Morning Bamboo Insight: 22 Aug 2014

Morning Bamboo Insight: 22 Aug 2014

Macro

  1. Morningstar: A force to be reckoned with; The research firm’s rating system gives it great power to influence the $30tn mutual fund industry

http://www.ft.com/intl/cms/s/0/e02d2768-22d2-11e4-8dae-00144feabdc0.html#axzz3Aev2BZOm

  1. Leaky repo deals present new concerns

http://www.ft.com/intl/cms/s/0/021db5ba-224f-11e4-a828-00144feabdc0.html#axzz3Aev2BZOm

  1. Emperors who seem above the rules must be reined in

http://www.ft.com/intl/cms/s/0/858ac752-23db-11e4-86fc-00144feabdc0.html#axzz3Aev2BZOm

  1. World’s Biggest Wealth Fund Slows Emerging Market Investment

http://www.bloomberg.com/news/print/2014-08-20/world-s-biggest-wealth-fund-slows-investment-in-emerging-markets.html

  1. Blackstone Finds a Way to Outsource ‘Skin in the Game’

http://dealbook.nytimes.com/2014/08/21/blackstone-finds-a-way-to-outsource-skin-in-the-game

Asia Pacific

  1. (China) – Property crisis in Shaanxi’s Shenmu sees fortunes evaporate

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140817000076&cid=1503

  1. (China) – Rising number of real estate investors default in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140817000030&cid=1202

  1. (Spore) – Singapore in ‘mid-life crisis’ as Lee Hsien Loong marks 10 years in power

http://www.scmp.com/news/asia/article/1575046/singapore-mid-life-crisis-lee-hsien-loong-marks-10-years-power

  1. (China) – China’s state-owned airlines hit turbulence

http://www.ft.com/intl/cms/s/0/be9fb564-236a-11e4-a424-00144feabdc0.html#axzz3Aev2BZOm

  1. (China) – Goldman Warns Additional Chinese Stimulus Risks Global Financial Stability

http://www.zerohedge.com/news/2014-08-20/goldman-warns-additional-chinese-stimulus-risks-global-financial-stability

Life

  1. ‘The System Worked: How the World Stopped Another Great Depression’, by Daniel W Drezner; Economic governance has a patchy record, but this impressive and cogent book argues that policy makers did well during the crisis

http://www.ft.com/intl/cms/s/2/8af474e0-2467-11e4-be8e-00144feabdc0.html#axzz3Aev2BZOm2

  1. Books – Powers of Two: Finding the Essence of Innovation in Creative Pairs

http://www.amazon.com/Powers-Two-Finding-Innovation-Creative/dp/product-description/0544031598/

  1. What We Can Learn About Business Collaboration From Famous Creative Pairs

http://250words.com/2014/08/what-we-can-learn-about-business-collaboration-from-famous-creative-pairs/

 

TMT

  1. (China/Tech) – Xiaomi starts to feel the backlash of being ‘China’s Apple’

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140816000084&cid=1502

  1. (Spore/Tech) – Singapore’s investment funds blaze ecommerce trail

http://www.ft.com/intl/cms/s/0/03df812e-25da-11e4-9bca-00144feabdc0.html#axzz3Aev2BZOm

  1. Smartphone owners’ appetite for new apps wanes

http://www.ft.com/intl/cms/s/0/4c3e5708-2628-11e4-9bca-00144feabdc0.html#axzz3Aev2BZOm

  1. (Myanmar/Tech) – Qatar-based Ooredoo became the first foreign telecommunications company to offer services in Myanmar, setting up the country to be one of the world’s first predominantly mobile-Web nations

http://online.wsj.com/articles/myanmar-phone-service-makes-leap-1408296679

  1. Wearables has become a household name. Could nearables be next?

http://www.washingtonpost.com/blogs/innovations/wp/2014/08/21/wearables-has-become-a-household-name-could-nearables-be-next/

  1. EBay considering PayPal spinoff: report

http://www.reuters.com/article/2014/08/21/us-ebay-divestiture-idUSKBN0GL1LY20140821?feedType=RSS&feedName=technologyNews

Commodities

  1. Lanxess chief warns it must turn round or become takeover target; “But at the end of the day one recipe to remain independent is to make your company stronger, more profitable, more successful.”

http://www.ft.com/intl/cms/s/0/2d4293d0-212f-11e4-b96e-00144feabdc0.html#axzz3Aev2BZOm

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