Morning Bamboo Insight: 24 Aug 2014

Morning Bamboo Insight: 24 Aug 2014

Macro

1. Scrabble strategy in expansion: Countries that have a greater variety of capabilities can make more diverse and complex goods, just as a Scrabble player who has more letters can generate more and longer words

https://www.project-syndicate.org/print/ricardo-hausmann-asks-why-growth-rates-are-converging-among-some-countries-and-diverging-among-others

2. The Decline and Fall of Fund Managers

http://blogs.wsj.com/moneybeat/2014/08/22/the-decline-and-fall-of-fund-managers/

Asia Pacific

1. (China) – China juices liquidity, and risk, at OTC exchange

http://www.reuters.com/article/2014/08/21/us-china-markets-otc-idUSKBN0GL26920140821

2. (Isia) – Foreign ownership in Indonesian insurance firms to be capped

http://www.thejakartapost.com/news/2014/08/22/foreign-ownership-insurance-firms-be-capped.html

3. (Asean) – SOEs need more flexibility to compete in ASEAN single market

http://www.thejakartapost.com/news/2014/08/22/soes-need-more-flexibility-compete-asean-single-market.html

4. (Asean/Isia) – Asean needs to be more engaged with Indonesia

http://www.thestar.com.my/Opinion/Columnists/Comment/Profile/Articles/2014/08/23/Asean-needs-to-be-more-engaged-with-Indonesia-The-election-of-Jokowi-presents-a-great-opportunity-fo/

5. (Msia) – Don’t be fooled by the high trading volume in Malaysia

http://www.thestar.com.my/Business/Business-News/2014/08/23/Dont-be-fooled-by-the-high-trading-volume/

6. (Msia/Isia) – Indonesia dream for Malaysia in jeopardy; Bittersweet experiences for Malaysian investors

http://www.thestar.com.my/Business/Business-News/2014/08/23/Indonesia-policy-risk-Various-stringent-rules-and-conditions-for-foreign-investors-are-being-propose/

http://www.thestar.com.my/Business/Business-News/2014/08/23/Bittersweet-experiences-for-Malaysian-investors/

7. (China) – In China, Movies With Live, Pop-Up Comments; Will a new ploy lure audiences or wreck the movie-going experience?

http://online.wsj.com/articles/in-china-movies-with-live-pop-up-comments-1408751208?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052970203679204580105842075708582.html

8. (China) – Shanghai Chocolate Factory Looks a Lot Like Willy Wonka’s

http://blogs.wsj.com/chinarealtime/2014/08/22/shanghai-chocolate-factory-looks-a-lot-like-willy-wonkas/

9. (Myanmar) – Foreign Investors Rethink Enthusiasm on Myanmar’s Aviation Sector; ANA’s Cancellation of Deal With Asian Wings Exemplifies Fading Interest

http://online.wsj.com/articles/foreign-investors-rethink-enthusiasm-on-myanmars-aviation-sector-1408709881

1. (China) – “Can you front run it? Sure.” New China Stocks Link Seen Carrying Risks; Mainland Rules, Technology Raise Concerns

http://online.wsj.com/articles/china-stocks-link-seen-posing-risks-1408689373

1. (China) – China’s Corporate Reform is Mixed Up; China is trying again to shake up its stodgy state-owned enterprises. Investors are right to ask whether these moves are truly transformative.

http://online.wsj.com/articles/chinas-corporate-reform-is-mixed-up-heard-on-the-street-1408696605

Life

1. What started to change in the 17th century was not technological or institutional, but change in the ideas about the dignity of commercial pursuits – a change in rhetoric, or words about economic activities

http://theconversation.com/speak-well-of-the-bourgeois-and-prosper-29824

2. Book Review: ‘Pericles of Athens’ by Vincent Azoulay; Thucydides praised Pericles for his ability to tame and control the wild beast of democracy

http://online.wsj.com/articles/book-review-pericles-of-athens-by-vincent-azoulay-1408742324

3. New Ways to Predict Which Marriages Will Succeed; The More Subconscious Negativity in a Newlywed, the Larger the Decline in Marital Satisfaction Four Years Later

http://online.wsj.com/articles/new-ways-to-predict-which-marriages-will-succeed-1408636006

4. Everyone’s an Amateur When It Comes to Negotiation; Executives Master the Art of Business Deals, But Some Don’t Bargain Well for Themselves

http://online.wsj.com/articles/negotiation-tips-for-executives-1408718237

5. 7 Things College Freshmen Should Do Right Now To Be Successful In Life

http://www.businessinsider.sg/things-college-freshmen-should-do-2014-8/#.U_azb_mSxqU

6. What 13 Successful People Do Before Going To Bed

http://www.businessinsider.sg/what-successful-people-do-before-bed-2014-8/#.U_a0tfmSxqU

7. 5 Inspiring TED Talks You Can Watch In Under 5 Minutes

http://www.businessinsider.sg/best-ted-talks-under-five-minutes-2014-8/#.U_az4_mSxqU

TMT

1. Outgoing SEC CIO Finalizes Big Data Platform

http://blogs.wsj.com/cio/2014/08/22/outgoing-sec-cio-finalizes-big-data-platform/

2. Why Silicon Valley Will Continue to Rule the Tech Economy; Human talent and research and design labs are arriving to dominate the new era of devices.

http://online.wsj.com/articles/michael-malone-why-silicon-valley-will-continue-to-rule-the-tech-economy-1408747795

3. Apple iPhone 6 screen snag leaves supply chain scrambling

http://www.reuters.com/article/2014/08/22/us-apple-iphone-idUSKBN0GM0N620140822?feedType=RSS&feedName=technologyNews

4. Amazon Prepares Online Advertising Program; Retailer Developing Ad Sales Program in a Challenge to Google and Microsoft

http://online.wsj.com/articles/amazon-preps-a-challenge-to-googles-ad-business-1408747979

5. Here’s Proof That Every Startup Idea You’ve Ever Had, Craigslist Already Does

http://www.businessinsider.sg/craigslist-versus-startups-chart-2014-8/#.U_a1OPmSxqU

6. (China/Tech) – Amazon takes aim at Chinese rivals in Shanghai’s free-trade zone

http://www.ft.com/cms/s/0/2da0d2c8-2905-11e4-8b81-00144feabdc0.html#axzz3B5PgDQeJ

Consumer

1. Meet Mr. Frankenfood: Monsanto’s COO Brett Begemann, the son of a farmer, explains why genetically modified food is safe-and essential to feed a hungry planet

http://online.wsj.com/articles/meet-mr-frankenfood-1408748277

Investing Process

1. Research – Charles Ellis: The Rise and Fall of Performance Investing

http://www.cfainstitute.org/learning/products/publications/faj/Pages/faj.v70.n4.4.aspx?intCamp=$topic42%20

2. 30 Years Of Accounting Lessons: Penman, Piotroski, Beneish, And More

http://www.sdeklerck.be/blog/