Morning Bamboo Insight: 18 Aug 2014
August 18, 2014 Leave a comment
Morning Bamboo Insight: 18 Aug 2014
Macro
- Fund managers turn gumshoe as forensic short-selling pays off; “The use of forensic accounting and investigative research techniques is noticeably increasing”
http://www.reuters.com/article/2014/08/12/us-stocks-hedgefunds-forensics-idUSKBN0GC1A120140812
Asia Pacific
- (China) – China TV series on Deng stirs questions on political openness
http://www.reuters.com/article/2014/08/12/us-china-censorship-deng-idUSKBN0GC14N20140812
- (India) – For some fans of new Indian leader, so far, so disappointing
http://www.reuters.com/article/2014/08/12/us-india-modi-idUSKBN0GC1YM20140812
- (India) – India’s Economic Milestone: Maruti Rolls Out People’s Car (1983) and Exit of the MNCs (1977)
http://forbesindia.com/printcontent/38439
http://forbesindia.com/printcontent/38431
- (China) – Winemakers, dealers eye short term investments for bigger returns
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1203&MainCatID=12&id=20140816000042
- (China) – Infrastructure spending puts China’s local governments in debt
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140816000014&cid=1203
- (HK/China) – Li Ka-shing and sons dump assets to cash in RMB80bn ($13bn)
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140815000131&cid=1102
- (India) – India’s Homemade Food Crisis: The most significant factor – one that policymakers have long ignored – is that a high proportion of the food that India produces never reaches consumers
http://english.caijing.com.cn/20140813/3654678.shtml
- (China) – In Emails to Employees, Gome Executives Take Aim at Online Rivals
http://english.caixin.com/2014-08-13/100716484.html
- (China) – Analysts Wonder If China’s Trust Industry Has Reached a Tipping Point
http://english.caixin.com/2014-08-15/100717261.html
- (Isia) – Indonesia Slowly Changes Its Attitudes toward Ethnic Chinese
http://english.caixin.com/2014-08-15/100717450.html
- (Korea) – Park delivers speech to celebrate 69th anniversary of independence
- (India) – Modi prioritises factories and toilets in Independence Day speech
http://www.ft.com/intl/cms/s/0/16335128-2438-11e4-be8e-00144feabdc0.html#axzz3AX5sqtzM
Life
- The Wisdom of the Exile; Uprooting, if we survive it, can be a philosophical gift
- Reformers misunderstand how central human relationships are to the educational process
http://www.nytimes.com/2014/08/17/opinion/sunday/teaching-is-not-a-business.html?ref=opinion
- Carpe diem – seize the day!
- Take risks and make your own luck: Five tips from self-made billionaire Michael Bloomberg
http://business.financialpost.com/2014/08/15/take-risks-and-make-your-own-luck-bloomberg/
- Don’t Let Your Education End at Graduation; Continued Learning is Critical, and There Are Lots of Free Resources
http://online.wsj.com/articles/dont-let-your-education-end-at-graduation-1408234349
- David Foster Wallace on Writing, Self-Improvement, and How We Become Who We Are
http://www.brainpickings.org/index.php/2014/08/11/david-foster-wallace-quack-this-way/
- Art, Inc.: A Field Guide to the Psychology and Practicalities of Becoming a Successful Artist
http://www.brainpickings.org/index.php/2014/08/12/art-inc-lisa-congdon/
- This Simple Strategy Can Turn Small Talk Into A Meaningful Conversation
http://www.businessinsider.sg/turn-small-talk-into-meaningful-conversation-2014-8/#.U-8FePmSxqU
- 12 Stephen Hawking Quotes Reveal How A Genius Thinks
http://www.businessinsider.sg/stephen-hawking-quotes-2014-8/#.U-8GBvmSxqU
- 30 Years, Warren Buffett Gave Away The Secret To Good Investing And Correctly Predicted No One Would Listen
http://www.businessinsider.sg/warren-buffett-graham-and-doddsville-lecture-2014-8/#.U-8EmfmSxqU
- Cheating rife in financial planning
- Chocolates, Arsenal and Warren Buffett: the 10 priciest stocks in the world
- Lunch with the FT: Raghuram Rajan; One year on from his appointment, the man credited with spotting the last financial crisis talks about robber-baron capitalism, the Rajan rally
http://www.ft.com/intl/cms/s/2/b049ce16-230e-11e4-a424-00144feabdc0.html#axzz3AX5sqtzM
- How to ignite the creative spark: So what inspires the ‘aha!’ moment? And can anybody set out to replicate it in other areas?
