Evening Bamboo Insight: 15 Aug 2014

Evening Bamboo Insight: 15 Aug 2014

Macro

  1. Second-term presidents cost America 40 lost years; Leaders nearing the end of their time in office lose the ability to influence other actors by offering future rewards

http://www.ft.com/intl/cms/s/2/74dacab2-1e3e-11e4-ab52-00144feabdc0.html#axzz3A3IK1v5P

  1. Unwary yield hunters risk liquidity trap; Sell early to avoid rush for high-yield exit as Fed QE ends

http://www.ft.com/intl/cms/s/0/1ba98a44-1d69-11e4-8b03-00144feabdc0.html#axzz3A3IK1v5P

  1. Making Sense of Junk Bonds’ Funk

http://online.wsj.com/articles/ahead-of-the-tape-making-sense-of-junk-bonds-funk-1407786210

  1. Welcome to the World of ‘Pension Smoothing’; New Bill Extends Provision That Allows Firms to Delay Making Pension Contributions

http://online.wsj.com/articles/welcome-to-the-world-of-pension-smoothing-1407800119

  1. Easy money cannot be new norm: MAS’ Menon

http://www.businesstimes.com.sg/premium/top-stories/easy-money-cannot-be-new-norm-mas-menon-20140812

  1. Erdogan: Turkey’s ‘big master’ with eye on history; Erdogan climbed from a humble youth in Istanbul to become one of the most significant but controversial leaders in the Islamic world.

http://www.afp.com/en/news/erdogan-turkeys-big-master-eye-history

  1. Another risk of market crash? Warning bells ringing

http://www.thestar.com.my/Business/Business-News/2014/08/11/Another-risk-of-market-crash-RBI-governor-Raghuram-Rajan-is-concerned-investors-may-leave-emerging-m/

Asia Pacific

  1. (Asean) – ASEAN moves on to final phase of implementation of Economic Community Blueprint

http://news.xinhuanet.com/english/business/2014-08/10/c_133546148.htm

  1. (China) – ISIS plans to take holy war to Xinjiang

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140810000163&cid=1101

  1. (China) – Southern Beauty forced to sell amid anti-corruption policy

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140811000030&cid=1206

  1. (China) – China issues emergency order to freeze new cement, glass

http://in.reuters.com/article/2014/08/08/china-industry-overcapacity-idINL4N0QE3DH20140808

  1. (Thai) – Tos Chirathivat, Central Group: a balancing act in Bangkok

http://www.ft.com/intl/cms/s/0/3b6cac74-141a-11e4-b46f-00144feabdc0.html#axzz3A3IK1v5P

  1. (Spore) – No influx of European wealth for Singapore

http://www.ft.com/intl/cms/s/0/83f369ea-2051-11e4-890a-00144feabdc0.html#axzz3A3IK1v5P

  1. (India) – The new Indian government will launch its eagerly awaited $10bn divestment plan for state companies with the sale next month of 5 per cent of Steel Authority of India (Sail), the country’s biggest steel group by volume

http://www.ft.com/intl/cms/s/0/e3e92cf4-2051-11e4-890a-00144feabdc0.html#axzz3A3IK1v5P

  1. (India) – Where Are Foreigners Parking Their Portfolios in India? Non-Indian investors have long been the important swing voters of the stock market. Though they only own around 20% of the overall market their billions represent bonus money

http://blogs.wsj.com/indiarealtime/2014/08/11/where-are-foreigners-parking-their-portfolios-in-india/?mod=WSJAsia_hpp_LEFTTopStories

  1. (Isia/Korea) – Hallyu boom aids Korean companies in Indonesia

http://news.asiaone.com/print/news/asia/hallyu-boom-aids-korean-companies-indonesia

  1. (Thai) – Former Thai PM returns home as legal threat lingers

http://www.reuters.com/article/2014/08/11/us-thailand-politics-idUSKBN0GB0PX20140811

