Morning Bamboo Insight: 25 Jul 2014
July 25, 2014 Leave a comment
Morning Bamboo Insight: 25 Jul 2014
Macro
1. Rethinking Buybacks: To earn a “return” on stock buybacks, you need a more sophisticated message and better execution
http://ww2.cfo.com/capital-markets/2014/07/rethinking-buybacks
2. Uncovering Cash and Insights from Working Capital; Companies that improve the performance of their working capital can generate cash and see benefits far beyond the finance department.
http://ww2.cfo.com/cash-flow/2014/07/uncovering-cash-insights-working-capital
Asia Pacific
1. (Korea) – Lotte’s power transition set in motion; More than 10 affiliates of Lotte Group exchanged part of their shares with each other in a move to streamline their cross-share holding structure ahead of the implementation of a law banning it
http://www.koreatimes.co.kr/www/news/biz/2014/07/123_161586.html
2. (Korea) – The listed units of Korea’s top 10 conglomerates paid less than 1% of their profits as dividends last year
http://www.koreatimes.co.kr/www/news/biz/2014/07/488_161583.html
3. (India) – Biba Apparels: Redefining Ethnic Wear For Indian Women
http://forbesindia.com/printcontent/38262
4. (HK) – Why HK’s ‘donationgate’ is a big deal; The “Donationgate” dogging pan- democrats and their financial backer, Jimmy Lai Chee-ying, bears all the hallmarks of a Rashomon script.
5. (China) – Daqing oil workers push kids to follow in their footsteps
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140722000026&cid=1501
6. (India) – Milltec Machinery: Spreading Wings With Rice Mill Machines
http://forbesindia.com/printcontent/38266
7. (India) – SH Kelkar & Co: Infusing Fragrance In Lives
http://forbesindia.com/printcontent/38260
8. (India) – Magicrete: Building An Alternative Reality; Sourabh Bansal’s concrete units have the potential to disrupt the traditional construction material market
http://forbesindia.com/printcontent/38252
9. (Myanmar) – Burmese Tycoon Tay Za Under Scrutiny
http://www.forbes.com/sites/forbesasia/2014/07/23/burmese-tycoon-tay-za-under-scrutiny/print/
10. (Spore/HK) – ARA Asset Management’s John Lim See Real Returns With Li Ka-shing
http://www.forbes.com/sites/forbesasia/2014/07/23/john-lim-see-real-returns-with-li-ka-shing/print/
11. PTC Industries: Casting magic with metal; The Agarwals invested in unique technology for their foundry to attract A-list international clients
http://forbesindia.com/printcontent/38258
12. (Spore) – Singapore’s 50 Richest Score Big Gains Amid Buying Binge
13. (Spore) – Singapore’s Goodpack Founder David Lam Awaits Payday from Private Equity Deal
14. (Asia) – Asia’s Best Under A Billion; Discovering Asia-Pac’s ‘Sustainably’ Profitable SMEs
http://www.forbes.com/sites/christinasettimi/2014/07/23/asias-best-under-a-billion/print/
15. (India) – India’s Time For Growth
http://www.forbes.com/sites/richkarlgaard/2014/07/23/indias-time-for-growth/print/
16. (Spore) – Billionaire’s Playground: Singapore Is The Most Expensive City Globally
http://www.forbes.com/sites/ruchikatulshyan/2014/03/04/billionaires-playground-singapore/print/
17. (China) – Food Safety in China Still Faces Big Hurdles
18. (Korea/Consumer) – Paris Baguette, Korea’s largest bakery chain owned by SPC Group, opened its first store in the heart of the French capital, a move it had long desired during its 26 years of operation
19. (Korea) – It’s dividend time, Korea; The local business sector and stock market is abuzz over the new finance minister’s hint of a punitive tax on large companies sitting on piles of cash reserves
http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992443
20. (China) – Chinese Appliance Giant Haier Decides Its Future Is to Think Small; Haier Group creates large number of micro companies to jump into a range of businesses, from films and finance to manufacturing and delivery
http://english.caixin.com/2014-07-23/100708077.html
21. (China) – Wenzhou’s real estate bringing down an economic heavyweight
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140724000054
