Evening Bamboo Insight: 14 Jul 2014

Evening Bamboo Insight: 14 Jul 2014


1. Industrial conglomerate Johnson Controls is wheeling and dealing its way into more-profitable businesses; founded in 1885 BY Warren Johnson, inventor of the thermostat, JCI strives to provide power and comfort in eco-friendly ways

2. How capital captured politics; WikiLeaks has shown us that western democracies are now ruled by market forces that debase the very notion of freedom

3. As some high-risk assets take a hit, investors fear worse is to come

4. Private equity: A fee too far; Regulators are probing conflicts of interest and high fees charged by fund managers to the companies they own

5. What central banks should do to deal with bubbles; It is a mistake to view macroprudential regulation as a potent independent policy tool

6. Fortunes of wealthiest French keep growing; Corporate success abroad is main driver behind 15% rise

7. Turbine makers adapt to winds of change

8. Regulators, Traders Are Out of Sync; As trading hits warp speed, market cops have a growing headache: Clocks can’t always keep up

9. In Canada, a Central Banker’s Unusual Approach; Head of Bank of Canada Looks Beyond Economic Models for Clues

10. Railroads’ Gravy Train Heads for a Bump

11. For Fed, Raising Rates Won’t Be Easy; Central Bank’s Old Method Won’t Work Anymore

12. The Government Bond Racket; Regulators figure out that sovereign debt isn’t risk free.

Asia Pacific

1. (Myanmar) – Mandalay’s Chinese Muslims Chilled by Riots

2. (China) – China detains prominent financial TV anchor in what appears to be the latest target in a corruption crackdown

3. (Isia) – Ruminating on Indonesia’s Future Amid Uncertainty

4. (China/Consumer) – Pizza Express sells for £900m to Chinese investment group

5. (Taiwan) – Taipei ranked world’s 61st most expensive city for expats Vs HK 3rd, Singapore 4th, Zurich 5th, Geneva 6th

6. (China) – Chen Xiaoxin, grandson of Communist Party ‘immortal’ Chen Yun

7. (Japan) – Economic reform is the key to fixing the Japanese constitution; With fresh challenges emerging it is crucial to give the people a bigger say

8. (Korea/Tech) – Owen Mahoney of Nexon: a US geek at the helm of a Japanese game developer

9. (Msia) – Analysts query logic of Malaysia three-way bank merger

10. A flight less ordinary: How Air New Zealand became Australasia’s most profitable airline

11. (China) – World Bank Pens a Paean to China’s Low-Cost, High-Speed Trains

12. (China/Consumer) – Chinese Buyer Taps Into Coconut Water Craze; Owner of Vita Coco Is Selling a 25% Stake in the Top-Selling U.S. Brand to Beijing’s Reignwood

13. (China/Consumer) – China’s Wine Market Shifts Toward Entry Level; Crackdown on Lavish Gift-Giving Sours High-End Segment, But Lower Priced Wine Is in Bloom

14. (India) – India Finance Minister: Public Might Not Be Ready for Broad Overhauls; Jaitley Philosophy Seems to Clash With That of Prime Minister Modi


1. Unspoiled Children, No Rod Needed; How Parents Can Be Generous Without Turning Children Into Entitled Little Terrors

2. Chinua Achebe on the Meaning of Life and the Writer’s Responsibility in Society

3. Buddhist Economics: How to Stop Prioritizing Goods Over People and Consumption Over Creative Activity

4. Forget The “To-Do” List, You Need A ‘Stop Doing’ List

5. Sir William Osler: A Way of Life; “Our main business is not to see what lies dimly in the distance, but to do what lies clearly at hand.”

