Morning Bamboo Insight: 22 Jul 2014
July 22, 2014 Leave a comment
Morning Bamboo Insight: 22 Jul 2014
Macro
1. Revenue transition group debates difficult implementation issues
http://www.journalofaccountancy.com/News/201410572.htm
2. Why The 21st Century May Be Even More Of An ‘American Century’ Than The 20th Century Ever Was
3. DRUCKENMILLER: IBM Is The ‘Poster Child’ For What’s Wrong With Corporate Behavior Today
http://www.businessinsider.sg/stan-druckenmiller-on-ibm-2014-7/
4. Quite Contrary: Investors have shunned cyclical stocks in favor of utilities and Internet stocks. Time to bet on global growth
http://online.barrons.com/news/articles/SB50001424053111904255004580029403830727866
5. The conundrum of asset allocation
6. The BRICS bank: Setting up rivals to the IMF and World Bank is easier than running them
7. Africans Open Fuller Wallets to the Future; Across sub-Saharan Africa, consumer demand is fueling the continent’s economies in new ways, driving hopes that Africa will emerge as a success story
Asia Pacific
1. (Korea/Tech) – Foreign companies eye Korean mobile game market
http://news.asiaone.com/print/news/asia/foreign-companies-eye-korean-mobile-game-market
2. (China) – China Purge Fears Paralyzing Government And Undercutting The Economy
3. (India) – Despite Dramatic Half-Billion-Dollar Award In Satyam Scandal, ‘India’s Enron,’ It May Be Years Before Investors See A Dime
4. (Isia) – Cinemaxx Global Pasifik, the movie theater chain operator unit of Lippo Group, has set aside Rp 6 trillion ($517 million) to open up to 300 cineplexes across the country within the next 10 years
http://www.thejakartaglobe.com/business/cinemaxx-set-open-300-cineplexes-next-decade/
5. (Isia) – Indonesian Companies Don’t Focus Enough on Their Brand Values: Analyst
http://www.thejakartaglobe.com/business/indonesian-companies-dont-focus-enough-brand-values-analyst/
6. (Isia) – At Sinar Mas, a Land Giant in Safe Hands
http://www.thejakartaglobe.com/business/sinar-mas-land-giant-safe-hands/
7. (China) – China scolds regional governments, officials for being ‘lazy’
http://news.asiaone.com/print/news/asia/china-scolds-regional-governments-officials-being-lazy
8. (Spore) – Singapore’s Auditor-General lists govt agencies’ lapses
9. (India/Consumer) – Switzerland’s Swatch to open stores in India: Report
http://business.asiaone.com/print/news/switzerlands-swatch-open-stores-india-report
10. (Thai) – Thai Brothers Emerge as Billionaires With CP Group Stakes
11. (Spore) – Singapore’s PastaMania bulks up to be big food group
http://www.businesstimes.com.sg/premium/top-stories/pastamania-bulks-be-big-food-group-20140721
12. (Taiwan) – Empty apartments in Hsinchu are missing Taiwan’s hi-tech glory days
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1204&MainCatID=12&id=20140706000003
13. (China/Taiwan) – Pu’er tea bricks become investment of choice for rich Taiwanese
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1203&MainCatID=12&id=20140719000116
14. (China) – Growing foreign presence in China’s dairy sector a concern: experts
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140720000022&cid=1202
15. (China/Tech) – Qualcomm to face strong competition in China’s 4G chip market
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140720000021&cid=1202
16. (China/Tech) – IBM launches ‘Green Horizon’ to help Beijing curb smog woes
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140720000023&cid=1206
17. (China/Tech) – Tencent QQ Wallet heating up competition in mobile payment market
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140721000004&cid=1202
18. (China) – Time will tell if anti-graft campaign is more than power struggle
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140721000011&cid=1701
Life
1. The case for employees to pick their CEO
http://fortune.com/2014/07/18/ceo-selection/
2. 7 Secrets Of Building A Customer-Centric Company Culture
http://www.forbes.com/sites/micahsolomon/2014/07/20/customer-centric-culture/print/
3. 4 Ways To Beat Disruptive Innovation
http://www.forbes.com/sites/gregsatell/2014/07/20/4-ways-to-beat-disruptive-innovation/print/
4. Karl Albrecht, Billionaire Co-Founder of Aldi Stores, Dies at 94
5. The Lives and Times of the CEO: From 100 years back to a quarter century ahead, the evolution of the chief executive officer