http://www.ft.com/intl/cms/s/2/3961d5a8-233d-11e4-a424-00144feabdc0.html#axzz3AX5sqtzM
- Failure, Writing’s Constant Companion
TMT
- Do You Really Need Microsoft Office Anymore? Word, Excel and PowerPoint Alternatives From Google and Apple Have Many of the Same Features, but Microsoft’s Subscription Service Comes With Perks
- (China/Tech) – Alibaba Restructures Agreements With Alipay; Move Would Give Chinese Firm Bigger Share of Earnings From Its Financial-Services Affiliate
http://online.wsj.com/articles/alibaba-restructures-agreements-with-alipay-1407880910
- HP’s Ramon Baez on How to Be a Successful CIO
- Why It’s Good to Be a “Technology Company”
http://blogs.hbr.org/2014/08/why-its-good-to-be-a-technology-company/
- Do high valuations for Uber, Snapchat and BuzzFeed herald a new tech bubble? While some worry that overvaluation of online businesses is a warning sign, others say that this time things will be different
http://www.theguardian.com/technology/2014/aug/17/technology-bubble-uber-snapchat-buzzfeed
- A Q&A With SmartThings CEO Alex Hawkinson After Selling To Samsung For $200M
- (Tech/China) – Shanghai surgeon operates wearing Google Glass
http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140815000149&cid=1103
- Valuations grow for apps that offer less and less
http://www.ft.com/intl/cms/s/0/f178898e-2482-11e4-ae78-00144feabdc0.html#axzz3AX5sqtzM
- Book wars: Amazon’s page turner; The online retailer is accused of bullying publishers but argues its plans will aid the industry
http://www.ft.com/intl/cms/s/0/7a97f3b2-2460-11e4-be8e-00144feabdc0.html#axzz3AX5sqtzM
Consumer
- Pity the Potato: The Humble Spud Falls From Grace in the U.S.; Consumption Declines as Americans Cook Less and Fear Carbs
http://online.wsj.com/articles/the-humble-potato-falls-from-grace-1407867055
- Why the once worthless chicken wing is now worth billions; “It’s kind of almost like alcohol in the way they can get people to loosen up and have fun.”
- P&G Bets People Will ‘Swash’ Clothes; It’s Not Laundry or Dry Cleaning, but a $500 Machine That Freshens Outfits Quickly
http://online.wsj.com/articles/p-g-bets-people-will-swash-clothes-1407883656
- (China/Consumer) – Noodle wars: Uni-President on the ropes as Ting Hsin rolls on; The battle between the two main instant noodle producers in China sees one hemorrhaging money faster than ever
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140816000038
Healthcare
- Bubble Market Stunner: Revenueless Biotech Goes Public, Drops, Trades For Six Days, Then Voids Entire IPO
http://online.wsj.com/articles/vascular-biogenics-says-it-didnt-go-public-after-all-1407799783
- Cancer and the Secrets of Your Genes; We don’t know enough about which variations lead to disease
Commodities
- Joseph Safra, banker seeking a slice of the banana business; The Brazilian took many aback when he set out to buy Chiquita
http://www.ft.com/intl/cms/s/0/b2be9b84-23b0-11e4-be13-00144feabdc0.html#axzz3AX5sqtzM