Morning Bamboo Insight: 19 Aug 2014

Morning Bamboo Insight: 19 Aug 2014


  1. Fears of Renewed Instability as Fed Ends Stimulus

  1. Inside the Dark, Lucrative World of Consumer Debt Collection

Asia Pacific

  1. (Asia) – Analysis: Promise of more keeps investors hooked on Asia’s frothy markets

  1. (Korea) – POSCO is moving to prevent any further rise of Hyundai Steel, an affiliate of the Hyundai-Kia motor group, and has found an ally in SeAh Besteel to boost its efforts

  1. (Isia) – Yudhoyono Delivers Swan Song to House Ahead of Independence Day

  1. (China) – China to audit government land income in corruption fight – paper

  1. (China) – China Fishes for Growth with World’s Largest Aquarium

  1. (Isia) – Indonesia Seeks to Cut Logistics Costs

  1. (India) – Indian Businesses Await Changes to Raj Era Labor Laws

  1. (Isia) – Editorial: Independence From Graft and Ignorance; For hundreds of years the Dutch colonial authorities taught Indonesia’s elite how to steal the wealth of their own people

  1. (Isia) – Sixty-Nine Years On, Sovereignty Still Eludes Indonesia

  1. (China) – Five Things China Hasn’t Changed In Five Years

  1. (Isia) – Indonesia Lawmakers Draft Bill to Slash Foreign Ownership of Plantations


  1. (China) – ‘Paris Syndrome’ Drives Chinese Tourists Away

  1. (China) – Between Truth and TV: China’s New Deng Xiaoping-Inspired Miniseries

  1. (Spore) – Singapore to Revise Parts of Pension Plan Amid Retirement Concerns; Government Wants to Give Pensioners More Flexibility in How They Tap Savings

  1. (China) – China Pushes Cleanup of Banks; Top Four Lenders Are Raising Capital and ‘Bad Banks’ Are Being Created to Absorb Soured Loans

  1. (China) – Chinese Officials Rush to Sell Luxury Homes Amid Corruption Crackdown; Real-Estate Agents Say Bureaucrats Are Selling Homes at Steep Discounts

  1. (China) – China Contagion: Diamonds & Wine Plunge To 4-Year Lows

  1. (Asia) – Across Asia’s borders, labor activists team up to press wage claims

  1. (India) – India’s Hindu nationalists tighten grip over ruling party


  1. No Rest For The Innovators

  1. 6 Things The Happiest Families All Have In Common

  1. Local comedians share about their battles with depression

  1. Swire Pacific Grooms Talent for the Long Term; Hong Kong firm, which controls Cathay Pacific, develops leaders with the next 200 years in mind.

  1. Books – Nonzero: The Logic of Human Destiny

  1. Henry Miller on Turning 80, Fighting Evil, And Why Life is the Best Teacher

  1. 21 of Bill Clinton’s Favorite Books

  1. Building Blocks and Innovation; Most innovation comes from combining well-established building blocks in new ways; “For most who are heavily engaged in creative activities, metaphor and model lie at the centre of their activities.”


  1. Reprogramming Government: A Conversation With Mikey Dickerson who helped build Google’s computer systems. Now he’s in Washington, tasked with remaking the way the government uses computers and how citizens engage with it online

  1. For ‘Big Data’ Scientists, Hurdle to Insights Is ‘Janitor Work’; The analysis of giant data sets promises unique business insights, but much manual effort is still required to prepare the information for parsing

  1. In Silicon Valley, Mergers Must Meet the Toothbrush Test; Companies like Google, Facebook and Cisco Systems are using internal teams to handle most acquisitions instead of relying on Wall Street bankers

  1. Can Bigcommerce become the next big name in e-commerce?

  1. Following an unprecedented series of spinoffs by major US media companies, the print news industry now faces a rocky future without financial support from deep-pocketed parent firms


  1. (Korea/Consumer) – Private equities have hearty appetite for Korean food companies

  1. (Japan/Consumer) – From cradle to grave, Japan’s Kewpie adapts menu to feed ageing nation

Evening Bamboo Insight: 18 Aug 2014

Evening Bamboo Insight: 18 Aug 2014


  1. What’s the Key Economic Challenge of the Future?

  1. FASB Looks to Uncomplicate Accounting-A Little, At

  1. How Much U.S. Debt Does China Hold? The U.S. Isn’t Sure

  1. The recent move by Norges Bank Investment Management, one the world’s biggest investors that has access to Norway oil funds amounting to US$870bil, to be more transparent on its voting intention is something worth emulating

  1. “Soros Put” Rises To Record: Is The Billionaire Investor Betting On Market Crash?