6. The Uses Of Being Wrong

7. How to Talk About Pain: Modern medicine has impoverished the language we use to describe our suffering

8. All Children Should Be Delinquents? It’s how they learn right from wrong

9. How a conversation with Warren Buffett led to a hit tequila

10. Back from Bankruptcy: The Billion-Dollar Families Whose Fortunes Survived Near Brush With Death

11. Beethoven Used This Strategy To Keep Creative Ideas Flowing

12. A Dozen Things I have Learned from Jeff Bezos

13. Sigmund Freud, the Never-Ending Storyteller

14. Superintelligence: Paths, Dangers, Strategies, by Nick Bostrom; In ‘Superintelligence’, Nick Bostrom argues that we need to endow robots with human values

15. The Vatican bank: Managing Mammon; A shake-up of Catholic finances

16. How confidence boosts motivation

17. The Corruption of Peer Review Is Harming Scientific Credibility


1. The huge exposure Univision has received from the World Cup shows how the growth of America’s Hispanic population is reshaping the media landscape

2. From Obamacare to Marks & Spencer: when websites go wrong

3. Cybercrime: Hackers Inc; Cyber-attackers have multiplied and become far more professional

4. A special report on cyber-security


1. How American Apparel fell into ‘dangerous trap’ of retail expansion hype

2. Michael Kors Should Study Coach’s Errors; Same-Store Sales Have Tumbled for Coach; Kors Is Gaining Market Share

3. A Tobacco CEO Who ‘Vapes’ Could Alter the Industry; As Reynolds Talks With Lorillard, Susan Cameron Is Known Exploring New Avenues


1. Key to Detecting Alzheimer’s Early Could Be in the Eye





Morning Bamboo Insight: 14 Jul 2014

Morning Bamboo Insight: 14 Jul 2014


1. How Overvalued Markets Translate Into Lower Returns; The stock market isn’t poised to match its long-term annualized average return of around 10%.

2. Investing in retirement: The $15 trillion question; Many retired people don’t have proper pensions any more. The financial-services industry may end up cashing in

Asia Pacific

1. (China/India) – India and China – clash of the titans

2. (Isia) – ‘Puppet President’ Fears Unfounded, Observers Say

3. (Myanmar) – Generals fail to market Myanmar; Three years after Myanmar’s ruling generals shed their uniforms and propelled the country on an ambitious journey toward democracy, security forces are back on the streets of the former military dictate

4. (China/Consumer) – Not even China can drink enough milk to prevent the coming global glut

5. (China) – Many of the nouveau riche in China made their fortunes illegally


1. Bill Gates’s Favorite Business Book; John Brooks’s 1960s collection ‘Business Adventures’ still offers many insights into running a strong business

2. Book Review: ‘How the Bible Became Holy’ by Michael L. Satlow; Jews cherished scripture as one of the few things that allowed them to endure and transcend alien hegemony

3. Can books cross borders? Have we arrived in an era of global literature, or is it important that writers share a common language, culture – or at least context – with their readers?

4. The dissolution of the Soviet Union; Ukraine’s role and how Mikhail Gorbachev, George HW Bush and Boris Yeltsin were resistant to the break-up

5. Schumpeternomics: Gotta’ keep on learning

6. (Msia) – Story behind CIMB merger plan; With Islamic finance gaining global acceptance, it’s only natural to set up the biggest Islamic bank in Malaysia. More M&As ahead in the banking sector?

7. The Trouble With Brain Science; It’s not just that we lack answers. We don’t even agree on the questions

8. American Apparel Is a Lesson in How Not to Run a Company

Investing Process

1. Cynk Technology’s Valuation Defied Gravity Without Revenue, Rousing SEC; Market Capitalization Shot Up to $6 Billion; Regulator Flags ‘Potentially Manipulative Transactions’

2. Short sellers, beware – the price also rises; The Gowex case focuses on the ethics of raising doubts, writes Izabella Kaminska


Evening Bamboo Insight: 13 Jul 2014

Evening Bamboo Insight: 13 Jul 2014


1. Philips: Lights out; The Dutch electronics firm restructures, yet again; In the early 1980s the company that had invented the rotary shaver

2. Junk-Rated Loans Could Incur Big Losses: OCC Comptroller; Should the economy come under stress, a large number of leveraged loans could default and cause record losses, according to one banking regulator.

