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Morning Bamboo Insight: 05 Aug 2014

Morning Bamboo Insight: 05 Aug 2014

Macro

  1. Big US banks shedding star financiers and traders

http://www.thestar.com.my/Business/Business-News/2014/08/04/Big-US-banks-shedding-star-financiers-and-traders/

  1. For FedEx and UPS, a Cheaper Route: the Post Office; Agency Stretches to Handle Business From Express Couriers; Is the Price Right?

http://online.wsj.com/articles/u-s-mail-does-the-trick-for-fedex-ups-1407182247?mod=WSJ_hp_RightTopStories

  1. Hedge funds eye a profit from European bank research retreat

http://in.reuters.com/article/2014/08/04/uk-financials-research-idINKBN0G40S620140804

  1. Why Buffett’s Berkshire Hathaway Is Clearly a Buy; At 1.35 times book value, shares remain attractive, especially with cash swelling to $49 billion

http://online.barrons.com/news/articles/SB50001424053111904329504580071753684230316?mod=BOL_twm_da

  1. Q&A: An African leader on why the continent could be the next great growth story

http://fortune.com/2014/08/04/qa-an-african-leader-on-why-the-continent-could-be-the-next-great-growth-story/

Asia Pacific

  1. (Isia) – Jakarta welcomes first ethnic Chinese governor

http://news.asiaone.com/print/news/asia/jakarta-welcomes-first-ethnic-chinese-governor

2. (China) – China Using Antimonopoly Law to Pressure Foreign Businesses; Experts Says Beijing Seeking Greater Sway Over Prices Paid by Chinese Companies and Consumers

http://online.wsj.com/articles/china-using-antimonopoly-law-to-pressure-foreign-businesses-1407154916?mod=WSJ_hp_LEFTWhatsNewsCollection

  1. (China) – After China port fraud probe, messy legal fight chills metal trade

http://www.reuters.com/article/2014/08/03/us-china-qingdao-lawsuit-idUSKBN0G30RJ20140803

  1. (China) – Xi Jinping’s tiger slaying distracts from party infighting: Duowei

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140804000061&cid=1101

  1. (China) – The mysterious family of Zhou Yongkang

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140804000016&cid=1101

  1. (India) – India’s Toilet Race Failing as Villages Don’t Use Them

http://www.bloomberg.com/news/print/2014-08-03/india-s-toilet-race-failing-as-villages-don-t-use-them.html

7. (China) – Mapping China’s Zhou Yongkang’s Web Of Power, Money, & Connections

http://www.scmp.com/infographics/article/1562539/infographic-sprawling-empire

  1. (Taiwan) – Taiwan Leaves Itself Behind; Ratifying a pact with China is the first step to diversified trade

http://online.wsj.com/articles/taiwan-leaves-itself-behind-1407171366

  1. (India) – India vs. the World: Scuttling a WTO trade deal hurts the Modi government’s attempt to project a reformist image to the world

http://online.wsj.com/articles/dhume-india-vs-the-world-1407171127

  1. (India) – Shares of India’s Syndicate Bank Fall After Chairman’s Arrest; Federal Investigators Say Sudhir Kumar Jain Accepted Bribes to Secure Loan Extensions

http://online.wsj.com/articles/shares-of-indias-syndicate-bank-fall-after-chairmans-arrest-1407166639?mod=yahoo_hs

  1. (India) – Polaris Industries Throws Down Against Mighty Harley-Davidson; Company Tries to Grab Attention for Indian, Victory Brands at Sturgis, S.D., Motorcycle Rally

http://online.wsj.com/articles/polaris-throws-down-against-mighty-harley-davidson-1407185344

  1. (Spore) – Singapore Airlines jet minutes away when MH17 shot down

http://news.asiaone.com/print/news/singapore/singapore-airlines-jet-minutes-away-when-mh17-shot-down

  1. (Spore) – Singapore contributed just S$227 million to Bosch’s total sales of S$18.3 billion in the Asia-Pacific

http://www.businesstimes.com.sg/premium/singapore/spore-vital-market-boschs-new-technologies-20140805

  1. (Msia) – The Malaysian equities market recorded a whopping RM13bil in net outflows of foreign portfolio funds over a 15-month period, and industry experts remain divided as to whether this negative trend will continue

http://www.thestar.com.my/Business/Business-News/2014/08/05/Local-equities-market-sees-RM13bil-net-outflows-over-15-months/

  1. (Spore/China) – Singapore’s Great Sale That Wasn’t: China Tourists Stay Away; “We will never come here again to shop on purpose”

http://www.thejakartaglobe.com/business/singapores-great-sale-wasnt-china-tourists-stay-away/

Life

  1. Margaret Thatcher was renowned for surviving on just four hours of sleep a night, and now scientists may have found the source of her extraordinary ability

http://www.theage.com.au/technology/sci-tech/thatcher-gene-key-to-thriving-on-less-sleep-20140802-zzp9q.html

  1. 4 Ways to Retrain Your Brain to Handle Information Overload

http://www.fastcompany.com/3033845/the-future-of-work/4-ways-to-retrain-your-brain-to-handle-information-overload?partner=newsletter

