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Morning Bamboo Insight: 26 Aug 2014

Morning Bamboo Insight: 26 Aug 2014

Macro

  1. Deepening rivalries test German luxury car dominance

http://www.reuters.com/article/2014/08/24/us-autos-premiums-idUSKBN0GO05G20140824

  1. Companies sitting on a mountain of cash – US$7 trillion

http://www.thestar.com.my/Business/Business-News/2014/08/25/Companies-sitting-on-a-mountain-of-cash-Corporates-worldwide-have-amassed-US7-trillion/

  1. Is Buying a Franchise Riskier Than Ever? Critics Say It’s Harder to Know What You’re Getting Into-and Easier to Fail Once You’re In

http://online.wsj.com/articles/is-buying-a-franchise-riskier-than-ever-1408912041?mod=WSJ_hpp_sections_smallbusiness

  1. Ice bucket challenge may change nonprofit world; ALS charity drive chalks up quick $53.3 million, gives groups new avenue for donors

http://www.japantimes.co.jp/news/2014/08/23/business/ice-bucket-challenge-may-change-nonprofit-world/#.U_qZ2_mSxqU

  1. A “Black Monday” descended on the virtual currency market on Aug. 18 as virtual currencies crashed at major marketplaces worldwide

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140825000020&cid=1203

Asia Pacific

  1. (Auto/Japan) – Coming apart: regulators’ sweep threatens auto parts business model

http://www.reuters.com/article/2014/08/24/autos-antitrust-parts-idUSL4N0QR1HU20140824

  1. (Isia/Msia) – Indonesian president-elect seeks new investments from Malaysia

http://www.thestar.com.my/Business/Business-News/2014/08/25/Indonesian-president-elect-seeks-new-investments/

  1. (HK) – Decision Time for Hong Kong; As Beijing refuses to grant democracy, the city’s mood is volatile

http://online.wsj.com/articles/decision-time-for-hong-kong-1408896112

  1. (Isia) – Jokowi’s ‘Man of the People’ Approach Cramped by Presidential Guards

http://www.thejakartaglobe.com/news/jokowis-man-people-approach-cramped-presidential-guards/

  1. (Isia/India) – India’s Presence in Indonesia Continues to Stand Out; Cultural Crossroad: Against the backdrop of Modi and Jokowi rising to power, ethnic Indians reflect on life in Indonesia

http://www.thejakartaglobe.com/news/indias-presence-indonesia-continues-stand/

  1. (Isia) – Uchida Switches Gears on Honda’s Target Market; “Indonesia is a very different market, compared to India or China. Here, passenger cars account for 80% of the market, so we need to implement a special strategy as well”

http://www.thejakartaglobe.com/business/uchida-switches-gears-hondas-target-market/

  1. (Japan) – Japan’s universities can’t win; in view of the disparity in professors’ pay between Jap and American uni, elevating Jap unis’ global rankings simply by bringing in outstanding “foreign talent” is a castle in the sky

http://www.japantimes.co.jp/opinion/2014/08/24/commentary/japan-commentary/japans-universities-cant-win/#.U_qZ9_mSxqU

  1. (Korea) – Breaking the deadlock; Korea’s corrupt and incompetent political and administrative systems were behind the sinking of the Sewol ferry

http://www.koreatimes.co.kr/www/news/opinon/2014/08/202_163468.html

  1. (Korea) – South Korean central bank faces difficulty in keeping independence amid political pressure

http://news.xinhuanet.com/english/indepth/2014-08/24/c_133580439.htm

  1. The Tax Office is cracking down on the black economy, targeting businesses that are not declaring cash revenues, from restaurants through to home cleaners, in a bid to bring billions of dollars back into the tax net

http://www.theage.com.au/business/the-economy/ato-cracking-down-on-cash-economy-20140825-1082c9.html

  1. (China) – Hunan gov’t debt so high people use IOUs as currency

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140825000019&cid=1203

  1. (China) – China’s milk industry sounds alarm as import bombs fly

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140825000012&cid=1202

  1. (China) – Foxconn, BAIC Motor to launch electric car rental service

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1206&MainCatID=12&id=20140825000016

  1. (Korea) – Korean firms with over 200% debt-to-equity ratio to face mandatory outside auditors

http://news.mk.co.kr/english/newsRead.php?sc=30800016&cm=Finance&year=2014&no=1128570&selFlag=sc&relatedcode=&wonNo=&sID=308

  1. (HK/China) – Building blocks of mass discontent in HK; Mainland money reminds locals that they have never been in control

http://www.ft.com/intl/cms/s/2/d5b0320a-2951-11e4-baec-00144feabdc0.html#axzz3BOAD4xv4

Life

  1. How to Get Girls Into Engineering? Let Them Build Toys; Two Women Launch a Startup Aimed at Giving Girls New Options (and Maybe New Futures)

http://online.wsj.com/articles/how-to-get-girls-into-engineering-let-them-build-their-own-toys-1408912053?mod=Tech_newsreel_4