  1. (China) – How China’s Trying to Boost Its Economy: ‘Qualitative Easing’

http://blogs.wsj.com/chinarealtime/2014/08/11/how-chinas-trying-to-boost-its-economy-qualitative-easing/

  1. (Spore/Msia) – Crossing Link to Singapore From Malaysia May Cost You $20 More Due to Spat

http://www.thejakartaglobe.com/business/crossing-link-singapore-malaysia-may-cost-20-due-spat/

  1. (Isia) – Heeding Concerns of the Spread of ISIS Across Indonesia

http://www.thejakartaglobe.com/opinion/heeding-concerns-spread-isis-across-indonesia/

  1. (China) – Li Ka-shing, Wang Jianlin And China’s Falling Home Prices; China’s real estate billionaires have been hedging their bets in recent days by shifting their investments away from the country’s property sector

http://www.forbes.com/sites/michaelcole/2014/08/11/li-ka-shing-wang-jianlin-and-chinas-falling-home-prices/print/

  1. (Japan) – Future appears bright for indoor veggie farms; Japan has seen an increasing number of firms starting veg-growing operations in factories, as they can produce pesticide-free veg with a production efficiency up to 100 times of trad farms

http://www.japantimes.co.jp/news/2014/08/11/business/tech/future-appears-bright-indoor-veggie-farms/

Life

  1. Simplifying the Bull: How Picasso Helps to Teach Apple’s Style: Inside Apple’s Internal Training Program

http://www.nytimes.com/2014/08/11/technology/-inside-apples-internal-training-program-.html?ref=technology

  1. The Poet, Scientist, Journalist, Boxer Approach To Entrepreneurship

http://techcrunch.com/2014/08/09/the-poet-scientist-journalist-boxer-approach-to-entrepreneurship/

  1. How To Stop Being Lazy And Get More Done – 5 Expert Tips

http://www.bakadesuyo.com/2014/08/how-to-stop-being-lazy/

  1. The 10 secrets to successful people’s calm

http://qz.com/246278/the-10-secrets-to-successful-peoples-calm/

  1. Civil-service reform: Modernising the mandarins; Tight finances and rising expectations are remaking civil services

http://www.economist.com/news/international/21611149-tight-finances-and-rising-expectations-are-remaking-civil-services-modernising

  1. How to turn every child into a “math person”

http://qz.com/245054/how-to-turn-every-child-into-a-math-person/

  1. The Benefits of Lucid Dreaming; Researchers Decipher Clues From Those With Greater Awareness, Control of Behavior in Dreams

http://online.wsj.com/articles/the-benefits-of-lucid-dreaming-1407772779

  1. Value in Old Guitars: The market for valuable guitars has its ups, downs and idiosyncrasies. But that’s the fun of it

http://blogs.barrons.com/penta/2014/08/11/value-in-old-guitars/?mod=BOLBlog?mod=BOL_hp_highlight_1

  1. Britain’s billionaires who never went to university; These British entrepreneurs shunned university and set up shop instead – earning billions in the process. We chart how they did it

http://www.telegraph.co.uk/finance/personalfinance/fameandfortune/11003122/Britains-billionaires-who-never-went-to-university.html

TMT

  1. 50 Million New Reasons BuzzFeed Wants to Take Its Content Far Beyond Lists; The viral media site will use a $50 million investment to diversify its content, expand its video arm and create an in-house incubator for new technology

http://www.nytimes.com/2014/08/11/technology/a-move-to-go-beyond-lists-for-content-at-buzzfeed.html?ref=business&_r=0

  1. (Asia/Tech) – Microsoft’s emerging markets problem: Few want to pay for genuine product

http://uk.reuters.com/article/2014/08/11/uk-microsoft-emergingmarkets-idUKKBN0GA0UZ20140811

  1. Origami Inspires Rise of Self-Folding Robot

http://www.nytimes.com/2014/08/08/science/a-self-folding-robot-inspired-by-origami.html?ref=science