  1. The Remarkable Legacy of Warren Bennis, A Leader Of Leaders

http://www.huffingtonpost.com/bill-george/the-remarkable-legacy-of_b_5647728.html

http://blogs.hbr.org/2014/08/warren-bennis-leadership-pioneer/

http://www.forbes.com/sites/stevedenning/2014/08/02/a-tribute-to-warren-bennis-a-leader-of-leaders/print/

http://www.nytimes.com/2014/08/02/business/warren-g-bennis-scholar-on-leadership-dies-at-89.html?_r=0

  1. Five Simple Ways To Bring Out The Best In Others

http://www.forbes.com/sites/brucekasanoff/2014/08/04/five-simple-ways-to-bring-out-the-best-in-others/print/

  1. World War I Centenary Marked in Liège; World Leaders Gather in Belgian City Where Fighting Started

http://online.wsj.com/articles/world-war-i-centenary-marked-in-liege-1407146650?mod=WSJAsia_hpp_LEFTTopStories

  1. A Perfect Dose of Pessimism: A negative outlook at times can help you manage anxiety and stay healthy

http://online.wsj.com/articles/a-perfect-dose-of-pessimism-1407196064

  1. Singaporean founder of American food subscription service talks about the challenges she faced launching her startup in the US

http://www.businesstimes.com.sg/specials/sme-inc/others/love-food-hungry-success-20140805

  1. Great books remind us that our lives and collective history is more meaningful than the petty ambitions and bickering of leaders

http://www.thestar.com.my/Opinion/Columnists/Ceritalah/Profile/Articles/2014/08/05/We-can-still-learn-from-history/

  1. The Role Of Family In Good Education Is Really Important: James Heckman

http://forbesindia.com/printcontent/38337

  1. Winning Strategies For the Solution Economy

http://forbesindia.com/printcontent/38152

  1. Market Basket Shows the Best and Worst of Family Business

http://blogs.hbr.org/2014/08/market-basket-shows-the-best-and-worst-of-family-business/

  1. Don’t Trust Your Company’s Reputation to the Quants

http://blogs.hbr.org/2014/08/dont-trust-your-companys-reputation-to-the-quants/

  1. Lafley’s P&G Brand Cull and the 80/20 Rule

http://blogs.hbr.org/2014/08/lafleys-pg-brand-cull-and-the-8020-rule/

  1. New Singapore: Grandma sleeps in TTSH Hospital’s corridor for 2 days

http://www.tremeritus.com/2014/08/04/grandma-sleeps-in-ttshs-corridor-for-2-days/

  1. Education no cure-all for bad decisions; Explaining how pensions work might alarm rather than empower

http://www.ft.com/intl/cms/s/0/40af4b06-1b2c-11e4-b649-00144feabdc0.html#axzz39Tzztfi8

TMT

  1. (India/Media) – Indian media fret as conglomerate buys up major news channel

http://www.reuters.com/article/2014/08/03/us-india-media-idUSKBN0G300R20140803

  1. (China/Tech) – Xiaomi Overtakes Samsung in China Smartphone Market

http://blogs.wsj.com/digits/2014/08/04/xiaomi-overtakes-samsung-in-china-smartphone-market/?mod=WSJ_hp_Asia_EditorsPicks

  1. (China/Tech) – SAIC, Alibaba developing internet-connected cars

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140804000087&cid=1206

  1. Why Standalone Apps Are Supposed To Fail

http://techcrunch.com/2014/08/04/why-standalone-apps-are-supposed-to-fail/

  1. (China/Tech) – Xiaomi transformed from a niche player into the biggest smartphone maker in China, seemingly overnight. How did that happen so fast?

http://bits.blogs.nytimes.com/2014/08/04/xiaomi-tops-chinese-smartphone-market/?ref=technology

  1. Chegg, dubbed the “Netflix of books” Finds Partner to Handle Its Textbooks; The move by Chegg is an attempt to answer investors who may be wary that its signature business is becoming obsolete

http://www.nytimes.com/2014/08/05/business/media/chegg-finds-partner-to-handle-its-textbooks.html?

Consumer

  1. (Consumer/Tech) – Can this startup kill off the supermarket? Farmigo, a small farm-delivered food service, has an audacious dream: It thinks it can help wipe out the likes of Kroger and Albertsons

http://fortune.com/2014/08/04/can-this-startup-kill-off-the-supermarket/

  1. Procter and Gamble’s CEO is dismantling the behemoth he spent a decade building; “The problem is that focusing on fewer and bigger brands assumes that these will be the preferred choices for shoppers all around the world”

http://qz.com/244464/procter-and-gamble-brand-divestment/

Healthcare

  1. (China/Healthcare) – GE’s expensive equipment weighs down rural China’s telemedical market

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140804000088&cid=1206

Investing Process

1. Research – The Geography of Financial Misconduct

http://www.nber.org/papers/w20347?utm_campaign=ntw&utm_medium=email&utm_source=ntw

  1. Research – History of American Corporate Governance: Law, Institutions, and Politics

http://www.nber.org/papers/w20356?utm_campaign=ntw&utm_medium=email&utm_source=ntw

  1. The mess behind Banco Espirito Santo and its €3.6bn loss: Unusual accounting practices and related-party transactions, including apparently overvaluing certain assets and selling debt to its retail-banking clients

http://online.wsj.com/articles/espirito-santo-saga-entangles-swiss-company-1407149961

http://online.wsj.com/news/articles/SB10001424052702304014504579249151194382842

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