Morning Bamboo Insight: 22 Jul 2014

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

http://www.businessinsider.com/why-the-21st-century-may-be-even-more-of-an-american-century-than-the-20th-century-ever-was-2014-7

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

http://www.economist.com/news/finance-and-economics/21607848-conundrum-asset-allocation-no-easy-answers

6. The BRICS bank: Setting up rivals to the IMF and World Bank is easier than running them

http://www.economist.com/news/finance-and-economics/21607851-setting-up-rivals-imf-and-world-bank-easier-running-them-acronym

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

http://www.nytimes.com/2014/07/21/world/africa/economy-improves-as-middle-class-africans-open-wallets-to-the-future.html?ref=business

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

http://www.forbes.com/sites/gordonchang/2014/07/20/china-purge-fears-paralyzing-government-and-undercutting-the-economy/print/

3. (India) – Despite Dramatic Half-Billion-Dollar Award In Satyam Scandal, ‘India’s Enron,’ It May Be Years Before Investors See A Dime

http://www.forbes.com/sites/saritharai/2014/07/21/despite-dramatic-half-billion-dollar-award-in-satyam-scandal-indias-enron-it-may-be-years-before-investors-see-a-dime/print/

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

http://www.businesstimes.com.sg/archive/friday/premium/top-stories/auditor-general-lists-govt-agencies-lapses-20140718

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

http://www.bloomberg.com/news/print/2014-07-13/thai-brothers-emerge-as-billionaires-with-cp-group-stakes.html

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

http://www.bloomberg.com/news/2014-07-21/karl-albrecht-billionaire-co-founder-of-aldi-stores-dies-at-94.html

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

http://www.forbes.com/sites/danschawbel/2014/07/21/james-altucher-why-startup-founders-should-say-no-to-almost-everything/print/

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

http://www.nytimes.com/2014/07/17/science/a-call-to-fight-malaria-one-mosquito-at-a-time-by-altering-dna.html?ref=science&_r=0

23. Be nice to your germs, they keep you alive

http://www.theage.com.au/technology/sci-tech/be-nice-to-your-germs-they-keep-you-alive-20140719-zua1w.html.html

24. Economics and ethics: Lying commies; The more people are exposed to socialism, the worse they behave

http://www.economist.com/news/finance-and-economics/21607830-more-people-are-exposed-socialism-worse-they-behave-lying-commies

TMT

1. What Qplay Got Right About Curated Content

http://www.forbes.com/sites/stevenrosenbaum/2014/07/19/what-qplay-got-right-about-curated-content/print/

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

http://www.nytimes.com/2014/07/20/sports/football/daktronics-plays-outsize-role-as-giant-sports-video-displays-proliferate.html

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

http://www.theage.com.au/digital-life/digital-life-news/digital-archaeologists-dig-up-internets-past-20140719-zta4z.html.html

Consumer

1. Potbelly’s Latest Struggles Are A Reminder Of What Chipotle Does Best

http://www.businessinsider.com/potbellys-latest-struggles-are-a-reminder-of-what-chipotle-does-best-2014-7

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

http://www.nytimes.com/2014/07/21/business/hasbro-selling-my-little-pony-fan-art.html?ref=business&_r=0

Healthcare

1. Biological Pacemakers: Researchers Have Created Cells That Help The Heart Keep The Perfect Pace

http://www.businessinsider.com/r-gene-therapy-creates-biological-pacemaker-cells-for-the-heart-2014-16

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