul 2014

Evening Bamboo Insight: 27 Jul 2014


1. The Right Way to Invest Globally; U.S. Investors Have Ramped Up Their Holdings of Foreign Stocks, But Some Do It the Wrong Way

2. (Macro) – How the U.S. Stumbled Into the Drone Era; Before 9/11, Washington was still locked in debate over a now familiar weapon

Asia Pacific

1. (Isia) – President-elect Jokowi crowdsources his Cabinet

2. (China) – China’s Guangdong province removes over 850 ‘naked officials’ from their posts

3. (Isia) – The small-town Mr Clean turned ‘accidental’ president; Many like him because he has ‘the face of someone from the village’. He also has a personal fortune of $2.5m

4. (India) – Jailed Indian tycoon seeks ‘deal room’ to negotiate hotels sale

5. (China) – Hollywood transformed: How China is changing the DNA of America’s blockbuster movies

6. (China) – Jim Chanos Has A Whole New Reason For Going Dark On China

7. (Korea) – SK Group in paradox; Absence of chairman felt little amid stable growth

8. (Isia) – A Beacon of Hope, Change to a Positive Yet ‘Exhausted’ Indonesia; New Indonesian President Jokowi Can Bring Certainty, Consistency to Mining

9. (Korea) – CJ Group, a conglomerate engaged in diverse industries from food production to entertainment, is starting to totter more than a year after Chairman Lee Jay-hyun, 54, was arrested and sentenced to four years in prison for embezzlement|home|newslist1

10. (Isia) – Jokowi Cabinet in Focus as KPK Pushes for Clean Line-Up

11. (China) – Top 1% Control a Third of China’s Wealth while the bottom 25 percent control just one hundredth

12. (China/Myanmar) – China’s cancelled Burma railway is its latest derailment in southeast Asia

13. (China) – PetroChina trying to trim $1.23-billion payment to Athabasca; the Chinese company, rocked by a corruption scandal, is frustrated with the high price it paid for the oil sands assets and massive cost overruns

14. (China) – Transformers 4: Unhappy Chinese advertisers sue


1. Was America’s revolution driven by political philosophers, or practical men reacting to events?

2. Engineer whose vision helped build Brazil; Norberto Odebrecht, construction executive, 1920-2014

3. Lions and tigers and… CEOs? ‘The Wizard of Oz’ as leadership guide

4. The Life and Times of a Bamboo Artist; “Every time you work with bamboo, you get something new”

5. Books – Toto’s Reflections: The Leadership Lessons from the Wizard of Oz

6. Powerful and Coldhearted: It’s hard for powerful people to feel empathy

7. No Time to Think; It could be because human beings, when left alone, tend to dwell on what’s wrong in their lives. We have evolved to become problem solvers and meaning makers

8. How anti-capitalist Michael Moore built a £30m fortune

9. Fruits and Vegetables Are Trying to Kill You; Antioxidant vitamins don’t stress us like plants do-and don’t have their beneficial effect

10. Books That Can Boost Your Portfolio: Business Classics Every Serious Investor Should Read


1. (India/Tech) – Text and Ride in India; A handful of start-ups in India have begun to use technology to more easily connect auto-rickshaw drivers with customers – a twist to Uber and Lyft

2. (China/Tech) – Baidu Finds China’s Mobile Money

3. Ready to Wear? The Internet of Things is headed for your wrist: smart watches and fitness bands. Who wins, who loses in wearable technology

4. Apple Secretly Acquired “Pandora For Books” Startup BookLamp To Battle Amazon

5. (China/Tech) – Qualcomm sales data seized amid antitrust probe in China

6. (China/Tech) – Xiaomi may have exaggerrated website hits to create hype

7. (China/Tech) – Alibaba maps out mobile internet strategy with AutoNavi


1. How Hotcha hopes to become the Domino’s of Chinese takeaway; Chinese food over took fish and chips to became the country’s favourite takeaway this year. But there is no national rival to the big pizza chains – yet

