Morning Bamboo Insight: 23 Jul 2014

Morning Bamboo Insight: 23 Jul 2014

Macro

1. (Macro/Tech) – Will The UK Become The World’s Leading Urban Innovation Lab?

http://www.forbes.com/sites/federicoguerrini/2014/07/18/why-the-uk-believes-it-can-become-the-worlds-leading-urban-innovation-lab/print/

2. A horrible, ugly, stressful process’: The five-year legacy of Canada’s auto bailout

http://business.financialpost.com/2014/07/19/a-horrible-ugly-stressful-process-the-five-year-legacy-of-canadas-auto-bailout/

3. A corporate malaise is afflicting the West; Today’s moguls prefer safe takeovers and downsizing to ambitious risk-taking

http://www.telegraph.co.uk/finance/globalbusiness/10973878/A-corporate-malaise-is-afflicting-the-West.html

4. Indesit sale could be wake up call for Italy to support family businesses

http://www.campdenfb.com/article/indesit-sale-could-be-wake-call-italy-support-family-businesses

5. How Russian Hackers Stole the Nasdaq

http://www.businessweek.com/articles/2014-07-17/how-russian-hackers-stole-the-nasdaq

6. Imminent collapse of gigantic fraud Herbalife

http://ftalphaville.ft.com/2014/07/21/1903382/imminent-collapse-of-gigantic-fraud-promised-by-short-seller/

7. Putinism Thrives on Dirty Money; Western leaders ignored Putin’s bad behavior as long as Russian money flowed in. Flight 17 changes all that

http://online.wsj.com/articles/oliver-bullough-putinism-thrives-on-dirty-money-1405984666

8. Money Manager Foiled by Bad Bets: Balestra Capital’s James Melcher, Like Many ‘Macro Traders,’ Is Feeling the Pain This Year

http://online.wsj.com/articles/money-manager-foiled-by-bad-bets-1405988086

Asia Pacific

1. (Korea/Tech) – Korea’s Entrepreneurs Garner Global Validation As Local ‘Startup’ Valuations Soar Into The Billions

http://www.forbes.com/sites/alanmcglade/2014/07/18/koreas-entrepreneurs-garner-global-validation-as-local-startup-valuations-soar-into-the-billions/print/

2. (China) – Expired meat scandal rocks fast food chains across China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140721000120&cid=1103

3. (Korea/Tech) – Seoul to crack down on Uber rides; Seoul may start its own ride-sharing app

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992353

4. (Isia) – Tactical brains behind Prabowo campaign

http://news.asiaone.com/print/news/asia/tactical-brains-behind-prabowo-campaign

5. (Asean) – Rolls-Royces and rags mix on Phnom Penh’s streets

http://www.ft.com/intl/cms/s/0/c5379066-0e59-11e4-b1c4-00144feabdc0.html#axzz38AxO7Peo

6. (Isia) – Indonesian presidential candidate Prabowo Subianto wants a two-week delay in announcing the result of the election to allow investigations into allegations of mass cheating

http://www.channelnewsasia.com/news/asiapacific/prabowo-wants-two-week/1276296.html

7. (Spore) – Monetary Authority of Singapore (MAS) proposed a set of regulations for investments linked to land banks, gold and other physical assets to boost investor protection – following several scams that have left retail investors high and dry

http://www.businesstimes.com.sg/premium/top-stories/regulator-plans-new-rules-shield-investors-20140722

8. (Isia/Msia) – Jitters over Indonesia’s proposed banking bill; Malaysian ownership of Indonesian banks came under the spotlight again following a proposed bill that compels foreign banks to trim their interests to 40%.

http://www.thestar.com.my/Business/Business-News/2014/07/22/Jitters-over-Indonesias-proposed-banking-bill

9. (Isia) – In Indonesia’s Battle With Bootleg Goods, a Very Genuine Economic Toll

http://www.thejakartaglobe.com/business/indonesias-battle-bootleg-goods-genuine-economic-toll/

