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Evening Bamboo Insight: 27 Jul 2014

Evening Bamboo Insight: 27 Jul 2014

Macro

1. The Right Way to Invest Globally; U.S. Investors Have Ramped Up Their Holdings of Foreign Stocks, But Some Do It the Wrong Way

http://online.wsj.com/articles/the-right-way-to-invest-globally-1406308068

2. (Macro) – How the U.S. Stumbled Into the Drone Era; Before 9/11, Washington was still locked in debate over a now familiar weapon

http://online.wsj.com/articles/how-the-u-s-stumbled-into-the-drone-era-1406234812

Asia Pacific

1. (Isia) – President-elect Jokowi crowdsources his Cabinet

http://www.todayonline.com/print/715286

2. (China) – China’s Guangdong province removes over 850 ‘naked officials’ from their posts

http://www.reuters.com/article/2014/07/26/us-china-corruption-idUSKBN0FV04F20140726

3. (Isia) – The small-town Mr Clean turned ‘accidental’ president; Many like him because he has ‘the face of someone from the village’. He also has a personal fortune of $2.5m

http://www.ft.com/intl/cms/s/0/5391098c-1328-11e4-8244-00144feabdc0.html#axzz38Zq4vtCl

4. (India) – Jailed Indian tycoon seeks ‘deal room’ to negotiate hotels sale

http://www.ft.com/intl/cms/s/0/319e8014-13f7-11e4-8485-00144feabdc0.html

5. (China) – Hollywood transformed: How China is changing the DNA of America’s blockbuster movies

http://www.ft.com/intl/cms/s/2/60338b6c-1263-11e4-93a5-00144feabdc0.html#axzz38ZqmWSwE

6. (China) – Jim Chanos Has A Whole New Reason For Going Dark On China

http://www.businessinsider.sg/jim-chanos-on-china-anti-corruption-2014-7/#.U9OnFPmSxqU

7. (Korea) – SK Group in paradox; Absence of chairman felt little amid stable growth

http://www.koreatimes.co.kr/www/news/biz/2014/07/123_161707.html

8. (Isia) – A Beacon of Hope, Change to a Positive Yet ‘Exhausted’ Indonesia; New Indonesian President Jokowi Can Bring Certainty, Consistency to Mining

http://www.thejakartaglobe.com/opinion/beacon-hope-change-positive-yet-exhausted-indonesia/

http://www.thejakartaglobe.com/opinion/new-indonesian-president-jokowi-can-bring-certainty-consistency-mining/

http://www.thejakartaglobe.com/opinion/editorial-killing-new-order-good-jokowi/

9. (Korea) – CJ Group, a conglomerate engaged in diverse industries from food production to entertainment, is starting to totter more than a year after Chairman Lee Jay-hyun, 54, was arrested and sentenced to four years in prison for embezzlement

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992567&cloc=joongangdaily|home|newslist1

10. (Isia) – Jokowi Cabinet in Focus as KPK Pushes for Clean Line-Up

http://www.thejakartaglobe.com/news/jokowi-cabinet-focus-kpk-pushes-clean-line/

11. (China) – Top 1% Control a Third of China’s Wealth while the bottom 25 percent control just one hundredth

http://www.thejakartaglobe.com/business/top-1-control-third-chinas-wealth/

12. (China/Myanmar) – China’s cancelled Burma railway is its latest derailment in southeast Asia

http://qz.com/240436/chinas-cancelled-burma-railway-is-its-latest-derailment-in-southeast-asia/

13. (China) – PetroChina trying to trim $1.23-billion payment to Athabasca; the Chinese company, rocked by a corruption scandal, is frustrated with the high price it paid for the oil sands assets and massive cost overruns

http://business.financialpost.com/2014/07/26/petrochina-trying-to-trim-1-23-billion-payment-to-athabasca-source/?__lsa=5ec1-8bc8

14. (China) – Transformers 4: Unhappy Chinese advertisers sue

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140726000067&cid=1202

Life

1. Was America’s revolution driven by political philosophers, or practical men reacting to events?

http://online.wsj.com/articles/book-review-natures-god-by-matthew-stewart-independence-by-thomas-p-slaughter-1406320774

2. Engineer whose vision helped build Brazil; Norberto Odebrecht, construction executive, 1920-2014

http://www.ft.com/cms/s/0/54a19ed8-1344-11e4-8244-00144feabdc0.html#axzz38ZqmWSwE

3. Lions and tigers and… CEOs? ‘The Wizard of Oz’ as leadership guide

http://fortune.com/2014/07/25/wizard-oz-leadership-lessons/

4. The Life and Times of a Bamboo Artist; “Every time you work with bamboo, you get something new”

http://forbesindia.com/printcontent/38307

5. Books – Toto’s Reflections: The Leadership Lessons from the Wizard of Oz

http://www.amazon.com/Totos-Reflections-Leadership-Lessons-Wizard/dp/1478718021/

6. Powerful and Coldhearted: It’s hard for powerful people to feel empathy

http://www.nytimes.com/2014/07/27/opinion/sunday/powerful-and-coldhearted.html?ref=opinion&_r=0