2. Koreans’ love of good coffee is getting even more intense; Seoul has 284 Starbucks-the most in the world and seven more than New York City’s 277


1. Hearing Aids: Mimicking a fly’s aural mechanism may replicate its acuity for humans

Investing Process

1. Finding Value Companies the Schloss Way

2. Research – The 52-Week High and Momentum Investing

Morning Bamboo Insight: 27 Jul 2014

Morning Bamboo Insight: 27 Jul 2014


1. Why Voters Aren’t Angrier About Economic Inequality

2. A Chinese Gold Standard?

Asia Pacific

1. (China) – How the Hammer Falls as China Nails Corruption; Twenty months into a campaign against corrupt leaders, the crackdown is accelerating and the public is in the loop

2. (China) – Company secretaries in China earn big bucks

3. (China) – Finance may upset China’s reform efforts

4. (India/Isia) – What India’s Arvind Kejriwal can learn from Indonesia’s new president

5. (China) – Where China Goes To Outsource Its Own Soaring Labor Costs

6. (China) – China’s ageing millions look forward to bleak future;_ylt=A0SO805RptBTt28Av91XNyoA

7. (China) – Focus of Graft Fight Must Move from Party to Nation; a fundamental solution to China’s corruption problem lies in building institutions that command respect across the country

8. (India) – Kushagra Bajaj Of India’s Bajaj Group Is Man On A Mission As He Takes It From Sugar To Power


1. New Spore: SIA was 1 Minute 44 Seconds From Disaster!

2. Billionaire couple Pan Shiyi and Zhang Xin have faced a deluge of criticism for donating US$15 million (HK$117 million) to Harvard, one of the richest and most prestigious universities in the United States

3. Being Powerful Distorts People’s Perception of Time; the more power people have, the more time they feel they have available in their lives

4. Don’t Teach Math, Coach It

5. Books – Building a Better Teacher: How Teaching Works (and How to Teach It to Everyone)

6. Books – Indonesia Etc.: Exploring the Improbable Nation – review

7. Why Do Americans Stink at Math?

8. Why Birds Fly In A V-Formation

9. Can you care for an elderly parent and still succeed at work?

10. The complete guide to having a creative breakthrough

11. 3 Ways To Turn Customers Into Rabid Fans

12. CEOs, Get to Know Your Rivals


1. The Next Thing in Farm-to-Table? Mobile Slaughterhouses

2. (China/Tech) – Xiaomi Unveils a Fresh Chapter in Its Plan to Conquer the World

3. The Next Big Thing in Hardware: Smart Garbage

4. Do Media Startups Have Staying Power?

5. (China/Tech) – Alibaba’s maturity mismatch: To continue offering high yields, Yu’E Bao has started to display classic signs of maturity mismatch. If Yu’E Bao spawns trouble, the applause will not last

6. (China/Tech) – China’s digital transformation

7. (Tech) – Facebook is now worth more than Coca-Cola, Disney, Intel

8. (China/Tech) – Unplugged and unproductive: Chinese business has been slow to embrace the internet. As it does, productivity should soar

9. (China/Tech) – Tencent Holdings Gets Approval for Shenzhen Private Bank; Wenzhou and Tianjin Will Also Get Private Lenders


1. (China/Healthcare) – China considers traditional Chinese medicine legislation

Investing Process

1. Fujian Nuoqi (1353) chairman and chief executive Ding Hui and his wife Chen Ruiying have absconded with funds, leaving the menswear maker owing huge debts, Sina Finance reported

Evening Bamboo Insight: 25 Jul 2014

Evening Bamboo Insight: 25 Jul 2014


1. Will A Handwritten Note From Warren Buffett Cause A Hedge Fund Exodus?

2. The dark, disturbing world of the visa-for-sale program

3. Italy’s Richest Woman With A $10.4B Fortune Controls Menarini Group, Italy’s leading pharma company, But The Tax Man Is After Her

4. Why does Wall Street use a different kind of macroeconomic modeling than academia’s DSGE?

5. Wall Street’s revenge of the nerds means fooling all the people all the time

6. The Moral Chasm Between Israel and Hamas; The 3-mile-long tunnel from Gaza was designed for launching murder and kidnapping raids