10. (Isia) – In Golkar, a Party Gravitating Toward Jokowi

http://www.thejakartaglobe.com/news/golkar-party-gravitating-toward-jokowi/

11. (Isia) – Basuki Admits Jakarta Smart Card Not Effective

http://www.thejakartaglobe.com/news/jakarta/basuki-admits-jakarta-smart-card-effective/

12. (Msia) – Najib’s Megabank Seen Challenging HSBC in Sukuk

http://www.thejakartaglobe.com/business/najibs-megabank-seen-challenging-hsbc-sukuk/

Life

1. New Video Games Teach Caring And Compassion

http://www.forbes.com/sites/jordanshapiro/2014/07/19/new-video-games-teach-caring-and-compassion/print/

2. Is Bigger Better? “There is not enough time to debate what are best practices. A company needs to get consistent before they can determine what is best.”

http://www.forbes.com/sites/loracecere/2014/07/18/is-bigger-better/print/

3. 5 Questions To Help You Define Your Leadership Brand

http://www.forbes.com/sites/work-in-progress/2014/07/18/5-questions-to-help-you-define-your-leadership-brand/print/

4. Patterns: How To Predict The Next Big Thing In Business

http://www.forbes.com/sites/cherylsnappconner/2014/07/16/pattern-recognition-how-to-predict-the-next-big-thing-in-business/print/

5. What Rockers Can Teach Entrepreneurs

http://www.forbes.com/sites/ruthblatt/2014/07/17/what-rockers-can-teach-entrepreneurs/print/

6. Four Success Strategies From Failed Business Models

http://www.forbes.com/sites/mitchfree/2014/07/21/four-success-strategies-from-failed-business-models/print/

7. The Fastest Way To Life Success: Vulnerability

http://www.forbes.com/sites/lawtonursrey/2014/07/20/the-fastest-way-to-life-success-vulnerability/print/

8. Podium Power: 7 Steps To A Rock Solid Speech

http://www.forbes.com/sites/rodgerdeanduncan/2014/07/18/podium-power-7-steps-to-a-rock-solid-speech/print/

9. How Do You Recognize A Great Entrepreneur?

http://www.forbes.com/sites/toddhixon/2014/07/18/how-to-recognize-a-great-entrepreneur/print/

10. The CEO Pivot Puzzle; Product definition is a challenge for any startup. But it’s significantly harder for a company that is in an evolving market

http://www.forbes.com/sites/stevenrosenbaum/2014/07/17/the-ceo-pivot-puzzle/print/

1. Michael Dirda: A Science Fiction Reading List

http://www.forbes.com/sites/johnfarrell/2014/07/20/michael-dirda-a-science-fiction-reading-list/print/

12. Keep Time and Emotion from Killing a Negotiation

http://blogs.hbr.org/2014/07/keep-time-and-emotion-from-killing-a-negotiation/

13. Resentment, Jealousy, Feuds: A Look at Intel’s Founding Team

http://blogs.hbr.org/2014/07/resentment-jealousy-feuds-a-look-at-intels-founding-team/

14. The Industrial Revolution That Never Was; the creation of large-scale factories nearly began not in England, but in Great Britain’s American colonies, 250 years ago. The American version failed miserably

http://blogs.hbr.org/2014/07/the-industrial-revolution-that-never-was/

15. Don’t Sell a Product, Sell a Whole New Way of Thinking; Innovators change the lens through which we see the world; Mental models are how the brain makes sense of the vast amount of information to be processed every moment of every day

http://blogs.hbr.org/2014/07/dont-sell-a-product-sell-a-whole-new-way-of-thinking/

16. You Can’t Be a Great Manager If You’re Not a Good Coach

http://blogs.hbr.org/2014/07/you-cant-be-a-great-manager-if-youre-not-a-good-coach/

17. True leaders are absorbed in something much bigger than self. “One of the signals that a person is in wu-wei is that the person has de, translated as ‘virtue’, ‘power’, or ‘charismatic power.'”