7. No Time to Think; It could be because human beings, when left alone, tend to dwell on what’s wrong in their lives. We have evolved to become problem solvers and meaning makers

http://www.nytimes.com/2014/07/27/sunday-review/no-time-to-think.html?ref=opinion

8. How anti-capitalist Michael Moore built a £30m fortune

http://www.telegraph.co.uk/finance/personalfinance/fameandfortune/10990422/How-anti-capitalist-Michael-Moore-built-a-30m-fortune.html

9. Fruits and Vegetables Are Trying to Kill You; Antioxidant vitamins don’t stress us like plants do-and don’t have their beneficial effect

http://nautil.us/issue/15/turbulence/fruits-and-vegetables-are-trying-to-kill-you

10. Books That Can Boost Your Portfolio: Business Classics Every Serious Investor Should Read

http://online.wsj.com/articles/books-that-can-boost-your-portfolio-1406420208

TMT

1. (India/Tech) – Text and Ride in India; A handful of start-ups in India have begun to use technology to more easily connect auto-rickshaw drivers with customers – a twist to Uber and Lyft

http://www.nytimes.com/2014/07/26/business/international/start-ups-in-india-streamline-auto-rickshaw-business.html

2. (China/Tech) – Baidu Finds China’s Mobile Money

http://online.wsj.com/articles/heard-on-the-street-baidu-finds-chinas-mobile-money-1406268963

3. Ready to Wear? The Internet of Things is headed for your wrist: smart watches and fitness bands. Who wins, who loses in wearable technology

http://online.barrons.com/news/articles/SB50001424053111904780504580043384005466508

4. Apple Secretly Acquired “Pandora For Books” Startup BookLamp To Battle Amazon

http://techcrunch.com/2014/07/25/apple-booklamp/

5. (China/Tech) – Qualcomm sales data seized amid antitrust probe in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140726000125&cid=1102

6. (China/Tech) – Xiaomi may have exaggerrated website hits to create hype

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140726000131&cid=1206

7. (China/Tech) – Alibaba maps out mobile internet strategy with AutoNavi

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140726000059&cid=1502

Consumer

1. How Hotcha hopes to become the Domino’s of Chinese takeaway; Chinese food over took fish and chips to became the country’s favourite takeaway this year. But there is no national rival to the big pizza chains – yet

http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/10981638/How-Hotcha-hopes-to-become-the-Dominos-of-Chinese-takeaway.html

2. Koreans’ love of good coffee is getting even more intense; Seoul has 284 Starbucks-the most in the world and seven more than New York City’s 277

http://qz.com/240922/korea-love-of-good-coffee-is-getting-even-more-intense/

Healthcare

1. Hearing Aids: Mimicking a fly’s aural mechanism may replicate its acuity for humans

http://www.economist.com/blogs/babbage/2014/07/fly-inspired-hearing-aids

Investing Process

1. Finding Value Companies the Schloss Way

https://www.aaii.com/computerized-investing/article/stock-screening-with-walter-schloss.pdf

2. Research – The 52-Week High and Momentum Investing

http://basehitinvesting.com/wp-content/uploads/2013/01/52-Week-High-and-Momentum-Investing.pdf

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Morning Bamboo Insight: 27 Jul 2014

Morning Bamboo Insight: 27 Jul 2014

Macro

1. Why Voters Aren’t Angrier About Economic Inequality

http://www.nytimes.com/2014/07/25/upshot/why-voters-arent-angrier-about-economic-inequality.html?ref=business

2. A Chinese Gold Standard?

http://www.nytimes.com/2014/07/25/opinion/a-chinese-gold-standard-renminbi.html?ref=opinion

Asia Pacific

1. (China) – How the Hammer Falls as China Nails Corruption; Twenty months into a campaign against corrupt leaders, the crackdown is accelerating and the public is in the loop

http://english.caixin.com/2014-07-24/100708615.html

2. (China) – Company secretaries in China earn big bucks

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140725000011&cid=1203

3. (China) – Finance may upset China’s reform efforts

http://news.xinhuanet.com/english/indepth/2014-07/24/c_133508682.htm

4. (India/Isia) – What India’s Arvind Kejriwal can learn from Indonesia’s new president

http://qz.com/239649/what-indias-arvind-kejriwal-can-learn-from-indonesias-new-president/

5. (China) – Where China Goes To Outsource Its Own Soaring Labor Costs

http://www.zerohedge.com/news/2014-07-24/where-china-goes-outsource-its-own-soaring-labor-costs

6. (China) – China’s ageing millions look forward to bleak future

http://news.yahoo.com/chinas-ageing-millions-look-forward-bleak-future-061521065.html;_ylt=A0SO805RptBTt28Av91XNyoA

7. (China) – Focus of Graft Fight Must Move from Party to Nation; a fundamental solution to China’s corruption problem lies in building institutions that command respect across the country

http://english.caixin.com/2014-07-25/100709008.html

8. (India) – Kushagra Bajaj Of India’s Bajaj Group Is Man On A Mission As He Takes It From Sugar To Power

http://www.forbes.com/sites/saritharai/2014/07/23/kushagra-bajaj-of-indias-bajaj-group-is-man-on-a-mission-as-he-it-from-sugar-to-power/print/

