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Morning Bamboo Insight: 17 Aug 2014

Morning Bamboo Insight: 17 Aug 2014

Macro

  1. A Crisis a Century in the Making: The Arab world is still trying to sort out the unfinished business of the Ottoman Empire

http://www.nytimes.com/2014/08/11/opinion/a-crisis-a-century-in-the-making.html?ref=opinion

  1. Finance: The FICC and the dead; Banks’ once-mighty trading businesses are humbled. Will a return of volatility to the markets revive them?

http://www.ft.com/intl/cms/s/0/e2e7e170-1e3e-11e4-bb68-00144feabdc0.html#axzz3A8WRQ5S3

  1. Equity research undergoes big structural changes as a result of regulation, which is hitting at the investment banking model and playing into the hands of independent groups

http://www.ft.com/intl/cms/s/0/3175922a-2145-11e4-a958-00144feabdc0.html#axzz3A8WRQ5S3

  1. SEC Launches Examination of Alternative Mutual Funds

http://online.wsj.com/articles/sec-has-launched-examination-of-alternative-mutual-funds-1407874463

Asia Pacific

  1. (Japan) – How to profit from Japan’s ‘revolution’: An economic overhaul is underway in Japan aimed to put investors’ interests first. Can you benefit?

http://www.telegraph.co.uk/finance/personalfinance/investing/funds/11025388/How-to-profit-from-Japans-revolution.html

  1. (China) – Official suicides reflect China’s “psychological pressure”

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140811000009&cid=1103

  1. (China) – Majority of provinces refuse to lay bare number of ‘naked officials’; China is conducting a cross-country investigation of “naked officials,” with a focus on Fujian province, and will complete the task by the end of August

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140811000007&cid=1103

  1. (China) – China’s Power Politics: Xi Jinping’s war against corruption is being conducted in a “you-die-I-live” world where losers risk forfeiting far more than their jobs

http://www.nytimes.com/2014/08/12/opinion/chinas-power-politics.html?ref=opinion&_r=0

  1. (India) – A shock to Delhi’s durbar culture: Modi is discouraging his ministers from excessive socialising in the capital, lest they be seen as too cosy with special interests

http://www.ft.com/intl/cms/s/2/9f35fabc-2144-11e4-b96e-00144feabdc0.html#axzz3A8WRQ5S3

  1. (Msia) – State leadership crisis could split Malaysia’s opposition

http://www.reuters.com/article/2014/08/12/us-malaysia-opposition-idUSKBN0GC0UA20140812

  1. (Japan) – Drop a coin, grab a snack: Kiosk-in-a-box spreads in Japan

http://www.reuters.com/article/2014/08/12/us-japan-office-snacks-idUSKBN0GC09W20140812

  1. (China) – How One Police Chief Built a Graft Network over Four Decades in Power

http://english.caixin.com/2014-08-11/100715432.html

  1. (Thai) – Thai Military Rulers Look to Past For Answers on Economy; Government-Led 1980s Boom Seen as a Model

http://online.wsj.com/articles/thailands-military-rulers-look-to-past-for-solutions-to-economy-1407820419

  1. (Myanmar) – Myanmar in Talks to Get First Credit Rating; Rating Could Pave Road to Eventual Debut Global-Bond Sale

http://online.wsj.com/articles/myanmar-in-talks-to-get-first-credit-rating-1407838691?mod=asia_home

  1. (China) – Shanghai Prosecutor Approves Arrest of Former Bright Food Chairman; Wang Zongnan’s Arrest Is Latest Fall of Top Executive Because of Suspected Corruption

http://online.wsj.com/articles/shanghai-prosecutor-approves-arrest-of-former-bright-foods-chairman-1407839216

  1. (China) – Anxiety Is Local in China’s Property Woes

http://online.wsj.com/articles/anxiety-is-local-in-chinas-property-woes-1407834397

Life

  1. Korean Catholicism marked by volatile history

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2993388&cloc=joongangdaily|home|top

  1. The Funny Story Of How Robin Williams Inspired Christopher Reeve To Embrace Life

http://www.businessinsider.sg/robin-williams-made-christopher-reeve-laugh-after-paralysis-2014-8/#.U-mL-PmSxqU

  1. Nassim Taleb Outlines Every Sin To Remember On One Card

http://www.businessinsider.sg/nassim-taleb-sins-to-remember-2014-8/#.U-mMWPmSxqU

  1. In Scenario Planning, Shell Shows the Way; Authors Wilkinson and Kupers bring insider perspective to a model strategic approach

http://www.garp.org/risk-news-and-resources/2013/august/in-scenario-planning-shell-shows-the-way.aspx?altTemplate=PrintStory

  1. Why 6 p.m. is the toughest time to be a good parent; “Gradually increasing fatigue from unremarkable activities can lead to systemic moral failure. Even ethical people can’t avoid it.”

http://www.fastcompany.com/3034269/second-shift/why-6-pm-is-the-toughest-time-to-be-a-good-parent

TMT

  1. (Australia/Tech) – Online orders help Domino’s Pizza deliver sizzling result

http://www.theage.com.au/business/online-orders-help-dominos-pizza-deliver-sizzling-result-20140812-102zpu.html

  1. (Korea/Tech) – Sharing economy triggers controversy in S. Korea; Kozaza, a company offering sharing accommodation at South Korea’s traditional housing Hanok, when the KTO launched the ‘Hanok Stay’ website

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1086086&selFlag=&relatedcode=&wonNo=&sID=308

  1. Will 3-D Printers Change the World?

http://www.nytimes.com/roomfordebate/2014/08/11/will-3-d-printers-change-the-world?ref=opinion

  1. Bridges to span Amazon’s dominance

http://www.ft.com/intl/cms/s/0/bf8ac71c-1f31-11e4-9689-00144feabdc0.html#axzz3A8WRQ5S3

  1. (China/Tech) – Carlyle Invests in Chinese Classified Ad Site Ganji.com

http://dealbook.nytimes.com/2014/08/12/carlyle-invests-in-chinese-classified-ad-site-ganji-com

  1. (Tech/Healthcare) – Apple prepares Healthkit rollout amid tangled regulatory web

http://www.reuters.com/article/2014/08/12/us-apple-healthcare-exclusive-idUSKBN0GC09K20140812?feedType=RSS&feedName=technologyNews

Consumer

  1. (China/Consumer) – China made McDonald’s and Yum Brands give up one of their most guarded secrets

http://qz.com/247463/china-made-mcdonalds-and-yum-brands-give-up-one-of-their-most-guarded-secrets/

Healthcare

  1. Tactic in Alzheimer’s Fight May Be Safe, Study Finds

http://well.blogs.nytimes.com/2014/08/11/absence-of-gene-may-help-fight-alzheimers-study-finds/?ref=health

  1. How Bionic Ears Have Changed People’s Lives

http://www.businessinsider.sg/life-changing-cochlear-implants-2014-8/#.U-mMofmSxqU

Investing Process

  1. The “Big Tent” of Value Investing: Approaches, Lessons, Ideas by John Mihaljevic of Manual of Ideas in Trani

http://cdn1.valuewalk.com/wp-content/uploads/2014/08/john-mihaljevic-vis14.pdf

Energy

  1. Kinder Morgan’s RIch Kinder, The Man Who Made $1.5 Billion In A Morning Just Did So By Outsmarting All Of Wall Street

http://www.businessinsider.sg/rich-kinder-just-outsmarted-all-his-doubters-2014-8/#.U-mLpfmSxqU

 

 

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