7. Siemens: Fixing the German dynamo; Joe Kaeser is transforming Siemens’s structure; changing its culture will be harder

Asia Pacific

1. (China/Energy) – Inside Xi Jinping’s purge of China’s oil mandarins

2. (Thai) – Former Thai premier Yingluck meets, hugs brother Thaksin at Paris

3. (Taiwan) – Taiwan wants to become an international financial center, but its regulators keep undermining that ambition. The latest example is a threatened prosecution of short-seller Glaucus who reported about suspicious accounting at Asia Plastic

4. (Macro/China) – Ethiopia Becomes China’s China as Shoe Workers Chant in Mandarin

5. Super Rich Indians now invest in Equity and Donate more; India’s rich lie in three segments – Inheritors, Entrepreneurs and Professionals

6. Japan’s eel farmers face state regulation to manage new extinction risk

7. Lotte World Adventure theme park has organized the special event, the nighttime multimedia parade and show “Let’s Dream”, in commemoration of its 25th anniversary, which fell on July 12

8. (Korea) – Experts agree on Choi’s grim outlook; Finance Minister Choi Kyung-hwan voiced concern that the Korean economy may follow in the path of Japan at the start of its so-called stagnant “lost two decades.”

9. (Korea) – Korea’s pension fund NPS stake in top 500 firms valued at $66bn; Stakes in Samsung and Hyundai Motor groups took up 47% of the total investment, and close to 70% when adding stakes in SK, LG and Lotte groups

10. (Korea) – Too much money held by South Korean large companies has led to an absurd situation in which their request to put the money into banks is often turned down for fear of negative margin

11. (Korea) – Over 70% LTV ratio Korean mortgages total $36 bn, two-thirds come from non-banks

12. (Korea) – South Korea Plans $40 Billion Stimulus to Tackle Weakening Growth

13. (China/HK/Consumer) – McDonald’s takes chicken nuggets off menu in Hong Kong amid food scare

14. (China/India) – India’s Chinese Dream

15. (China) – China meat supplier faced claims last year over unethical work practices

16. (Isia/Spore) – Indonesians living in Singapore can soon remit money using cellphones

17. (China) – Buyers and Brands Beware in China; The political realities behind the latest tainted food scandal

18. (China) – Beijing Has Top-Secret View of China’s Employment; the official unemployment rate-4.08% at last measure-is widely seen as useless as it barely budges in good times and bad


1. The importance of patience and the danger of information overload

2. The Highest-Paid Woman in Corporate America Is A CFO

3. How Internal Entrepreneurs Can Deal with Friendly Fire; You, your boss, and your organization can each be in one of four modes: Make It Happen (Make), Help It Happen (Help), Let It Happen (Let) or Keep It from Happening (Keep)

4. Don’t Let Your Head Attack Your Heart

5. Choose your parents wisely: There is a large class divide in how Americans raise their children. Rich parents can afford to ease up a bit; poor parents need help

6. Helicopter parents: Relax, your kids will be fine; Middle-class parents should give their children more freedom

7. 7 Everyday Phrases With Sinister Origins

8. 17 Things Successful People Never Say

9. The 12 Best Books The Marine Corps Wants Its Leaders To Read

10. 12 Simple Ways To Be More Interesting


1. New Google Project Seeks to Define Healthy Human; Google has embarked on what may be its most ambitious and difficult science project ever: a quest inside the human body.

2. How MasterCard became a tech company; Four years after taking the helm, CEO Ajay Banga has turned the payments processor into an innovator. The stock’s response? Priceless

3. (Tech/Healthcare) – Can Big Data cure cancer?

4. Lessons from Jeff Weiner, LinkedIn’s Networker-in-Chief

5. Apple could become “obsolete” in two years because the technology sector is so competitive, according to one hedge fund boss.

