Morning Bamboo Insight: 24 Jul 2014

Morning Bamboo Insight: 24 Jul 2014

Macro

1. Countries can thrive without creating tech billionaires

http://www.ft.com/intl/cms/s/0/82122018-0e62-11e4-a1ae-00144feabdc0.html#axzz38G7rspZt

2. Middle age catches up with StanChart

http://www.ft.com/cms/s/0/c9dd6912-1104-11e4-94f3-00144feabdc0.html#axzz38GR1yF9f

3. Seeking to ease threats, SEC is poised to end $1 a share for some riskier money-market funds

http://www.foxbusiness.com/markets/2014/07/23/seeking-to-ease-threats-sec-is-poised-to-end-1-share-for-some-riskier-money/

Asia Pacific

1. (Korea) – Depressed Koreans, encouraged by the increasingly stifling atmosphere of Korean society, in which competition is intensifying, the crime rate is rising and the traditional family structure is collapsing

http://news.asiaone.com/print/news/asia/depressed-koreans

2. (Isia) – Jokowi: From bamboo shack to the presidential palace

http://news.asiaone.com/print/news/asia/jokowi-bamboo-shack-presidential-palace

3. (Korea) – Samsung’s First Family Struggles to Keep Grip on Company; “It was the cross shareholding structure that made it all possible for Chairman Lee and his family to control Samsung with a tiny stake,”

http://www.bloomberg.com/news/print/2014-07-22/inside-the-lee-family-s-struggle-to-keep-grip-on-samsung.html

4. (Korea) – South Korea Invites Foreigners to “Imagine Your Korea”, the spearhead for the country’s attempts to bring in 20 million tourists to the country – almost double the 12 million foreign visitors came in 2013

http://blogs.wsj.com/korearealtime/2014/07/22/south-korea-invites-foreigners-to-imagine-your-korea/

5. (China) – Luxury-Car Makers Attract Scrutiny in China; Economic-Planning Agency Speaks With Manufacturers About Consumer Complaints

http://online.wsj.com/articles/mercedes-picks-up-the-pace-in-china-1406012109

6. (Isia) – Living Dangerously in Indonesia; An election dispute risks becoming an assault on democracy

http://online.wsj.com/articles/living-dangerously-in-indonesia-1406047894

7. (Msia) – Vun, 6 others charged with rigging in Malaysia’s DVM Tech shares

http://www.thestar.com.my/Business/Business-News/2014/07/23/Seven-said-to-have-created-false-market-in-trading-of-DVM-Technology-shares/

8. (Japan) – Japan’s convenience store giants leave smaller rivals in dust

http://www.japantimes.co.jp/news/2014/07/22/business/corporate-business/convenience-store-giants-leave-smaller-rivals-dust/#.U88ggPmSxqU

9. (India/Healthcare) – Strand Life Sciences: Bringing Genetic Tests To The Average Customer

http://forbesindia.com/printcontent/38240

10. (India/Tech/Healthcare) – CitiusTech: Pioneers Of Health care Analytics

http://forbesindia.com/printcontent/38250

11. Hong Kong-Shanghai equities ‘through-train’ on track

http://www.ft.com/intl/cms/s/0/93579c80-113d-11e4-b116-00144feabdc0.html#axzz38G7rspZt

12. (Japan/Tech) – Wacom Launches Bamboo Paper On Android, Windows 8 And Kindle Fire

http://techcrunch.com/2014/07/22/wacom-launches-bamboo-paper-on-android-windows-8-and-kindle-fire/

13. (Isia) – A Child of the Slum Rises as President of Indonesia

http://www.nytimes.com/2014/07/23/world/asia/joko-widodo-populist-governor-is-named-winner-in-indonesian-election.html

14. (Japan) – Japan readies fuel cell subsidies in bet on Toyota’s next big thing

http://www.reuters.com/article/2014/07/23/us-japan-autos-fuelcells-idUSKBN0FS19420140723

15. (Isia) – Prabowo’s intransigence leads to self-humiliation

http://news.asiaone.com/print/news/asia/prabowos-intransigence-leads-self-humiliation