http://blogs.hbr.org/2014/07/lead-without-trying-so-hard/

18. The one trait successful leaders share; An active coper quickly recovers from setbacks, opens up to the people around her and is aware of her own motivations, strengths and shortcomings

http://fortune.com/2014/07/17/successful-leadership-traits/

19. The art of predicting business risks: Why non-experts do it better

http://fortune.com/2014/07/15/the-art-of-predicting-business-risks-why-non-experts-do-it-better/

20. The Problem With Founders; Starting a business may be hard, but scaling a business is where all the value of a company gets built

http://techcrunch.com/2014/07/20/the-problem-with-founders/

21. Norberto Odebrecht, the man who turned his father’s small engineering firm into a construction empire, has died at the age of 93 in his hometown of Salvador, Brazil

http://www.campdenfb.com/article/odebrecht-founder-dies-brazil-aged-93

22. When familial ties force a young next-gen into leadership

http://www.campdenfb.com/article/when-familial-ties-force-young-next-gen-leadership

23. The Secret History Behind The Science Of Stress

http://www.npr.org/blogs/health/2014/07/07/325946892/the-secret-history-behind-the-science-of-stress

24. Why the Myers-Briggs test is totally meaningless

http://www.vox.com/2014/7/15/5881947/myers-briggs-personality-test-meaningless

25. Innovation: Australia can learn some (very) small things from Switzerland

http://www.brw.com.au/p/business/innovation_australia_can_learn_some_6qVXAeLT6kotdrwmqegFvM

TMT

1. When Amazon Acts Like A Start-up: Why Amazon Has Entered The Ebook Subscription Market

http://www.forbes.com/sites/jeremygreenfield/2014/07/18/when-amazon-acts-like-a-start-up-why-amazon-has-entered-the-ebook-subscription-market/print/

2. (Macro/Tech) – Will The UK Become The World’s Leading Urban Innovation Lab?

http://www.forbes.com/sites/federicoguerrini/2014/07/18/why-the-uk-believes-it-can-become-the-worlds-leading-urban-innovation-lab/print/

3. Selling apps, television shows, e-books, music and games through Google Play is becoming a big business for the tech giant. In five years, Google Play has gone from an upstart marketplace for mobile phone apps to a mammoth media hub

http://fortune.com/2014/07/18/the-rise-of-google-play/

4. Illiquid Till Exit: Is the golden era of secondary share sales over for startups?

http://fortune.com/2014/07/21/illiquid-till-exit-golden-era-secondary-share-sales-over-startups/

5. Xiaomi vs Huawei: The showdown of Chinese smartphone brands

http://e27.co/xiaomi-vs-huawei-the-showdown-of-chinese-smart-phone-brands-20140716/

6. (China/Tech) – Alibaba Has Big Hopes for New Big Data Processing Servic

http://english.caixin.com/2014-07-17/100705224.html

7. At EMC, Marriage Requires Investment; EMC’s marriage to VMware has stood the test of time so far. But outside pressure will put the tech giant on the spot to justify the continued relationship

http://online.wsj.com/articles/heard-on-the-street-at-emc-marriage-requires-investment-1405971209

Consumer

1. Tesco has forgotten what it was good at – and Aldi and Lidl have taken advantage; Britain’s biggest retailer has lost connection with customers and focus on price

http://www.telegraph.co.uk/finance/newsbysector/epic/tsco/10979808/Tesco-has-forgotten-what-it-was-good-at-and-Aldi-and-Lidl-have-taken-advantage.html

2. Cheap at sea, pricey on the plate: The voodoo of lobster economics

http://www.theglobeandmail.com/news/national/my-travels-with-larry/article19557387/

Investing Process

1. Sino-Forest CFO fined $700,000 and banned from boards in settlement with Ontario Securities Commission

http://business.financialpost.com/2014/07/21/sino-forest-cfo-fined-700000-and-banned-from-boards-in-settlement-with-ontario-securities-commission/

2. GMO 2Q14 Letter: Free Lunches and the Food Truck Revolution

http://www.gmo.com/websitecontent/GMO_QtlyLetter_2Q14.pdf

Books

1. Books – Trying Not to Try: The Art and Science of Spontaneity

http://www.amazon.com/Trying-Not-Try-Science-Spontaneity/dp/product-description/0770437613/