Life

1. New Spore: SIA was 1 Minute 44 Seconds From Disaster!

http://www.tremeritus.com/2014/07/24/sia-was-1-minute-44-seconds-from-disaster/

2. Billionaire couple Pan Shiyi and Zhang Xin have faced a deluge of criticism for donating US$15 million (HK$117 million) to Harvard, one of the richest and most prestigious universities in the United States

http://www.thestandard.com.hk/news_detail.asp?we_cat=3&art_id=147718&sid=42682578&con_type=1&d_str=20140725&fc=8

3. Being Powerful Distorts People’s Perception of Time; the more power people have, the more time they feel they have available in their lives

http://www.theatlantic.com/business/print/2014/07/being-powerful-distorts-peoples-perception-of-time/374940/

4. Don’t Teach Math, Coach It

http://www.nytimes.com/2014/07/25/opinion/dont-teach-math-coach-it.html?ref=opinion

5. Books – Building a Better Teacher: How Teaching Works (and How to Teach It to Everyone)

http://www.amazon.com/Building-Better-Teacher-Teaching-Everyone/dp/0393081591

6. Books – Indonesia Etc.: Exploring the Improbable Nation – review

http://www.theguardian.com/books/2014/jul/24/indonesia-etc-exploring-improbable-nation-elizabeth-pisani-review

7. Why Do Americans Stink at Math?

http://www.nytimes.com/2014/07/27/magazine/why-do-americans-stink-at-math.html?_r=0

8. Why Birds Fly In A V-Formation

http://www.businessinsider.sg/why-bird-fly-in-a-v-2014-7/#.U9Jx4_mSxqU

9. Can you care for an elderly parent and still succeed at work?

http://fortune.com/2014/07/24/elderly-parents-work-life-balance/

10. The complete guide to having a creative breakthrough

http://qz.com/238681/the-complete-guide-to-having-a-creative-breakthrough/

11. 3 Ways To Turn Customers Into Rabid Fans

http://www.forbes.com/sites/erikaandersen/2014/07/24/3-ways-to-turn-customers-into-rabid-fans/print/

12. CEOs, Get to Know Your Rivals

http://blogs.hbr.org/2014/07/ceos-get-to-know-your-rivals/

TMT

1. The Next Thing in Farm-to-Table? Mobile Slaughterhouses

http://www.businessweek.com/articles/2014-07-24/the-next-thing-in-farm-to-table-mobile-slaughterhouses

2. (China/Tech) – Xiaomi Unveils a Fresh Chapter in Its Plan to Conquer the World

http://www.businessweek.com/articles/2014-07-22/the-latest-slick-cheap-smartphone-from-xiaomi-chinas-rising-mobile-power

3. The Next Big Thing in Hardware: Smart Garbage

http://bits.blogs.nytimes.com/2014/07/24/the-next-big-thing-in-hardware-smart-garbage/?_php=true&_type=blogs&ref=business&_r=0

4. Do Media Startups Have Staying Power?

http://www.bloombergview.com/articles/2014-03-17/do-media-startups-have-what-it-takes

5. (China/Tech) – Alibaba’s maturity mismatch: To continue offering high yields, Yu’E Bao has started to display classic signs of maturity mismatch. If Yu’E Bao spawns trouble, the applause will not last

http://www.economist.com/blogs/freeexchange/2014/07/chinese-finance

6. (China/Tech) – China’s digital transformation

http://www.mckinsey.com/insights/high_tech_telecoms_internet/chinas_digital_transformation

http://www.mckinsey.com/~/media/McKinsey/dotcom/Insights/High%20Tech%20Telecoms%20Internet/Chinas%20digital%20transformation%20The%20Internets%20impact%20on%20productivity%20and%20growth/Chinas_digital_transformation_Full_report.ashx

7. (Tech) – Facebook is now worth more than Coca-Cola, Disney, Intel

http://qz.com/240540/facebook-is-now-worth-more-than-coca-cola-disney-intel/

8. (China/Tech) – Unplugged and unproductive: Chinese business has been slow to embrace the internet. As it does, productivity should soar

http://www.economist.com/news/business/21608639-chinese-business-has-been-slow-embrace-internet-it-does-productivity-should

9. (China/Tech) – Tencent Holdings Gets Approval for Shenzhen Private Bank; Wenzhou and Tianjin Will Also Get Private Lenders

http://online.wsj.com/articles/tencent-holdings-gets-approval-for-shenzhen-private-bank-1406271241

http://online.wsj.com/articles/heard-on-the-street-baidu-finds-chinas-mobile-money-1406268963?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702304297104580050470798826784.html

Healthcare

1. (China/Healthcare) – China considers traditional Chinese medicine legislation

http://news.xinhuanet.com/english/china/2014-07/24/c_133508656.htm

Investing Process

1. Fujian Nuoqi (1353) chairman and chief executive Ding Hui and his wife Chen Ruiying have absconded with funds, leaving the menswear maker owing huge debts, Sina Finance reported

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=147734&sid=42682884&con_type=1&d_str=20140725&fc=8

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