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Evening Bamboo Insight: 06 Aug 2014
August 6, 2014 5:57 pm
Evening Bamboo Insight: 06 Aug 2014
Macro
- Managers should ask themselves: what would Carl Icahn see?
http://www.ft.com/intl/cms/s/0/babeb858-1bb0-11e4-9db1-00144feabdc0.html?siteedition=intl#axzz39Tzztfi8
- Germany seeks to limit investor protection to save trade deal
http://www.ft.com/intl/cms/s/0/bcb8ab98-1bdb-11e4-adc7-00144feabdc0.html#axzz39Tzztfi8
- Fund managers: Assets or liabilities? Regulators worry that the asset-management industry may spawn the next financial crisis
http://www.economist.com/news/finance-and-economics/21610297-regulators-worry-asset-management-industry-may-spawn-next-financial
- FCA bans sale of financial product to retail investors for first time; City regulator uses new power to block contingent covertible securities, or CoCos, which it called highly risky and untested
http://www.theguardian.com/business/2014/aug/05/fca-bans-sale-financial-product-retail-investors-first-time
- The inequality debate avoids asking who is harmed
http://www.ft.com/intl/cms/s/0/b46a586e-1be6-11e4-9db1-00144feabdc0.html#axzz39ZlCXz8X
- Corporate acquirors take early aim at their target’s investors
http://www.ft.com/intl/cms/s/0/19f3121c-1420-11e4-9acb-00144feabdc0.html#axzz39Zm7qMSg
Asia Pacific
- (China) – Anti-graft campaign is not all it seems; Nature of Chinese justice undermines Xi’s corruption drive
http://www.ft.com/intl/cms/s/0/2ebe2150-1970-11e4-8730-00144feabdc0.html#axzz39Tzztfi8
- (Thai) – Thai junta bans computer game simulating dictatorship
http://news.asiaone.com/print/news/asia/thai-junta-bans-computer-game-simulating-dictatorship
- (China) – Investors Stung by Losses After Exiting Struggling Property Fund in China; Stake Bought for $120 Million in 2008 Recently Sold for Less Than $49.8 Million
http://online.wsj.com/articles/investors-stung-by-losses-after-exiting-struggling-property-fund-in-china-1407234183?mod=_newsreel_5
- (Japan) – Toyota Steps Off Currency Accelerator; Profit Growth Slowed Sharply as Yen Stopped Falling
http://online.wsj.com/articles/heard-on-the-street-toyota-steps-off-currency-accelerator-1407234776
- (China) – Elites Tremble as Xi Cleans House; Even After Top-Level Takedown, Antigraft Purges Aren’t Losing Steam
http://online.wsj.com/articles/elites-tremble-as-xi-cleans-house-1407222978?mod=asia_home
- (China) – Profile: Wang Qishan, China’s anti-corruption tsar; ‘Chief of the fire brigade’: Mr Wang’s willingness to say what he thinks is what first endeared him to party leaders
http://www.ft.com/intl/cms/s/0/bb14b9c4-1bce-11e4-9db1-00144feabdc0.html
- (Korea) – Part-time policy creates low-quality jobs in SKorea
http://news.asiaone.com/print/news/asia/part-time-policy-creates-low-quality-jobs-skorea
- (India) – India Is Luring Real-Estate Investors Again; Stronger Economy, Political Changes Have Foreigners Returning After Financial Crisis
http://online.wsj.com/articles/india-is-luring-real-estate-investors-again-1407263766?mod=WSJAsia_hpp_LEFTTopStories
- (Korea) – Royce: South Korea’s Influence on Asia is Hard to Ignore
http://www.roycefunds.com/insights/2014/08/south-korea-influence-asia-hard-ignore
- (HK) – Royce: Hong Kong: A Rich Market for Long-Term Investors
http://www.roycefunds.com/insights/2014/07/hong-kong-rich-market-long-term-investors
- (Japan) – Royce: Why We’re Optimistic About Japanese Micro-Caps
http://www.roycefunds.com/insights/2014/05/why-optimistic-about-japanese-micro-caps
- (Msia) – Bank mergers in Malaysia get difficult