22. (China) – Chasing China’s high-profile criminals across the world
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140724000070&cid=1103
23. (China) – Expired meat scandal in China seems a systemic problem
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140723000115&cid=1103
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140724000088&cid=1201
24. (China) – Golden toad offends former Chinese president; One of Beijing’s prime summer tourist attractions has become a grotesque embarrassment after someone noticed its resemblance to Jiang Zemin
Life
1. Here’s The Number One Mistake That Kills Startups, According To Ben Horowitz
http://www.businessinsider.sg/ben-horowitz-budget-process-kills-startups-2014-7/#.U9DXAvmSxqU
http://www.bhorowitz.com/how_to_ruin_your_company_with_one_bad_process
2. 21 Quotes From Bill Gates That Take You Inside The Mind Of The World’s Richest Man
http://www.businessinsider.sg/quotes-from-bill-gates-worlds-richest-man-2014-7/#.U9DXA_mSxqU
3. This Mindset Can Prevent You From Succeeding At Work
http://www.businessinsider.sg/this-mindset-could-ruin-your-success-2014-7/#.U9DWyvmSxqU
4. As full-time pastors become a thing of the past, more and more seminary grads are taking on secular jobs to supplement their incomes
5. How ‘Moral Licensing’ Ruins Your Diet, Savings, And Long-Term Goals
http://www.businessinsider.sg/moral-licensing-ruins-diets-savings-goals-2014-7/#.U9DW9fmSxqU
6. Meet The 22-Year-Old Student People Are Calling ‘The Italian Mark Zuckerberg’
http://www.businessinsider.sg/italian-mark-zuckerberg-matteo-achilli-2014-7/#.U9DWTPmSxqU
http://www.bbc.com/news/business-28211811?print=true
7. The Promise of 100% and Finding Fortune at the Bottom of the Pyramid
8. With the Blessing of Bill Gates, “Business Adventures” Becomes an Unlikely Summertime Best Seller
9. A Motivational Speech From The Greatest Entrepreneur, Muhammad Ali
10. Tech Leaders Tell Interns What They Wish They Knew At Age 20
http://techcrunch.com/2014/07/23/tech-leaders-tell-interns-what-they-wish-they-knew-at-age-20/
11. The Modernization Of Computer Science Education: enabling students to focus on a particular project to build a skill set applicable to the real-world today
http://techcrunch.com/2014/07/23/modernizing-computer-science-education/
12. People Hate Bankers Because People Are Ignorant
http://www.bloombergview.com/articles/2014-07-16/people-hate-bankers-because-people-are-ignorant
13. The 9-to-5 workday is practically an invitation to ethical lapses. Here’s why. We are more likely to lie and cheat when we are tired
14. An Idiot’s Guide to Inequality; If you don’t have time for Thomas Piketty’s comprehensive best seller, here’s a quick five-point take on the gap between the rich and poor
15. Robert Sutton’s Guide to Excellence; The Stanford professor’s latest research explores the practices that enable companies to scale what they do best
TMT
1. (Australia/Tech) – Australia’s Seek Takes Online Job Search Abroad (Seek Zhaopin)
2. (India/Tech) – KPIT: An Indian Tech Company With An Auto Focus
http://www.forbes.com/sites/anuraghunathan/2014/07/23/a-tech-company-with-an-auto-focus/print/
3. Open Source and the Challenge of Making Money
http://bits.blogs.nytimes.com/2014/07/23/open-source-and-the-challenge-of-making-money/?ref=business
4. (China/Tech) – China set to retain position as top e-commerce market
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140724000111&cid=1202
5. China/Tech) – Xiaomi faces hurdles on path to international expansion
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140723000048&cid=1502
Healthcare
1. Acetaminophen No Better Than Placebo for Back Pain; About two-thirds of adults have lower back pain at some point in their lives, and most are told to take acetaminophen
Energy
1. Let Our Oil and Gas Go: America Should Rescind the Ban on Crude-Oil Exports
2. Four reasons why US fracking could turn out to be a bubble
http://qz.com/238686/is-there-a-fracking-bubble/