  1. All tied up: Working capital management 2014$FILE/EY-working-capital-management-2014-all-tied-up.pdf

  1. Corporate founders battle boards to overturn forced exits

Asia Pacific

  1. (Asia) – Race- and religion-based politics slows Asia’s progress

  1. (Japan) – 20% in Japan willing to work under merit-based system without overtime pay: poll

  1. (Myanmar) – As Myanmar Opens Up to the World, Corporate Behavior Is Under Scrutiny

  1. (Taiwan) – Taipei City nixes 12-year education special exam

  1. (India) – Almost half of India billionaires’ wealth held by 5 tycoons

  1. (Isia) – Indonesian stock market not ready to join ASEAN Economic Community

  1. (India) – Honoring a Hindu God With Human Pyramids; India’s Supreme Court overturns height and age limits that a lower court imposed on a towering tradition

  1. (China) – China Issues Draft Rules for Property Registry; Registry Would Help Government Track Homeownership, Though Public Access Limited

  1. (China) – The Great Chinese Exodus; Many Chinese are leaving for cleaner air, better schools and more opportunity. But Beijing is keeping its eye on them.

  1. (Asean/Msia) – Malaysia is getting ready to chair Asean next year but the lack of awareness among all parties on what is in store for 2015 is worrying the Government

  1. (China) – Chinese Power Consumption Crashes: Lowest Growth In 16 Months, Tumbles 10% In Shanghai, As Much As 22% Elsewhere


  1. Can an Outside CEO Run a Family-Owned Business?

  1. Lesson from Kodak’s demise: Beware of outsourcing too much of your secret sauce

  1. Money Won’t Buy Your Kids a Future; It’s terrifying to send your kids out there in the world to take real risks with big potential costs. Unfortunately, it’s often even more dangerous to keep them “safe.”

  1. How my little book, The Hundred-Foot Journey, became a major Hollywood film produced by DreamWorks and Harpo Films

  1. In Life, Who Wins, the Fox or the Hedgehog?

  1. Booz Allen Hamilton CFO: Change or Fall by the Wayside

  1. Book Review: ‘The Organized Mind’ by Daniel J. Levitin; Our minds were designed to succeed in an environment utterly unlike the information overload we now face

  1. “Once you put people first and generate brand love, you’ll unlock the magic.” Unilever veteran’s own values gel with company’s mission

  1. Tan Sri Andrew Sheng: The importance of being moderate

  1. Buy bubbles, bet big and backache – Soros’s secrets


  1. For Its New Shows, Amazon Adds Art to Its Data

  1. (China/Tech) – Doubt Is Cast on Vetting of Deals by Alibaba; accounting issues at the film company recently acquired by Alibaba are raising questions about whether the Chinese e-commerce giant was overzealous with recent takeovers

  1. Wayfair, the home furnishings e-commerce site, is going public at 2.2 times sales and $2 billion valuation

  1. The sad devolution of Discovery Channel; Discovery’s shift away from fact-based programming is part of the much larger trend of American cable channels losing their identities

  1. Erdogan Compares Social Media to ‘Murderer’s Knife’

  1. (India/Tech) – IT-Savvy India No Longer Land of ‘Snake Charmers’: Modi; “Digital India is not an elite concept anymore. We have to take broadband connectivity to every village. We have to use this idea to revolutionize health and education

  1. (Spore/Tech) – Singapore start-up Bubble Motion, a voice texting service, has liquidated its business, in one of the more high-profile failures of the local tech industry

  1. (China/Tech) – Alibaba unit finds possible accounting irregularities


  1. Returning to Wal-Mart: Human Cashiers; Wal-Mart discovered after increasing the number of self-checkout systems that longer lines began forming at its staffed checkouts to deal with more complicated and time-consuming transactions

  1. Coca-Cola’s Monster deal turns founders into billionaires


  1. Pervasive Medicare Fraud Proves Hard to Stop

  1. (Healthcare/Tech) – Fedex faces a new charge of conspiring to launder money in a U.S. criminal case over the company’s drug deliveries for rogue online pharmacies despite warnings from law enforcement.

  1. How Agents Hunt for Fraud in Trove of Medicare Data; Law-Enforcement Officials Estimate Fraud Accounts for as Much as 10% of Medicare’s Yearly Spending

Investing Process

  1. Even Warren Buffett Gets Killed in the Stock Market

  1. Web of lies: How a Spanish tech star fooled the world; Gowex’s six biggest clients worth a combined 24.5 million euros in revenue were actually linked to Marugan or trustees used by Garcia Martin

  1. Why Your Cash Isn’t Trash; Cash isn’t just a return-free anchor on your portfolio. It does something other assets don’t: It lets you take advantage of future opportunities while avoiding undue risks now

  1. Qualified opinion raises questions


  1. Kinder Morgan CEO Wins Big in Deal: Richard Kinder stands to collect $467 million in dividend payments next year, if his company completes a complex deal to consolidate four related pipeline companies

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