16. (Korea) – High-income earners with post-secondary education degrees in South Korea feel less obligated to support their parents, a study conducted by Yonsei University found

http://news.asiaone.com/print/news/asia/high-income-earners-less-obligated-support-parents

17. (Thai) – Thailand mulls end of free medical services for most 49 million Thais

http://news.asiaone.com/print/news/asia/thailand-mulls-end-free-medical-services-most

Life

1. “Authenticity Is As Rare As A Unicorn In Today’s Politically-Motivated Markets”

http://www.zerohedge.com/news/2014-07-22/authenticity-rare-unicorn-todays-politically-motivated-markets

2. The Top 100 Financial History Books As Voted By The Museum Of Finance

http://www.valuewalk.com/2014/07/financial-history-books

3. Tuning In: Improving Your Listening Skills; How to Get the Most Out of a Conversation

http://online.wsj.com/articles/tuning-in-how-to-listen-better-1406070727?mod=WSJ_hpp_MIDDLE_Video_Top

4. Expressing Your Vulnerability Makes You Stronger

http://blogs.hbr.org/2014/07/expressing-your-vulnerability-makes-you-stronger/

5. No-Excuse Leadership Lessons from a Marines Captain

http://www.forbes.com/sites/work-in-progress/2014/07/22/no-excuse-leadership-lessons-from-a-marines-captain/print/

6. Intent is important to bring about change

http://forbesindia.com/blog/accidental-investor/intent-is-important-to-bring-about-change/

7. When the time comes to fire the founder; As a company grows, its very success often exposes the founder’s lack of managerial skills

http://www.ft.com/intl/cms/s/0/51195410-10ea-11e4-b116-00144feabdc0.html#axzz38G7rspZt

8. SEEK’s Andrew Bassat takes aim at ‘gutless’ CEOs

http://www.brw.com.au/p/leadership/seek_andrew_bassat_takes_aim_at_genIxlZlbCwDj3tnYJsHnI

9. Why Chasing ‘Extrinsic Goals’ Can Wreck Your Happiness

http://www.businessinsider.sg/extrinsic-goals-are-an-obstacle-to-happiness-2014-7/#.U89FF_mSxqU

TMT

1.

 

Consumer

1. As Cereal Slips, a New Battle Over Breakfast Dollars; Kellogg Gets Squeezed by McDonald’s, Taco Bell as Tastes Shift to High-Protein Foods

http://online.wsj.com/articles/as-cereal-slips-a-new-battle-over-breakfast-dollars-1406053467?mod=WSJ_hp_Asia_EditorsPicks

2. Craving fresh over fake: How the growing trend is making waves in packaged foods

http://business.financialpost.com/2014/07/22/craving-fresh-over-fake-how-the-growing-trend-is-making-waves-in-packaged-foods/

Healthcare

1. (India/Healthcare) – Strand Life Sciences: Bringing Genetic Tests To The Average Customer

http://forbesindia.com/printcontent/38240

2. (India/Tech/Healthcare) – CitiusTech: Pioneers Of Health care Analytics

http://forbesindia.com/printcontent/38250

3. A Dearth in Innovation for Key Drugs

http://www.nytimes.com/2014/07/23/business/a-dearth-of-investment-in-much-needed-drugs.html?ref=business

4. Apps have wide role in disease management

http://www.ft.com/intl/cms/s/0/5923518c-0b5f-11e4-9e55-00144feabdc0.html#axzz38G7rspZt

5. Mojang: smash-hit ‘Minecraft’ maker; The Swedish start-up behind the low-tech graphics game

http://www.ft.com/intl/cms/s/2/0283b57c-10ca-11e4-b116-00144feabdc0.html#axzz38G7rspZt

6. Amazon is building the retail world’s most unbreachable “moat”-and it’s called Prime

http://qz.com/237933/amazon-is-building-the-retail-worlds-most-unbreachable-moat-and-its-called-prime/

Investing Process

1. The Fine Art Of Picking Hidden Gems in India

http://forbesindia.com/printcontent/38244