Morning Bamboo Insight: 14 Aug 2014

Morning Bamboo Insight: 14 Aug 2014

Macro

1. Mergers and acquisitions: When giant deals fail, life rarely goes back to normal

http://www.economist.com/news/business/21611161-when-giant-deals-fail-life-rarely-goes-back-normal-coming-unstuck

2. US groups ponder the great tax escape

http://www.ft.com/intl/cms/s/0/3157acac-1f14-11e4-9d7d-00144feabdc0.html#axzz39ro3mEbz

3. How to Get America Moving Again; The world is in turmoil and needs a stronger U.S. It’s time to wake the sleeping giant by taking these specific steps to rev up the economy

http://online.wsj.com/articles/george-p-shultz-how-to-get-america-moving-again-1407536979

Asia Pacific

1. (Asia) – Neither truth nor justice: Efforts to confront Asian atrocities founder on the rocks of political expediency

http://www.economist.com/news/asia/21611106-efforts-confront-asian-atrocities-founder-rocks-political-expediency-neither-truth-nor

2. (India) – India’s civil-service exams: The unlevel field; Fights over English speak to deeper problems in education

http://www.economist.com/news/asia/21611150-fights-over-english-speak-deeper-problems-education-unlevel-field

3. (Msia) – Malaysian politics: What’s Malay for gerrymandering? This year’s delineation of electoral boundaries will determine the future of Malaysian politics

http://www.economist.com/news/asia/21611139-years-delineation-electoral-boundaries-will-determine-future-malaysian-politics-whats

4. (Thai) – Thailand: Peace, order, stagnation; As the economy stumbles, the junta has an image problem

http://www.economist.com/news/asia/21611133-economy-stumbles-junta-has-image-problem-peace-order-stagnation

5. (India) – India’s car market shifts up a gear

http://www.ft.com/intl/cms/s/0/b0d2a7d0-1eeb-11e4-ad93-00144feabdc0.html#axzz39ro3mEbz

6. (China) – Meet China’s Boomerang Kids: One-Third of Graduates Still Rely on Parents, Survey Says

http://blogs.wsj.com/chinarealtime/2014/08/07/meet-chinas-boomerang-kids-one-third-of-graduates-still-rely-on-parents-survey-says/

Life

1. Leading light: The man who invented the study of corporate leadership, Warren Bennis, died on July 31st aged 89

http://www.economist.com/news/business/21611101-man-who-invented-study-corporate-leadership-warren-bennis-died-july-31st-aged

2. Unilever: In search of the good business; For the second time in its 120-year history, Unilever is trying to redefine what it means to be a virtuous company

http://www.economist.com/news/business/21611103-second-time-its-120-year-history-unilever-trying-redefine-what-it-means-be

3. The Guy Who’s Trying To Build The Next Microsoft Wrote This Epic Resignation Letter When He Left Yahoo

http://www.businessinsider.sg/stewart-butterfield-epic-resignation-letter-2014-8/#.U-WqTfmSxqU

4. How Great Entrepreneurs Think

https://www.linkedin.com/today/post/article/20140731203519-66003538-how-great-entrepreneurs-think?trk=tod-posts-post1-psum

5. The 13 Best Books The Army Wants Its Leaders To Read

http://www.businessinsider.sg/army-reading-list-2014-8/#.U-Wod_mSxqU

http://www.history.army.mil/html/books/105/105-1-1/CMH_Pub_105-5-1_2014.pdf

6. Barbie as a role model; Barbie had notched up 150 careers by the age of 50, including dolphin trainer

http://www.ft.com/intl/cms/s/2/40cd9cd8-f867-11e3-815f-00144feabdc0.html#axzz39ro3mEbz

7. The Youngest Are Hungriest: Why do eldest sons in India overshadow their siblings? Because they’re literally taller

http://www.nytimes.com/2014/08/10/opinion/sunday/the-youngest-are-hungriest.html?emc=edit_th_20140809&nl=todaysheadlines&nlid=36114517&_r=0

8. A Field Guide to Getting Lost: Rebecca Solnit on How We Find Ourselves

http://www.brainpickings.org/index.php/2014/08/04/field-guide-to-getting-lost-rebecca-solnit/

9. On Doubt

http://www.capitalideasonline.com/articles/index.php?id=4713

1. Books – Philosophy Bites Back

http://www.amazon.com/Philosophy-Bites-Back-David-Edmonds/dp/0198705964/

1. Art & Physics: Leonard Shlain on Integrating Wonder and Wisdom

http://www.brainpickings.org/index.php/2014/08/07/art-physics-leonard-shlain/

2. Books – Bobby Fischer Goes to War: How A Lone American Star Defeated the Soviet Chess Machine

http://www.amazon.com/Bobby-Fischer-Goes-War-American/dp/0060510250/

TMT

1. Travel websites: David vs two Goliaths; TripAdvisor could challenge the big two providers of online travel services

http://www.economist.com/news/business/21611100-tripadvisor-could-challenge-big-two-providers-online-travel-services-david-vs-two

2. Why This Extremely Hyped-Up Startup Completely Disappeared For Two Years

http://www.businessinsider.sg/wireless-charging-startup-ubeam-2014-8/#.U-WqrfmSxqU

3. (China/Tech) – Alibaba Tells Media Watchdog about Tech Magazine’s ‘Organized Extortion’; Net titan says IT Times and an affiliated website are trying to get it to pay to stop negative coverage ahead of New York listing

http://english.caixin.com/2014-08-08/100714755.html

4. (China/Healthcare/Tech) – Backed by Investors, Chinese Health Apps Flex Muscle

http://english.caixin.com/2014-08-06/100713683.html

5. Big Data’s High-Priests of Algorithms; ‘Data Scientists’ Meld Statistics and Software for Find Lucrative High-Tech Jobs

http://online.wsj.com/articles/academic-researchers-find-lucrative-work-as-big-data-scientists-1407543088

Consumer

1. (China/Consumer) – 5 Ways Starbucks Is Different In China

http://www.businessinsider.sg/how-starbucks-is-different-in-china-2014-8/#.U-WpSvmSxqU

Healthcare

1. Patents that kill: The patent system encourages pharmaceuticals to pump out drugs aimed at those who have no chance of survival

http://www.economist.com/blogs/freeexchange/2014/08/innovation

Investing Process

1. Finding Smart Beta in the Factor Zoo

http://www.researchaffiliates.com/Our%20Ideas/Insights/Fundamentals/Pages/223_Finding_Smart_Beta_in_the_Factor_Zoo.aspx