http://www.strategy-business.com/article/00254?tid=27782251&pg=all
6. 10 Principles of Leading Change Management: These time-honored tools and techniques can help companies transform quickly
http://www.strategy-business.com/article/00255?tid=27782251&pg=all
7. James Altucher: Why Startup Founders Should Say No To Almost Everything
8. The Myth Of Warren Buffett Is One Of The Greatest Misconceptions In The Financial World
http://www.businessinsider.com/myth-you-too-can-become-warren-buffett-2014-7
9. 14 Tricks To Improve Your Decision Making
http://www.businessinsider.com/make-better-decisions-2014-7
10. 7 Public Speaking Tips From A Toastmasters Pro
http://www.businessinsider.com/toastmasters-public-speaking-tips-2014-7
11. 4 Lessons Every Business Leader Can Learn From Legendary Marine General James ‘Mad Dog’ Mattis
http://www.businessinsider.com/mattis-leadership-talk-2014-7
12. After 17 years, Bill Campbell steps down from Apple’s board; The one-time Apple executive reflects on his long association with the company and its co-founder, Steve Jobs
http://fortune.com/2014/07/17/bill-campbell-apple-intuit-board/
13. How Brooklyn Brewery Tripled Sales In 5 Years Without Traditional Advertising
http://www.businessinsider.com/brooklyn-brewerys-growth-2014-7
14. How To Become So Good They Can’t Ignore You
http://www.businessinsider.com/become-so-good-they-cant-ignore-you-2014-7
15. These Are The Avoidable Mistakes Startup Founders Make Again And Again
http://www.businessinsider.com/avoidable-mistakes-startup-founders-make-2014-7
16. 37 Products With Crazy-High Markups
http://www.businessinsider.com/products-high-markups-2014-7
17. ASTRONOMER: We Think We’re Close To Finding Life On Another Planet; For the first time in history, humanity is within reach of finding Earth-like planets where life exists, but these extraterrestrials may not take the form of intelligent beings
http://www.businessinsider.com/aliens-wont-look-like-et-2014-7
18. Stuart Scott Gives A Powerful Speech About His Battle With Cancer
http://www.businessinsider.com/stuart-scotts-espy-speech-fighting-cancer-2014-7
http://www.youtube.com/watch?v=0Y6hOb0c1yc
http://www.youtube.com/watch?v=-50C_2Q5VO8
19. 5 Warning Signs A Startup Company Is A Terrible Investment
http://www.businessinsider.com/signs-startup-bad-investment-2014-7
20. This German Designer Told Young Steve Jobs His Computers Were Ugly, And What Happened Next Changed Apple Forever
http://www.businessinsider.com/early-apple-designer-hartmut-esslinger-2014-7
21. 13 Tricks For Falling Asleep Faster
http://www.businessinsider.sg/tricks-to-fall-asleep-faster-2014-7/#.U8wHiPmSxqU
22. A Call to Fight Malaria One Mosquito at a Time by Altering DNA
23. Be nice to your germs, they keep you alive
24. Economics and ethics: Lying commies; The more people are exposed to socialism, the worse they behave
TMT
1. What Qplay Got Right About Curated Content
2. (Korea/Tech) – Foreign companies eye Korean mobile game market
http://news.asiaone.com/print/news/asia/foreign-companies-eye-korean-mobile-game-market
3. This Is Why You Shouldn’t Launch Your Startup In Silicon Valley
http://www.businessinsider.sg/dont-launch-a-startup-in-silicon-valley-2014-7
4. Daktronics has become one of the largest makers of sports video displays as teams try to recreate the living room experience in their parks
5. Tech World’s Challenge: Staying New; The paradox of innovation is that creative disrupters, assuming they succeed, eventually are in danger of being the disrupted
http://www.nytimes.com/2014/07/19/upshot/tech-worlds-challenge-staying-new-.html?ref=technology
6. Digital archaeologists dig up internet’s past; In an age in which uninterrupted access to the sum total of human knowledge now seems a given, we’re in paradoxical danger of losing a lot of recent history
Consumer
1. Potbelly’s Latest Struggles Are A Reminder Of What Chipotle Does Best
2. Three Reasons Chick-fil-A Is Destroying KFC
http://www.businessinsider.com/report-chick-fil-a-is-bigger-than-kfc-2014-7
3. Hasbro to Collaborate With 3-D Printing Company to Sell Artwork
Healthcare
1. Biological Pacemakers: Researchers Have Created Cells That Help The Heart Keep The Perfect Pace
2. Busy Doctors, Wasteful Spending; Why cutting payments to physicians ends up costing money
http://www.nytimes.com/2014/07/21/opinion/busy-doctors-wasteful-spending.html?ref=opinion