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Political Incentives to Suppress Negative Financial Information in China? Moat Report Asia: Bamboo Innovator Insight

The following article is extracted from the Bamboo Innovator Insight weekly column blog related to the context and thought leadership behind the stock idea generation process of Asian wide-moat businesses that are featured in the upcoming monthly Moat Report Asia. Fellow value investors get to go behind the scene to learn thought-provoking timely insights on key macro and industry trends in Asia as well as benefit from the occasional discussion of potential red flags, misgovernance or fraud-detection trails ahead of time to enhance the critical-thinking skill about the myriad pitfalls of investing in Asia at the microstructure- and firm-level.

  • Political Incentives to Suppress Negative Financial Information in China? Sep 4, 2013 (BeyondProxy, Moat Report Asia)

Political Incentives to Suppress Negative Financial News

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China Cash Crunch 2: Just When You Thought It Was Safe to Go Back in the Markets

September 5, 2013, 2:15 PM

China Cash Crunch 2: Just When You Thought It Was Safe to Go Back in the Markets

Could June jitters in China’s money market be followed by a September shudder? The causes of the June cash crunch that pushed short-term borrowing rates close to 30%, triggering a sell-off in the mainland’s equity and bond markets, were complex. But analysts break it down into five main factors. Some of them look set to return.

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How to Let 999 Flowers Die: For innovation to flourish, variation must go hand in hand with selection

August 27, 2013

How to Let 999 Flowers Die

For innovation to flourish, variation must go hand in hand with selection.

by Freek Vermeulen

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Illustration by Sam Brewster

When it comes to innovation, most executives place a high value on variation. They set up formalized systems that encourage employees to generate ideas and submit them to their superiors. Even firms without a formal mechanism frequently empower their people to experiment without fear of punishment for failure. This approach is based on the knowledge that innovation is often a bottom-up process: Managers should cultivate many promising seeds to let a thousand flowers bloom. Read more of this post

Five Principles to Turbocharge Innovation

Posted: August 2, 2013

Eric McNulty is the director of research at the National Preparedness Leadership Initiative and writes frequently about leadership and resilience.

Five Principles to Turbocharge Innovation

Why do some teams consistently come up with great new ideas while others languish with little to show but time around a table? How do some organizations operate nimbly in the face of fast-evolving markets while others freeze like deer in headlights? What can you do, as a leader, to build positive, productive energy that fuels creative thinking and breakthrough innovation? I recently had the pleasure of spending two days at The City Resilient, a conference and design charrette hosted by PopTech, an organization known for convening in-person gatherings of innovators, along with the Rockefeller Foundation and others interested in resilience. As PopTech founder Andrew Zolli noted, every person present in the diverse, hand-picked group had great expertise and could be a keynote speaker at most conferences. However, the members of this group hadn’t been convened to lecture, but rather to tackle a vexing problem in short order: creating cities that could survive the stresses of the 21st century, from extreme weather to income inequality. They were charged with working together to actually get something done. Read more of this post

Bill Gross latest monthly: “Why invest in financial or real assets if bond prices could only go down, and/or stock prices could no longer be pumped up via the artificial steroids of QE?”

September 2013

Seventh Inning Stretch

William H. Gross

They say that reality is whatever you wish it to be and I suppose that could be true. Just wish it, as Jiminy Cricket used to say, and it will come true. Reality’s relativity came to mind the other day as I was opening a box of Cracker Jacks for an afternoon snack. That’s right – I said Cracker Jacks! I can’t count the number of people who have told me during the seventh inning stretch at a baseball game to make sure I sing Cracker Jack (without the S) because that’s what the song says. I care not. No one ever says buy me some “potato chip” or some “peanut.” How about a burger and some “french fry?” In all cases, the “s” just makes it flow better. My reality is a box of Cracker Jacks, and I think little sailor Jack on the outside of the box would be nodding his approval if he could ever come to life, which maybe he can if the stars are aligned and reality is whatever we wish it to be. Read more of this post

New Hampshire Hospital May Have Exposed Patients To An Incurable, Terrifying Brain Disease; This disease-causing protein isn’t killed by standard sterilizing methods. Even sterilized tools can still transit the disease

New Hampshire Hospital May Have Exposed Patients To An Incurable, Terrifying Brain Disease

JENNIFER WELSH SEP. 4, 2013, 7:58 PM 4,951 6

There’s a small chance that thirteen patients in and around New Hampshire were exposed to an extremely rare, terrifying, and deadly degenerative brain disease known as Creutzfeldt-Jakob, according to  a state health official announcement Wednesday. The potential contamination was announced after a patient that “likely had the disease” underwent brain surgery at Catholic Medical Center in Manchester, N.H., and later died from the disease.  The surgical instruments were washed using standard washing techniques and reused between May and August on eight other brain surgery patients at the center, and possibly five elsewhere. This disease-causing protein, however, isn’t killed by standard sterilizing methods. Even sterilized tools can still transit the disease. Read more of this post

Cheap Diving Lures Singaporeans as Ringgit Falls: Southeast Asia

Cheap Diving Lures Singaporeans as Ringgit Falls: Southeast Asia

The ringgit’s descent to a 15-year low against the Singapore dollar is luring tourists and property-buyers from the city-state, providing relief as Malaysia’s economic growth slows.

In the past three months, the ringgit has lost 5.8 percent against the greenback and 4.1 percent versus the currency of Singapore, which accounted for 52 percent of overseas visitors last year. Malaysia’s current-account surplus shrank 70 percent in the second quarter, while Singapore’s widened 28 percent, helping fuel a selloff in the nation’s assets by overseas investors preparing for the Federal Reserve to reduce stimulus. Read more of this post

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