6. Facebook is no longer a social network. It’s the world’s most powerful news reader

7. Meal-Delivery Startups Look for Winning Recipe; Plated, Blue Apron Use Data to Focus on the Details; Measuring Demand for Crunchy Tofu

8. (China/Tech) – Qualcomm’s China Hang-Ups

9. Hot Employer Stocks Could End Up Burning Some Young Tech Tycoons; The Lesson of One-Time Highfliers Such as Is to Diversify Your Holdings

10. These Smart Shoes Will Make Sure You Never Get Lost Again


1. Ford’s Epic Gamble: The inside story

2. Is T.J. Maxx the best retail store in the land? The off-price chain has built a fantastically loyal following. How have they done it? We got inside the playbook of parent company TJX

3. Loblaw’s fresh approach giving it a big edge in heated grocery battle

4. How adult diapers became paper-giant Domtar’s future (because they’re also yours)

5. A Game of Golf? Not for Many Millennials; A drop in participation rates and disinterest among young people, particularly millennials, have sent both the retail and sporting ends of the business scrambling for a new strategy

6. Burger King’s 33-Year-Old CEO Is Completely Reshaping The Company


1. (Tech/Healthcare) – Can Big Data cure cancer?

2. Beggar-Thy-Neighbor Medicine; A $1,000 pill ignites an ObamaCare war of all against all.

3. When Hospitals Buy Clinics, Prices Go Up

4. Patients’ reviews: DocAdvisor; Patients around the world are starting to give doctors a piece of their mind. The result should be better care

5. Mental illness: Some needles in the haystack; A consortium of researchers has shone a powerful light on schizophrenia

6. Clinical trials: The nation is losing its grip on a valuable industry

Investing Process

1. Do value stocks protect in market corrections?

2. Research – Large shareholders and disclosure strategies: Evidence from IPO lockup expirations


1. Bolivia’s Battery Ambitions; The country’s vast salt flats contain half of the global reserves of lithium


1. Securities Lending, Empty Voting and Corporate Governance



Increase Revenue or Reduce Expenses: Which Is More Effective

Increase Revenue or Reduce Expenses: Which Is More Effective

Running a successful business is a challenge not to be taken lightly. There is a considerable amount of issues to factor in, including short-term viability and long-term success. In general, you should carefully examine every important business decision to make sure it serves a short-term requirement, while at the same time keeping alignment with long-term company goals and values.

Businesses are being put under an enormous amount of pressure to increase profits regardless of the accompanying economic climate. To be able to deliver on this requirement companies need to tackle the challenge in two fronts:

  1. Increase Revenue

All companies sell some sort of good or service. To increase the amount of money coming in there are various alternatives that complement each other. The first one is to generate more money from existing customers. This can be accomplished either by upselling or cross selling. Another alternative is to increase the price of the current product. This approach poses a problem if demand is too elastic and an increase in price generates a drop in demand. A third option is to enter new markets with the current product line. This is possibly the most promising alternative and as such it should be the one that receives more attention and resources. To achieve the exponential growth businesses seek, entering new markets is a very efficient way of reaching a larger customer base. A side effect is the creation of economies of scale that in turn reduce spending to increase profits even more. You can learn more about entering new markets in this informative <a href=””>article</a&gt;.

  1. Reduce Expenses

Even though rising revenues is by far the best approach to increase profits, since the limit up to which they can be increased depends on how big the market is, the other side of the profit equation is very important to manage as well. All things being equal, a decrease in expenses will translate into an immediate profit increase. The strategies by which expenses can be reduced vary greatly depending on the type of business and its cost structure. For labor-intensive companies, ensuring optimum staff levels might be the way to go, while for manufacturing companies an improved production process or vendor negotiation could have a bigger impact. One area where the majority of businesses can get an instant expense cut is by running their operations from an executive office suite. Since common area expenses are shared amongst various tenants, and space is optimized for the current workforce (no idle work stations for growth – they are procured and paid for as needed), the expense reduction starts from the day you move in to one of these spaces. Companies like <a href=””>Officelist</a> specialize in finding the perfect space to match business needs and reduce current expenses in the process. Another benefit is that these setups come already furnished, eliminating the cost of outfitting the space.

