Evening Bamboo Insight: 30 Jul 2014

Evening Bamboo Insight: 30 Jul 2014


  1. Aerospace Aftermarket On the Rise; Spares and service demand has marked positive growth in the sector

  1. The Family Dollar deal embodies everything wrong with American capitalism

  1. Upstart trading venue IEX may prompt U.S. market rule change

  1. Fear of bubbles hides the danger of stagnation; The gloomier economic outlook is that interest rates are low for good reason

  1. Why there is never such a thing as a single true and fair view; The absurdity whereby a fall in a bank’s credit standing becomes a source of profit

  1. Financial window closes for Moscow businesses

Asia Pacific

1. (Japan) – Investors Should Yen for Japanese Stocks

  1. (China) – Xi Rides the Tiger; The return to one-man rule will bring costs and risks to China

  1. (China) – Default settings in China

  1. (India) – Nutrition Is A Silent Emergency In India: Vinita Bali, who recently stepped down as the MD of Britannia Industries, now wants to focus on the creative lateral part of solving social problems

  1. (India) – How cool! Daikin eyes Indian market using Japanese technology; Daikin, the global leader in ACs, is betting on energy efficient technology and entrepreneurial dealers to succeed in India

  1. (China) – With China’s meat scandal, U.S. burger tycoon faces his biggest test yet

  1. (Korea) – Restructuring urgent for big Korean companies

  1. (China) – Will China ever have its own Harvard?

  1. (China) – Ending the era of the untouchables

  1. (China) – Nobel laureate Thomas Sargent optimistic about Silk Road Economic Belt

  1. (India) – India must tackle bad bank debts to grow; Lenders need to deal with $60bn in problem loans

  1. (India) – India struggles to build up infrastructure dream

  1. (Japan) – Sony set to fail Japan index test

  1. (India) – India’s Tata Group earmarks $35bn for global expansion plan

  1. (China) – Xi’s ‘tiger’ hunt breaks Communist party taboo; Xi Jinping takes risky path in disposal of ‘tiger’ Zhou Yongkang

  1. (China) – China’s Going After Zhou Yongkang For Corruption – Here’s Everyone In His Inner Circle


  1. The Power of the Doodle: Improve Your Focus and Memory; Research Shows That Doodling Helps People Stay Focused, Grasp New Concepts and Retain Information

  1. Sealed Air, the company behind Bubble Wrap, the packing material that never seems to get old

  1. No CEO Is Special Forever: Their customers might love them, but shareholders not so much

  1. How To Start Doing Work You Love And Illuminate The World With It

  1. How Loneliness Can Make You Sick — and Might Even Kill You

  1. The Former CEO of Ogilvy & Mather on Personal Branding

  1. Beyond technology: Why one Canadian company chooses to innovate the old fashioned way

  1. An idiot’s guide to an argument: How to not offend

  1. A 15th century lesson: In the early 15th century, Korea possessed one of the most revolutionary technologies of its day: printing with moveable type. Although invented in China, Korea was the world’s leader in the application of the technology

  1. Contenders for the patron saint of entrepreneurs: The greatest advocates for the entrepreneurial life from the humanities and social sciences; Nietzsche was a fierce proponent of humans living to their full potential, and taking risks in life

  1. A French revolution in work at O2: Creating jobs has made Guillaume Richard a business celebrity

  1. Ebola stirs noise while silence greets other killers; Both the deadly virus and old scourges can be stopped by long-term strategies

  1. 5 Brilliant Strategies That Make Honda One Of The World’s Most Innovative Companies

  1. 5 Tricks To Instantly Appear Competent

  1. 22 Quotes By Richard Branson That Take You Inside The Mind Of The Self-Made Billionaire

  1. Fascinating Facts About 10 Of The World’s Best-Selling Products

  1. 9 Subtle Things Leaders Do That Show They Have Integrity

  1. The 6th Mass Extinction Could Destroy The Future Of Medicine; The potent and diverse chemicals created by nature might hold the key to better treatments for cancer, many other diseases that stymie doctors – but only if we can reach them in time


  1. Cheap Tablets Crack Corning’s Stock; lower-end devices less likely to use Gorilla Glass

  1. Researchers Fret as Social Media Lift Veil on Drug Trials; Online Chatter Could Unravel Carefully Built Construct of ‘Blind’ Clinical Trials

  1. For Liberty Global, the Next Step Is the Content: CEO Mike Fries, Chairman John Malone Talk About Media Consolidation

  1. (Spore/Tech) – Gaming firm puts S’pore in billion-dollar club

  1. The New Bazaar: Online Shopping Catches On in India With Buyers and Global Investors

  1. How the Internet of Things Changes Business Models

  1. (Australia/Tech) – Patrick Grove’s New York meeting with Rupert Murdoch ahead of REA investment in iProperty

  1. (Australia/Tech) – Australian duo turn uni lecture notes into cash: Online service built by an ex-AFL player and a Macquarie Bank employee lets students cash in on their notes

  1. Why do subscription services still suck? When they do not own the content

  1. Chat app Line plans a ‘flash sales’ expansion in SE Asia

  1. E-Commerce Companies Have A Big Opportunity To Go After The Specialty Food Business


  1. Celebrities Struggle in Prepaid-Card Business; Fortune Eludes Cards Backed by the Famous as Competition from Big Banks Mounts and Fees Come Under Pressure

  1. McDonald’s Ruling Sets Ominous Tone for Franchisers; NLRB Decision Will Allow Franchise Workers to Treat McDonald’s as ‘Joint Employer’