http://www.thestar.com.my/Business/Business-News/2014/08/06/Bank-mergers-get-difficult-Pairing-of-lenders-in-Malaysia-will-become-unpredicta/
- (Japan) – Corporate governance – The next catalyst for Japanese equities: Columbia Management
http://blog.columbiamanagement.com/corporate-governance-the-next-catalyst-for-japanese-equities
- Singapore Real Estate Billionaire Koh Wee Meng Seeks Safer Ground In Australia
http://www.forbes.com/sites/forbesasia/2014/07/23/property-developer-koh-wee-meng-seek-terrain-in-australia/print/
- (India) – How SREI Infra recovered money from Kingfisher Airlines
http://forbesindia.com/printcontent/38339
- (Korea) – Major Korean conglomerates shy on dividend payouts
http://www.koreatimes.co.kr/www/news/biz/2014/08/127_162368.html
- (Asia) – Asia’s Next Crisis Is a Flood of Debt
http://www.thejakartaglobe.com/opinion/asias-next-crisis-flood-debt/
- (Australia) – How Australia’s best mid-market businesses think and act global
http://www.brw.com.au/p/business/mid-market/how_australia_best_mid_market_businesses_mdeKiTUy4DdyNzggV3rMQO
- (Korea) – S. Korea manufacturing industry facing ‘perfect storm’
http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1066610&selFlag=&relatedcode=&wonNo=&sID=308
- (Korea) – Time to Take Down Korea’s Stumbling Giants
http://www.bloombergview.com/articles/2014-07-31/time-to-take-down-korea-s-stumbling-giants
- (HK) – Confidence in HK’s mandatory provident fund schemes reached a nadir last month; 24 percent of the respondents, aged between 18 and 64, said they had “zero confidence” in the retirement protection scheme
http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=148073&sid=42752295&con_type=1&d_str=20140806&fc=4
- (India) – Confidence in India’s state lenders shaken by bribery scandal
http://www.ft.com/intl/cms/s/0/479968d4-1c99-11e4-98d8-00144feabdc0.html#axzz39Zm7qMSg
- (Thai) – Thai unrest knocks GM off course in Asean
http://www.ft.com/intl/cms/s/0/1bbb90d0-1c75-11e4-98d8-00144feabdc0.html#axzz39Zm7qMSg
- (Korea) – South Korean Shipyard Workers Wear Robo-Suits For Super-Strength
http://www.businessinsider.sg/daewoo-robotic-exoskeletons-2014-8/#.U-GYlvmSxqU
- (Asia) – Innovation blowback: Disruptive management practices from Asia
http://www.mckinsey.com/insights/innovation/innovation_blowback_disruptive_management_practices_from_asia
Life
- Wall Street CEO Gives His Employees 10 Life Lessons He Wants Them All To Learn This Summer
http://www.businessinsider.sg/jefferies-dick-handler-life-lessons-2014-8/#.U-BRv_mSxqU
- 7 Management Strategies From Some Of History’s Greatest Generals
http://www.businessinsider.sg/war-strategies-for-management-2014-8/#.U-BSSPmSxqU
- For Honda, Waigaya Is the Way; At the Japanese auto giant Honda, unplanned, agenda-free meetings are ubiquitous and indispensable
http://www.strategy-business.com/article/00269?gko=48bd9&cid=20140805enews&utm_campaign=20140805enews
- “Guardians of The Galaxy” Director James Gunn On His Path To Big-Budget Filmmaking: Remember Who You’re Creating For and Why
http://www.fastcocreate.com/3033473/then-and-now/guardians-of-the-galaxy-director-james-gunn-on-his-path-to-big-budget-filmmakin
- In Canada, a Feud Divides the Irving Family Empire: A schism is growing within the once tight-knit and still powerful Irving family business
http://online.wsj.com/articles/in-canada-a-feud-divides-the-irving-family-empire-1407205802
- Books – World Right Side Up: Investing Across Six Continents
http://www.amazon.com/World-Right-Side-Investing-Continents/dp/1118171403
- 11 Ways You Can Finally Stop Procrastinating