So there you have it. Increasing revenues and reducing expenses. In order to promote growth and alleviate the pressure to increase profits, every manager or C-Level executive should be focused on these two areas of their business.


Credit to Jessica for the article. She can be contacted at

Morning Bamboo Insight: 25 Jul 2014

Morning Bamboo Insight: 25 Jul 2014


1. Rethinking Buybacks: To earn a “return” on stock buybacks, you need a more sophisticated message and better execution

2. Uncovering Cash and Insights from Working Capital; Companies that improve the performance of their working capital can generate cash and see benefits far beyond the finance department.

Asia Pacific

1. (Korea) – Lotte’s power transition set in motion; More than 10 affiliates of Lotte Group exchanged part of their shares with each other in a move to streamline their cross-share holding structure ahead of the implementation of a law banning it

2. (Korea) – The listed units of Korea’s top 10 conglomerates paid less than 1% of their profits as dividends last year

3. (India) – Biba Apparels: Redefining Ethnic Wear For Indian Women

4. (HK) – Why HK’s ‘donationgate’ is a big deal; The “Donationgate” dogging pan- democrats and their financial backer, Jimmy Lai Chee-ying, bears all the hallmarks of a Rashomon script.

5. (China) – Daqing oil workers push kids to follow in their footsteps

6. (India) – Milltec Machinery: Spreading Wings With Rice Mill Machines

7. (India) – SH Kelkar & Co: Infusing Fragrance In Lives

8. (India) – Magicrete: Building An Alternative Reality; Sourabh Bansal’s concrete units have the potential to disrupt the traditional construction material market

9. (Myanmar) – Burmese Tycoon Tay Za Under Scrutiny

10. (Spore/HK) – ARA Asset Management’s John Lim See Real Returns With Li Ka-shing

11. PTC Industries: Casting magic with metal; The Agarwals invested in unique technology for their foundry to attract A-list international clients

12. (Spore) – Singapore’s 50 Richest Score Big Gains Amid Buying Binge

13. (Spore) – Singapore’s Goodpack Founder David Lam Awaits Payday from Private Equity Deal

14. (Asia) – Asia’s Best Under A Billion; Discovering Asia-Pac’s ‘Sustainably’ Profitable SMEs

15. (India) – India’s Time For Growth

16. (Spore) – Billionaire’s Playground: Singapore Is The Most Expensive City Globally

17. (China) – Food Safety in China Still Faces Big Hurdles

18. (Korea/Consumer) – Paris Baguette, Korea’s largest bakery chain owned by SPC Group, opened its first store in the heart of the French capital, a move it had long desired during its 26 years of operation|home|newslist2

19. (Korea) – It’s dividend time, Korea; The local business sector and stock market is abuzz over the new finance minister’s hint of a punitive tax on large companies sitting on piles of cash reserves

20. (China) – Chinese Appliance Giant Haier Decides Its Future Is to Think Small; Haier Group creates large number of micro companies to jump into a range of businesses, from films and finance to manufacturing and delivery

21. (China) – Wenzhou’s real estate bringing down an economic heavyweight

22. (China) – Chasing China’s high-profile criminals across the world

23. (China) – Expired meat scandal in China seems a systemic problem

24. (China) – Golden toad offends former Chinese president; One of Beijing’s prime summer tourist attractions has become a grotesque embarrassment after someone noticed its resemblance to Jiang Zemin


1. Here’s The Number One Mistake That Kills Startups, According To Ben Horowitz

2. 21 Quotes From Bill Gates That Take You Inside The Mind Of The World’s Richest Man

3. This Mindset Can Prevent You From Succeeding At Work

4. As full-time pastors become a thing of the past, more and more seminary grads are taking on secular jobs to supplement their incomes