3. UK banks may have to hold more capital than under global rule

4. A Cash Headache for Companies

5. (Taiwan/Tech) – TSMC Starts Shipping Microprocessors to Apple; After Samsung Dispute, the iPhone and iPad Maker Seeks to Diversify Suppliers

Asia Pacific

1. Japanese electronics firms: Eclipsed by Apple; Electronics companies in Japan are starting to turn themselves around, but they are a shadow of their former selves

2. (China/Tech) – Alibaba Has a Long Runway for Growth

3. (Spore) – $5 meals, $500 holidays and $50k homes for SG50, Singapore’s 50th anniversary

4. (China/Tech) – Alibaba Sets Latest Value at $130 Billion; The Chinese E-Commerce Company Values Each Share at $56, up from $50 in an Earlier Filing

5. (Asean/Tech) – Southeast Asia E-Commerce Set to Boom

6. (China) – China Unveils Measures to Regulate Banks’ Wealth-Management Products; New Requirements Another Step to Tighten Grip on Shadow-Banking Business


1. The Epic Story Of How A ‘Genius’ Hedge Fund Almost Caused A Global Financial Meltdown

2. The Surprising Benefits Of Being Superstitious

3. 2 Economists Have A Radical Proposal To Make It Legal To Steal Other People’s Ideas

4. German lessons: Many countries want a Mittelstand like Germany’s. It is not so easy to copy

5. Kimberly-Clark Finance Chief to Staff: Think Like a CFO; Mark Buthman’s ‘Power of a CFO’ mantra aims to instill a business-leader mindset in every team member

6. 5 Great Business Books To Look Out For In Q3

7. The Intel Trinity: How Robert Noyce, Gordon Moore, and Andy Grove Built the World’s Most Important Company

8. Driving Honda: Inside the World’s Most Innovative Car Company

9. The Power of Noticing: What the Best Leaders See

10. The Organized Mind: Thinking Straight in the Age of Information Overload

11. Smartcuts: How Hackers, Innovators, and Icons Accelerate Success

12. The small BIG: small changes that spark big influence

13. Zero to One: Notes on Startups, or How to Build the Future

14. The Innovator’s Hypothesis: How Cheap Experiments Are Worth More than Good Ideas

15. The Sense of Style: The Thinking Person’s Guide to Writing in the 21st Century

16. The Innovators: How a Group of Inventors, Hackers, Geniuses, and Geeks Created the Digital Revolution

17. Winners Dream: A Journey from Corner Store to Corner Office by SAP co-CEO Bill McDermott

18. Would You Buy Abraham Lincoln’s Sweater? Many believe that people leave their immaterial essences on objects they owned

19. Skin Cells’ Sense of Smell; Researchers have found that skin has olfactory receptors-and that a synthetic sandalwood scent facilitates wound-healing

20. Disinformation: A Deliberately Devious Word; The CIA’s style guide makes a careful distinction between misinformation and disinformation

21. Famous Lost Words; A brief history of dubious edits, from a book-burning Chinese emperor to the Bowdlers’ rewrites of Shakespeare


1. Microsoft CEO Satya Nadella Just Rejected Steve Ballmer’s Big Plan to be a “devices and services” company (devices came first) by becoming a “productivity and platforms” company

2. The biggest internet companies

3. Japanese electronics firms: Eclipsed by Apple; Electronics companies in Japan are starting to turn themselves around, but they are a shadow of their former selves

4. Intel’s Answer to iPad: Cheap Tablets; Chip Maker, Frozen Out of Market, Is Wooing Little-Known Suppliers in Shenzhen, China


1. Levi Strauss: The Boss and the yogi; The world’s biggest jeans-maker makes an unfashionable bet on the middle market

Investing Process

1. Accounting fraud: Got ’em, Gotham; The company-accounts detectives collar another suspect


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