Evening Bamboo Insight: 4 Sep 2014
September 4, 2014 Leave a comment
Evening Bamboo Insight: 4 Sep 2014
Macro
- Why Bill Gates And Warren Buffett Are Railroad Rivals
- Watch out for companies splashing cash; They are underperformers, in company with cash hoarders
http://www.ft.com/intl/cms/s/0/002613f4-336d-11e4-9607-00144feabdc0.html#axzz3CKD4katP
- With Wikistrat, crowdsourcing gets geopolitical; A consultancy is trying to out-forecast intelligence agencies
http://www.ft.com/intl/cms/s/0/f3eb8908-2f9c-11e4-83e4-00144feabdc0.html#axzz3CKD4katP
- Germany’s taxis should not triumph over Uber; The problem is not that cabs are endangered but overly protected
http://www.ft.com/intl/cms/s/0/3ea68e1e-3350-11e4-85f1-00144feabdc0.html#axzz3CJRZCGQy
Asia Pacific
- (China) – Q. and A.: Ren Jianming on the Fight Against Corruption in China, and His Own Solution
- (Msia) – Najib: ‘Every citizen has a place under the Malaysian sun’
http://www.thestar.com.my/News/Nation/2014/09/04/Najib-1Malaysia/
- (China) – China Auto Industry Revved Up over Reports Rules for Imports May Change
http://english.caixin.com/2014-09-02/100724270.html
- (Korea) – Kumho brothers at each other again; Kumho Petrochem Chairman Park Chan-koo has asked local prosecutors to investigate his older brother and the chairman of Kumho Asiana Group, Park Sam-koo, for breach of trust.
- (Australia) – It’s change or die for Australia Post
- (HK) – HK University’s Law Professor Benny Tai leads fight for Hong Kong democracy, vows to push ahead with a Gandhi-style civil disobedience campaign
http://www.ft.com/intl/cms/s/0/a6927d22-335e-11e4-9607-00144feabdc0.html#axzz3CKFccaxE
- (China) – Wheels come off China’s bike-share schemes
http://www.ft.com/cms/s/0/815c5378-33e2-11e4-85f1-00144feabdc0.html#axzz3CKFccaxE
- (China) – China fraud unit questions Morgan Stanley arm over ‘princeling’
http://www.ft.com/intl/cms/s/0/4debfe4e-336a-11e4-9607-00144feabdc0.html#axzz3CKD4katP
- (China) – China fraud unit questions Morgan Stanley arm over ‘princeling’
http://www.ft.com/intl/cms/s/0/4debfe4e-336a-11e4-9607-00144feabdc0.html#axzz3CKD4katP
- (India) – India CEOs Look For Ways To Get Manufacturing Back On Growth Track
http://forbesindia.com/printcontent/38549
- (Korea) – Helping a Korean Electronics Giant Stay Nimble; feature of Young Sohn, President and Chief Strategy officer for Samsung Electronics
Life
- If This Company Succeeds, We Won’t Be Fighting About Reclining Airline Seats
- 7 Hard Truths About Life That People Don’t Like To Admit; The world is full of suffering.
http://www.businessinsider.sg/hard-truths-people-dont-like-to-admit-2014-9/#.VAgRtPmSxqU
- If You Can Solve This Math Problem, You’ll Get A $1 Million Prize, And Change Internet Security As We Know It
http://www.businessinsider.sg/p-vs-np-millennium-prize-problems-2014-9/#.VAgPm_mSxqU
- History channel’s miniseries are finding a happy medium between actual history and mindless entertainment
- It’s draining men (and women): how staff loyalty took plumbing firm Cooke & Dowsett to nationwide success
- “If you can get good at destroying your own wrong ideas, that is a great gift.” – Charlie Munger
http://awealthofcommonsense.com/charlies-munger-becoming-better-investor/
- Five Tips That Will Free You From Mediocrity
http://www.forbes.com/sites/theyec/2014/09/03/five-tips-that-will-free-you-from-mediocrity/print/
- Jeffrey Katzenberg: ‘Do good — just don’t do too good’
http://fortune.com/2014/09/03/jeffrey-katzenberg-do-good-just-dont-do-too-good/
TMT
- (China/Tech) – WeChat and third-party Android app stores: How China’s mobile ecosystem is different from the West
- (China/Tech) – PPTV, a former industry leader, is slowly getting carved up among investors as it is forced to scrap some of its most promising new products.
http://www.youngchinabiz.com/en/pptv-carve-up-continues-as-crackdown-bites
- (China/Tech) – MIT professor looks into Baidu’s big data strategy
http://news.xinhuanet.com/english/china/2014-09/03/c_133617691.htm
- (China/Tech) – Baidu is a fixture of online life in China, but it wants to become a global power. Can one of the world’s leading artificial intelligence researchers help it challenge Silicon Valley’s biggest companies?
http://www.technologyreview.com/featuredstory/530016/a-chinese-internet-giant-starts-to-dream/?
- (Tech) – The Met Plans To Become The Most Digitally Influential Museum In The World
http://www.businessinsider.sg/digital-strategy-at-the-met-2014-9/#.VAgRV_mSxqU
- Salesforce.com Exec: ‘We’re Gonna Suck The Life Out Of’ Microsoft
http://www.businessinsider.sg/salesforce-exec-challenges-microsoft-2014-9/#.VAgQ_fmSxqU
- Google Glass supplier to develop new smart glasses with French firm
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140904000040&cid=1206
- (Korea/Tech) – Korean Gov’t reduces online verifications; Koreans, foreigners must only enter name and address to shop
http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994496
- Why Apple’s mobile-payments system might actually work
http://qz.com/258475/why-apples-mobile-payments-system-might-actually-work/
- Arrowgrass Capital, the $5bn London hedge fund, is planning to develop an electronic invoicing service in the latest move into disruptive financial services businesses by alternative investors
http://www.ft.com/intl/cms/s/0/75156dcc-3381-11e4-85f1-00144feabdc0.html#axzz3CKD4katP
Consumer
- Luxottica’s board revamp exposes Renzi’s old concerns
http://www.ft.com/intl/cms/s/0/d155313c-3343-11e4-85f1-00144feabdc0.html#axzz3CJRZCGQy
Healthcare
- Letting Foreign Investors Open Wholly Owned Hospitals Hardly a Cure-All; The reform would not fix the big problems facing the health care industry and might not even appeal to the facilities’ backers
http://english.caixin.com/2014-09-02/100724274.html
Investing Process
- Shenguan Holdings (0829), a mainland- based sausage-casing maker, has been accused by short-seller Emerson Analytics of exaggerating revenue and concealing high costs of raw materials
http://www.reuters.com/article/2014/09/04/china-shenguan-idUSL3N0R464G20140904
- Canada watchdog says Sino-Forest execs deceived investors
http://www.reuters.com/article/2014/09/02/sino-forest-regulator-canada-idUSL1N0R32DF20140902