  1. (Australia/Tech) – Freelancer ‘feels like eBay in 1997’: CEO

http://www.theage.com.au/business/freelancer-feels-like-ebay-in-1997-ceo-20140811-102lyv.html

  1. (China/Tech) – Alibaba’s land speculation under guise of e-commerce

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140810000112&cid=1102&MainCatID=0

  1. (India/Tech) – India’s e-retailers gear up for turf war

http://www.ft.com/cms/s/0/d3f71204-1cbc-11e4-b4c7-00144feabdc0.html#axzz3A47Vbtg4

  1. (China/Tech) – Zhongguancun, China’s iconic technology park, is to expand out of the capital under the coordinated development initiative for Beijing, Tianjin and Hebei

http://news.xinhuanet.com/english/china/2014-08/08/c_133543041.htm

  1. The Logic Of Crazy Valuations

http://techcrunch.com/2014/08/10/the-logic-of-crazy-valuations/

  1. (Korea/Asean/Tech) – Samsung Localizes Southeast Asia Strategy; World’s Top Smartphone Maker Uses Apps to Tailor Content, Deals to Individual Countries

http://online.wsj.com/articles/samsung-localizes-southeast-asia-strategy-1407769967

  1. Two Upstarts Plot Each Other’s Demise; Uber and Lyft Also Aim to Supplant Taxi Industry

http://online.wsj.com/articles/two-tech-upstarts-plot-each-others-demise-1407800744

  1. An App Like Yo Could Turn Out to Be Bigger Than Twitter; It Makes Use of Alerts, the Most Valuable Property in the Media Universe

http://online.wsj.com/articles/yo-this-app-isnt-so-dumb-1407714995

  1. Internet Travel Service Priceline To Ramp Up TV Ad

http://online.wsj.com/articles/pricelines-profit-forecast-disappoints-1407756243

Consumer

  1. How online retailer Novosbed is giving the mattress industry a wake-up call

http://business.financialpost.com/2014/08/09/how-online-retailer-novosbed-is-giving-the-mattress-industry-a-wake-up-call/

  1. (Australia/Consumer/Tech) – Online strategy: Woolworths opens first supermarket without customers

http://www.brw.com.au/p/business/online_strategy_woolworths_opens_GaWvtasFtJaFVEvVF4dxiN

  1. (Consumer/China) – Pret’s private equity owner eyes China expansion

http://www.ft.com/intl/cms/s/0/95adb964-1666-11e4-8210-00144feabdc0.html#axzz3A47Vbtg4

  1. Playing P&G’s Brand Cleanup: Options investors can use a combination of puts and calls to position themselves for P&G’s divestitures

http://online.barrons.com/news/articles/SB50001424053111904329504580071540333732342

  1. (Consumer/Commodities) – Going bananas: rival bidder threatens Chiquita-Fyffes $1bn inversion deal

http://www.telegraph.co.uk/finance/commodities/11026256/Going-bananas-rival-bidder-threatens-Chiquita-Fyffes-1bn-inversion-deal.html

Investing Process

  1. Teachings from 50 years of investing

http://www.ft.com/intl/cms/s/0/6a0acbb8-2346-11e2-a46b-00144feabdc0.html#axzz3A8WRQ5S3

  1. Misunderstanding Buffett

http://advisorperspectives.com/actions/generate_pdf.php

Energy

  1. Kinder Morgan to Consolidate Empire: Gas-Pipeline Company Says Master Limited Partnerships Structure Has Become Too Unwieldy

http://online.wsj.com/articles/kinder-morgan-to-consolidate-in-70-billion-deal-1407704960

  1. Brazil’s Petrobras: Tarred by corruption; An investigation into the state oil company has tarnished political reputations

http://www.ft.com/intl/cms/s/0/6d00da0c-1c7c-11e4-98d8-00144feabdc0.html#axzz3A3IK1v5P

 

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