http://www.businessinsider.sg/how-to-stop-procrastinating-2014-8/#.U-EAQPmSxqU
- ‘Guardians Of The Galaxy’ Director Writes Awesome, Heartfelt Letter To Fans
http://www.businessinsider.sg/guardians-of-the-galaxy-director-james-gunns-letter-to-fans-2014-8/#.U-EAWfmSxqU
- How to Develop Your Personal Presence on Social Media and in Real Life; Presence, a Mix of How You Look, How You Communicate and How You Behave, Influences Your Social Stature and Ability to Climb the Ranks
http://online.wsj.com/articles/how-to-develop-your-personal-presence-on-social-media-and-in-real-life-1407279919
- Venture Capitalists Get Paid Well to Lose Money
http://blogs.hbr.org/2014/08/venture-capitalists-get-paid-well-to-lose-money/
http://www.kauffman.org/~/media/kauffman_org/research%20reports%20and%20covers/2012/05/we%20have%20met%20the%20enemy%20and%20he%20is%20us(1).pdf
- The Crooked Ladder: The criminal’s guide to upward mobility
http://www.newyorker.com/magazine/2014/08/11/crooked-ladder
- Rising Above Illness & Misfortune in a bamboo-thatched house
http://www.thejakartaglobe.com/features/rising-illness-misfortune/
- How to build your personal brand, with Ogilvy & Mather chair Shelly Lazarus
http://www.brw.com.au/p/leadership/lazarus_shelly_build_your_personal_mzhxVPSxpzmSLgAKiq4lrK
TMT
- University students are cashing in on lecture and texbook notes by selling them online using a new service
http://www.theage.com.au/digital-life/digital-life-news/australian-duo-turn-uni-lecture-notes-into-cash-20140730-zy2g0.html.html
- (China/Tech) – Alibaba Has a Computing Cloud, and It’s Growing, Too
http://bits.blogs.nytimes.com/2014/08/04/alibaba-has-a-computing-cloud-and-its-growing-too/
- (Korea/Tech) – Samsung’s Cellphone Foothold in Asia Is Challenged; Local Carriers in China and India Outpace South Korean Technology Giant
http://online.wsj.com/articles/samsungs-cellphone-foothold-in-asia-challenged-1407241638
- (Media/Tech) – Gannett becomes the latest media firm to split its print, TV assets
http://fortune.com/2014/08/05/gannett-spin-off-publishing/
- (China/Tech) – China’s phone makers fear Qualcomm retaliation after probe
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1206&MainCatID=12&id=20140805000150
- The Dark Age Of Enterprise Software Is Ending
http://techcrunch.com/2014/08/05/the-dark-age-of-enterprise-software-is-ending/
- Newspapers Press On, on Their Own: Gannett Is Latest Media Giant Splitting in Two, Separating Publishing From TV
http://online.wsj.com/articles/newspapers-press-on-on-their-own-1407281083
- Shoppers Are Fleeing Physical Stores
http://online.wsj.com/articles/shoppers-are-fleeing-physical-stores-1407281362?mod=_newsreel_2
- (China/Tech) – Alibaba and Tencent step up rivalry in apps market
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140805000108&cid=1206
- (China/Tech) – Continued rapid growth tests Xiaomi’s R&D strength; “Xiaomi now has an R&D team of 1,800 members, covering the fields of hardware, MIUI, cloud-end services, TV, set-top boxes, and e-commerce”
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1206&MainCatID=12&id=20140805000113
Consumer
- Why Coke’s experiment with vitaminwater turned sour
http://qz.com/244483/why-cokes-experiment-with-vitaminwater-turned-sour/
Healthcare
- Christofer Toumazou’s ‘lab on a chip’ makes preventing illness possible; Greek-Cypriot engineer wins European inventor award for USB device that decodes patient’s DNA within minutes outside a lab
http://www.theguardian.com/business/2014/jul/27/christopher-toumazou-lab-chip-dna-european-inventor-award
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