5. How ‘Moral Licensing’ Ruins Your Diet, Savings, And Long-Term Goals

6. Meet The 22-Year-Old Student People Are Calling ‘The Italian Mark Zuckerberg’

7. The Promise of 100% and Finding Fortune at the Bottom of the Pyramid

8. With the Blessing of Bill Gates, “Business Adventures” Becomes an Unlikely Summertime Best Seller

9. A Motivational Speech From The Greatest Entrepreneur, Muhammad Ali

10. Tech Leaders Tell Interns What They Wish They Knew At Age 20

11. The Modernization Of Computer Science Education: enabling students to focus on a particular project to build a skill set applicable to the real-world today

12. People Hate Bankers Because People Are Ignorant

13. The 9-to-5 workday is practically an invitation to ethical lapses. Here’s why. We are more likely to lie and cheat when we are tired

14. An Idiot’s Guide to Inequality; If you don’t have time for Thomas Piketty’s comprehensive best seller, here’s a quick five-point take on the gap between the rich and poor

15. Robert Sutton’s Guide to Excellence; The Stanford professor’s latest research explores the practices that enable companies to scale what they do best


1. (Australia/Tech) – Australia’s Seek Takes Online Job Search Abroad (Seek Zhaopin)

2. (India/Tech) – KPIT: An Indian Tech Company With An Auto Focus

3. Open Source and the Challenge of Making Money

4. (China/Tech) – China set to retain position as top e-commerce market

5. China/Tech) – Xiaomi faces hurdles on path to international expansion


1. Acetaminophen No Better Than Placebo for Back Pain; About two-thirds of adults have lower back pain at some point in their lives, and most are told to take acetaminophen


1. Let Our Oil and Gas Go: America Should Rescind the Ban on Crude-Oil Exports

2. Four reasons why US fracking could turn out to be a bubble


Evening Bamboo Insight: 24 Jul 2014

Evening Bamboo Insight: 24 Jul 2014


1. How Dashboards Can Help CFOs Manage Risk; Dashboards, listening posts and other risk-sensing tools can help finance chiefs grasp how stakeholders perceive the strategic risks their companies assume

2. Why the Wolf of Wall Street’s ‘Sucker List’ Won’t Be Released to ‘Inside Edition'; Financial criminals go to great lengths to hunt down and size up their prey, but to the con man, nothing can top the “sucker list” of people

3. Calpers Pulls Back From Hedge Funds; California Pension Fund to Cut Investments by 40%

4. The Lingering, Hidden Costs of the Bank Bailout; Why is growth so anemic? New economic activity has been discouraged. Here are some ways to change that

5. The U.S. airline industry’s newfound health is breeding something not seen in years: a flock of startups. All share an optimism that they can defy the odds in an industry that has seen 77 bankruptcies in the 20 years

6. North Korea’s business guides; Pyongyang is enlisting tutors in the techniques of modern management

7. The spin-offs that followed Air Canada’s bankruptcy; Strategy created value but stripped airline of an economic engine

8. Bricks come loose from StanChart tower amid whispering campaign; Investors and insiders point to bank struggling to adapt

9. Pepsi to Nescafe Boycotted by Mumbai Muslims for Being ‘Israeli'; “For us, Coke and Pepsi is human blood. They are financing the war against Palestine.”

Asia Pacific

1. (China) – Young workers dying in their sleep in ‘world’s factory’ in Dongguan, China

2. (China) – ‘Family corruption a new trend in Guangzhou’

3. (China) – As credit dries up, troubled Chinese steel makers lose lifeline

4. (China) – McDonald’s CEO: ‘deceived’ by audit of China meat plant

5. (China) – Homeowners abandon properties as prices plunge in Wenzhou

6. Long-derided Docklands acknowledged as economic powerhouse; For more than a decade Melbourne has derided Docklands as a failed planning experiment

7. (Australia) – Aussie supermarket giant Woolworths has been forced to stop using the word ”banking” in the marketing of its financial services after it fell foul of regulators

8. (China) – China Seals Off Yumen City After Outbreak Of Bubonic Plague

9. (Myanmar) – Has the ‘Frontier’ Economy’s Time Finally Arrived?