  1. How an Entrepreneur’s Passion Can Destroy a Startup; Strong Feelings Can Lead Founders to Make Bad Choices at the Worst Times. Here’s What to Watch For

http://online.wsj.com/articles/how-an-entrepreneur-s-passion-can-destroy-a-startup-1408912044?mod=WSJ_hpp_sections_smallbusiness

  1. At 91, Marvel creator Stan Lee continues to expand his Universe

http://www.reuters.com/article/2014/08/19/us-film-stanlee-idUSKBN0GJ0SL20140819

  1. 20 Essential Life Lessons For Happiness And Success

http://www.forbes.com/sites/laurashin/2014/08/18/20-essential-life-lessons-for-happiness-and-success/print/

  1. Who Made Those Bluejeans? In 1853, during the heart of the gold rush, a Bavarian émigré named Levi Strauss arrived in San Francisco from New York, looking to expand his family’s East Coast dry-goods

http://www.nytimes.com/2014/08/24/magazine/who-made-those-bluejeans.html?ref=economy

  1. Book Review of The Outsiders; Decentralized organizations release entrepreneurial energy and keep both costs and “rancor” down.

http://www.cleareyesinvesting.com/2014/08/book-review-of-outsiders.html

  1. Peculiar Habits of Incredibly Successful People

http://www.fool.com/investing/general/2014/08/22/peculiar-habits-of-incredibly-successful-people.aspx

  1. 6 Things The Most Organized People Do Every Day

http://www.bakadesuyo.com/2014/08/most-organized-people/

TMT

  1. (China/Tech) – China targets own operating system to take on likes of Microsoft, Google

http://news.asiaone.com/print/news/asia/china-targets-own-operating-system-take-likes-microsoft-google

  1. (China/Tech) – Robot Wars: Why China Is Outmanned in Electronics Automation; Pegatron, Foxconn Contend With Short Product Life of Making Phones and Other Low-Margin Items

http://online.wsj.com/articles/robot-wars-why-china-is-outmanned-in-electronics-automation-1408902804

  1. (China/Tech) – How Your Laptop Is Made in China

http://blogs.wsj.com/digits/2014/08/24/how-your-laptop-is-made-in-china/

  1. (China/Tech) – China Says Qualcomm Is Willing to Resolve Dispute; Qualcomm Is Target of Antimonopoly Probe by Chinese Regulators

http://online.wsj.com/articles/china-says-qualcomm-is-willing-to-resolve-dispute-1408705724

  1. It’s Time to Take Artificial Intelligence Seriously; No Longer an Academic Curiosity, It Now Has Measurable Impact on Our Lives

http://online.wsj.com/articles/its-time-to-take-artificial-intelligence-seriously-1408922644

  1. Outgoing SEC CIO Finalizes Big Data Platform

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

  1. Bearing Down on Data Upstarts; Box, Dropbox and Hightail Pivot to New Business Models

http://www.nytimes.com/2014/08/25/technology/box-dropbox-and-hightail-pivot-to-new-business-models.html?ref=business&_r=0

  1. Its Edge Intact, Vice Is Chasing Hard News; Vice is deadly serious about doing real news that people, even young people, will actually watch

http://www.nytimes.com/2014/08/25/business/media/its-edge-intact-vice-is-chasing-hard-news-.html?ref=business

  1. Klarna, an Online Payment System Popular in Europe, Eyes Global Expansion

http://www.nytimes.com/2014/08/25/technology/klarna-an-online-payment-system-popular-in-europe-eyes-global-expansion.html?ref=business

  1. Patent trolls as the new rentier class

http://ftalphaville.ft.com/2014/08/20/1938042/patent-trolls-as-the-new-rentier-class/

Consumer

  1. McDonald’s Faces ‘Millennial’ Challenge; Customers in Their 20s and 30s Are Defecting to Fast-Casual Restaurants Like Chipotle, Five Guys

http://online.wsj.com/articles/mcdonalds-faces-millennial-challenge-1408928743?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702304414104580094022609496714.html

  1. Burger King is in talks to buy Canada’s Tim Horton’s, in order to create an $18 billion company with an artificially low tax bill.

http://fortune.com/2014/08/24/burger-king-in-talks-for-a-whopper-of-a-deal/

  1. Dollar stores in battle to double down on the poor

http://www.reuters.com/article/2014/08/24/us-familydollar-offer-poverty-analysis-idUSKBN0GO0E020140824

Healthcare

  1. Health Care: Sound Of Innovation

http://www.forbes.com/sites/richkarlgaard/2014/08/20/health-care-sound-of-innovation/

Investing Process

  1. Berkshire Sees Green With Geico: The Geico gecko has helped to sell millions of policies for the Berkshire Hathaway-owned auto insurer and made it one of the conglomerate’s most consistent profit drivers

http://online.wsj.com/articles/berkshire-sees-green-with-geico-1408916799

Energy

  1. (China/Energy) – Drivers Won’t Get China Oil Market’s Engine Racing; Petroleum Use Is Starting to Reflect a Fundamental Change

http://online.wsj.com/articles/heard-on-the-street-drivers-wont-get-china-oil-markets-engine-racing-1408903494

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