  1. (Consumer/Australia) – Claiming for a cut of the coconut water boom

  1. McDonald’s should be the victim of the Shanghai-based Husi Food scandal involving the supply of expired meat. Instead, McDonald’s here is now perceived in a completely different light


Morning Bamboo Insight: 30 Jul 2014

Morning Bamboo Insight: 30 Jul 2014


  1. One-third of people in Europe say they don’t feel European

  1. Stock Market Keeps Its Faith in Humanity; After Years of Losing Ground to Computers, Human-Based Stock Trading Is Holding Its Own

  1. Meet the SEC’s 6,500 Whistleblowers; People Are Offering Confidential Information Under a Securities and Exchange Commission Program

  1. Cambodia: Wave of discontent; Hun Sen’s 29-year regime is tottering as a young population, angered by corruption, seeks change

  1. Audit is no longer the chore the board dreads most; There is uncertainty about what risk committees should do, writes Howard Davies

6. (Shipping/Macro) – One of the shipping industry’s most influential partnerships is set to end after 19 years, after Tor Olav Trøim said he was stepping down from his role at John Fredriksen’s main holding company

  1. Jaded Argentines brace for looming debt default

  1. VW set to overtake Toyota as global auto leader

Asia Pacific

  1. (Korea) – Collusion yet again in Korea: The Fair Trade Commission has imposed $424 million in fines on 28 local builders on charges of colluding on a W3.6tr state project to construct a bullet train network

  1. (Australia) – All ovens blazing in Aussie pizza wars; How can small pizzerias capture a slice of the market in the face of the major chains’ $5 pizza deals?

  1. (Korea) – If making investments in infrastructure in the North becomes possible, Korean companies must be the first.; Japan’s control of the ADB is apparent. Japan overwhelmingly won major projects

  1. (Australia/Commodities) – Aussie miners shift iron ore price in push back against China

5. (China) – Policy predictions even harder in China than in a democracy

6. (China) – China Said to Allow Five Regions to Create Bad-Loan Firms

  1. (China) – China Says Zhou Yongkang, Former Security Chief, Is Under Investigation

  1. (China) – Zhou Yongkang: Oil man whose well of power finally ran dry; No safe haven in China’s corruption crackdown

  1. (Msia/Healthcare) – Malaysia tries to parlay appeal to Muslim visitors into medical tourism push

  1. (China) – BBC profile of China’s Billionaire Ex-National Security Chief Investigated For “Serious Disciplinary Violation”

  1. (HK) – Is Hong Kong-US Dollar Link About To End? HKMA Buys $715 Million To Support Peg

  1. (Australia) – Aussie supermarket retailer giant Woolworths trademark maps out financial services ambition


  1. The Cardinal Sins of Innovation Policy

  1. The Most Important Factor Of Startup Success

  1. Why Victorinox still screws with the Swiss Army Knife; Keeping sharp through constant innovation: “We Swiss live in a small country with no resources. In the good times we need to prepare for the bad times. Nature has forced us to use our brains.”

  1. Performance Niches in Trading: The Rage to Master; Greatness is a function of how we approach life; the rage to master is a form of obsession

  1. Entrepreneurs’ focus is on livelihood; Four out of 10 new businesses in Korea are started as a means to make a living|home|newslist1

  1. Poll: How introverted are you? The results

  1. How Old Industries Become Young Again: Five indicators reveal when your sector is about to be transformed by dematurity

  1. When the Caregivers Need Healing

  1. Just as Dangerous as We Think: “The Norm Chronicles: Stories and Numbers About Danger and Death” is a kinetic trip through the percentages of risk and the primacy of perceptions

  1. The Norm Chronicles: Stories and Numbers About Danger and Death

  1. Teaching Teaching: Teachers shouldn’t be learning on the job as they go

  1. When It’s Cool To Have Nothing: Living a stripped-down life with few possessions is becoming popular – but critics point out that getting rid of stuff looks is a status symbol only if you have stuff to begin with

  1. 6 Ways To Take Care Of Your ‘Mental Hygiene’

  1. 7 Timeless Lessons On Resilience From ‘Philosopher King’ Marcus Aurelius

  1. 3 Risks Every Leader Should Take: Be alone. Be misunderstood. Don’t be like everyone else

  1. Tom Hiddleston Sent An Amazing Email To Director Joss Whedon After Reading ‘The Avengers’ Script For The First Time

  1. Are superstar architects, who often work in cities they know little about, creating buildings that don’t mesh well with the surroundings?

  1. The Creative Art of Selling a Book by Its Cover

  1. To Optimize Talent, Sweat the Small Stuff; Lots of little changes aimed at enhancing employee engagement and mindfulness can create a big payoff

  1. The Dark Triad at work

  1. Debunking myths in revitalising Chinese languages


  1. Here’s what automakers have to gain from connecting cars to the internet; carmakers will be able to decide whether they really need to honor a warranty claim or whether the problem was the customer’s fault

  1. (China/Tech) – China’s Baidu follows Google steer with self-driving car

  1. (China/Tech) – UnionPay Said to Hand Payment Firms Hefty Fines over Illegal Operations; Companies were caught charging businesses less than the agreed-upon fees to attract users

  1. Facebook to shut down Gifts service in latest e-commerce shift

  1. Does Your Company Collect Data – Or Hoard It? At what point does a company’s data collection become self-defeating?


  1. L’Oréal make-up goes virtual for selfie age


  1. Drugmakers juggle non-core assets

Investing Process

  1. Polycentricity, Self-Governance, and the Art & Science of Association

  1. The Shorting Premium and Asset Pricing Anomalies






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