10. (Vietnam) – Starbucks seeks to expand in cafe-clogged Vietnam

11. (China) – Beijing’s Real Anticorruption Goal; Xi Jinping can’t eradicate graft, but he can try to avoid an uproar over SOE reform

12. (India) – India to Use ETFs to Sell State Shares Again

13. (India/Macro) – Revealed: The India-Israel Axis; A burgeoning strategic partnership with Israel matters more to India than reflexive solidarity with the Palestinian cause

14. (India) – Western anti-capitalists take too much for granted: India’s ‘untouchables’ are being emancipated by economic growth

15. (China) – Why China’s hunt for tigers and flies is bound to fail

16. (Isia) – Teatime with an Indonesian sultan: After decades of slumber, local sultanates and kingdoms are being kissed back to life by political decentralization

17. China’s second-half rally becomes an annual event

18. (HK) – Swatch warns over uncertain Hong Kong outlook

19. (Isia) – Prabowo Calls on World Leaders to ‘Withhold Congratulatory Statements’ to Jokowi

20. (Isia) – Jokowi Promises to Make Life Easier for Investors; Jokowi’s humble “I’m just like the rest of you” style has made him the country’s most popular politician and it is an image he is careful not to lose


1. Tips on Crafting a Popular Newsletter, from Top Newsletter Authors

2. No One Should Have to Choose Between Caregiving and Work

3. How Google’s Larry Page became a responsible entrepreneur; Four early influences helped shape the Google CEO’s world view and turn him into a change agent

4. Dogs do experience jealousy, according to a new study. And their motivations might teach us about our own

5. PBS Interview with Peter Lynch; Lynch ran Fidelity’s Magellan Fund for thirteen years (1977-1990). In that period, Magellan was up over 2700%. He retired in 1990 at the age of 46

6. MagicJack Founder Dies Of Sudden Heart Attack

7. Zoo makes wild fashion statement with lion-ripped jeans

8. Behind every great entrepreneur is an even greater PA

9. The Most Powerful F Word In Leadership


1. It’s not TV that Rupert Murdoch wants: It’s HBO

2. It’s Time to Split Up Microsoft

3. It’s Worth What!? Pressure-testing Companies with Sky-high Valuations

4. Will Consumers Be Sold on an eBay-Sotheby’s Collaboration?

5. (Tech/China) – Qualcomm struggles to collect royalties in China

6. (Asia/Tech) – Apple iPhone Rollout Boosts Asia’s Component Makers; Apple Suppliers in Japan, Taiwan and South Korea Raise Forecasts Ahead of Expected New iPhone Launch

7. (Healthcare/Tech) – Surgical Robot Fails to Show Advantages in Treating Bladder Cancer; Study Compares Intuitive Surgical’s da Vinci Device to Traditional Surgery

8. (Media/Tech) – Murdoch’s bid for Time Warner threatens the golden age of television; The fact that once-dominant cable companies face new online and digital competition is good

9. (Japan/Tech) – Sega vs Nintendo: a review of Console Wars by Blake J Harris; A 1990s battle that could offer lessons for today’s smartphone makers

10. Content marketing: turn website visits into sales through the medium of video


1. Bill Gates and Warren Buffett’s favorite book: Business Adventures 12 Tales from the World of Wall St (Full Book)


1. Volatile Brew: Price-Matching and Social Media; A Dollar General Discount Spurs Backlash at Wal-Mart and Target


1. (Healthcare/Tech) – Surgical Robot Fails to Show Advantages in Treating Bladder Cancer; Study Compares Intuitive Surgical’s da Vinci Device to Traditional Surgery

2. Hepatitis C Pill Rockets Gilead Into Big Leagues; Biotech’s Promising Treatment Continues Its Historic Drug Launch

Investing Process

1. Importance of ROIC: Compounders and Cheap Stocks

2. How Companies in Emerging Markets Are Winning at Home

3. Long-term returns boosted by illiquidity: The less liquid a stock, the better it will perform over time

4. The Evolution of Value Investing: Past, Present and Beyond


1. Oil traders hearing contango music again. Not loud yet


Get every new post delivered to your Inbox.

Join 774 other followers

%d bloggers like this: