Evening Bamboo Insight: 4 Sep 2014

September 4, 2014 Leave a comment

Evening Bamboo Insight: 4 Sep 2014

Macro

  1. Why Bill Gates And Warren Buffett Are Railroad Rivals

http://www.businessinsider.sg/why-bill-gates-and-warren-buffett-are-railroad-rivals-2014-9/#.VAgRrvmSxqU

  1. Watch out for companies splashing cash; They are underperformers, in company with cash hoarders

http://www.ft.com/intl/cms/s/0/002613f4-336d-11e4-9607-00144feabdc0.html#axzz3CKD4katP

  1. With Wikistrat, crowdsourcing gets geopolitical; A consultancy is trying to out-forecast intelligence agencies

http://www.ft.com/intl/cms/s/0/f3eb8908-2f9c-11e4-83e4-00144feabdc0.html#axzz3CKD4katP

  1. Germany’s taxis should not triumph over Uber; The problem is not that cabs are endangered but overly protected

http://www.ft.com/intl/cms/s/0/3ea68e1e-3350-11e4-85f1-00144feabdc0.html#axzz3CJRZCGQy

Asia Pacific

  1. (China) – Q. and A.: Ren Jianming on the Fight Against Corruption in China, and His Own Solution

http://sinosphere.blogs.nytimes.com/2014/09/02/q-and-a-ren-jianming-on-the-fight-against-corruption-in-china-and-his-own-solution/

  1. (Msia) – Najib: ‘Every citizen has a place under the Malaysian sun’

http://www.thestar.com.my/News/Nation/2014/09/04/Najib-1Malaysia/

  1. (China) – China Auto Industry Revved Up over Reports Rules for Imports May Change

http://english.caixin.com/2014-09-02/100724270.html

  1. (Korea) – Kumho brothers at each other again; Kumho Petrochem Chairman Park Chan-koo has asked local prosecutors to investigate his older brother and the chairman of Kumho Asiana Group, Park Sam-koo, for breach of trust.

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994495&cloc=joongangdaily|home|newslist1

  1. (Australia) – It’s change or die for Australia Post

http://www.theage.com.au/business/comment-and-analysis/its-change-or-die-for-australia-post-20140904-10cexf.html

  1. (HK) – HK University’s Law Professor Benny Tai leads fight for Hong Kong democracy, vows to push ahead with a Gandhi-style civil disobedience campaign

http://www.ft.com/intl/cms/s/0/a6927d22-335e-11e4-9607-00144feabdc0.html#axzz3CKFccaxE

  1. (China) – Wheels come off China’s bike-share schemes

http://www.ft.com/cms/s/0/815c5378-33e2-11e4-85f1-00144feabdc0.html#axzz3CKFccaxE

  1. (China) – China fraud unit questions Morgan Stanley arm over ‘princeling’

http://www.ft.com/intl/cms/s/0/4debfe4e-336a-11e4-9607-00144feabdc0.html#axzz3CKD4katP

  1. (China) – China fraud unit questions Morgan Stanley arm over ‘princeling’

http://www.ft.com/intl/cms/s/0/4debfe4e-336a-11e4-9607-00144feabdc0.html#axzz3CKD4katP

  1. (India) – India CEOs Look For Ways To Get Manufacturing Back On Growth Track

http://forbesindia.com/printcontent/38549

  1. (Korea) – Helping a Korean Electronics Giant Stay Nimble; feature of Young Sohn, President and Chief Strategy officer for Samsung Electronics

http://www.forbes.com/sites/brucerogers/2014/09/03/helping-a-korean-electronics-giant-stay-nimble/print/

Life

  1. If This Company Succeeds, We Won’t Be Fighting About Reclining Airline Seats

http://www.businessinsider.sg/company-succeeds-wont-be-fighting-about-reclining-airline-seats-2014-9/#.VAgSSfmSxqU

  1. 7 Hard Truths About Life That People Don’t Like To Admit; The world is full of suffering.

http://www.businessinsider.sg/hard-truths-people-dont-like-to-admit-2014-9/#.VAgRtPmSxqU

  1. If You Can Solve This Math Problem, You’ll Get A $1 Million Prize, And Change Internet Security As We Know It

http://www.businessinsider.sg/p-vs-np-millennium-prize-problems-2014-9/#.VAgPm_mSxqU

  1. History channel’s miniseries are finding a happy medium between actual history and mindless entertainment

http://qz.com/259390/history-channels-miniseries-are-finding-a-happy-medium-between-actual-history-and-mindless-entertainment/

  1. It’s draining men (and women): how staff loyalty took plumbing firm Cooke & Dowsett to nationwide success

http://www.brw.com.au/p/business/mid-market/success_draining_cooke_dowsett_women_LRScws8klB1nieuKa9xfVN

  1. “If you can get good at destroying your own wrong ideas, that is a great gift.” – Charlie Munger

http://awealthofcommonsense.com/charlies-munger-becoming-better-investor/

  1. Five Tips That Will Free You From Mediocrity

http://www.forbes.com/sites/theyec/2014/09/03/five-tips-that-will-free-you-from-mediocrity/print/

  1. Jeffrey Katzenberg: ‘Do good — just don’t do too good’

http://fortune.com/2014/09/03/jeffrey-katzenberg-do-good-just-dont-do-too-good/

TMT

  1. (China/Tech) – WeChat and third-party Android app stores: How China’s mobile ecosystem is different from the West

http://thenextweb.com/asia/2014/08/26/wechat-and-third-party-android-app-stores-how-chinas-mobile-ecosystem-is-different-from-the-west

  1. (China/Tech) – PPTV, a former industry leader, is slowly getting carved up among investors as it is forced to scrap some of its most promising new products.

http://www.youngchinabiz.com/en/pptv-carve-up-continues-as-crackdown-bites

  1. (China/Tech) – MIT professor looks into Baidu’s big data strategy

http://news.xinhuanet.com/english/china/2014-09/03/c_133617691.htm

  1. (China/Tech) – Baidu is a fixture of online life in China, but it wants to become a global power. Can one of the world’s leading artificial intelligence researchers help it challenge Silicon Valley’s biggest companies?

http://www.technologyreview.com/featuredstory/530016/a-chinese-internet-giant-starts-to-dream/?

  1. (Tech) – The Met Plans To Become The Most Digitally Influential Museum In The World

http://www.businessinsider.sg/digital-strategy-at-the-met-2014-9/#.VAgRV_mSxqU

  1. Salesforce.com Exec: ‘We’re Gonna Suck The Life Out Of’ Microsoft

http://www.businessinsider.sg/salesforce-exec-challenges-microsoft-2014-9/#.VAgQ_fmSxqU

  1. Google Glass supplier to develop new smart glasses with French firm

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140904000040&cid=1206

  1. (Korea/Tech) – Korean Gov’t reduces online verifications; Koreans, foreigners must only enter name and address to shop

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994496

  1. Why Apple’s mobile-payments system might actually work

http://qz.com/258475/why-apples-mobile-payments-system-might-actually-work/

  1. Arrowgrass Capital, the $5bn London hedge fund, is planning to develop an electronic invoicing service in the latest move into disruptive financial services businesses by alternative investors

http://www.ft.com/intl/cms/s/0/75156dcc-3381-11e4-85f1-00144feabdc0.html#axzz3CKD4katP

Consumer

  1. Luxottica’s board revamp exposes Renzi’s old concerns

http://www.ft.com/intl/cms/s/0/d155313c-3343-11e4-85f1-00144feabdc0.html#axzz3CJRZCGQy

Healthcare

  1. Letting Foreign Investors Open Wholly Owned Hospitals Hardly a Cure-All; The reform would not fix the big problems facing the health care industry and might not even appeal to the facilities’ backers

http://english.caixin.com/2014-09-02/100724274.html

Investing Process

  1. Shenguan Holdings (0829), a mainland- based sausage-casing maker, has been accused by short-seller Emerson Analytics of exaggerating revenue and concealing high costs of raw materials

http://www.scmp.com/print/business/money/markets-investing/article/1584660/shenguan-latest-hong-kong-listed-mainland-firm

http://www.scmp.com/print/business/companies/article/1584898/sausage-casing-firm-shenguan-respond-false-allegations-over

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=149138&sid=42924170&con_type=1&d_str=20140904&fc=7

http://www.reuters.com/article/2014/09/04/china-shenguan-idUSL3N0R464G20140904

  1. Canada watchdog says Sino-Forest execs deceived investors

http://www.reuters.com/article/2014/09/02/sino-forest-regulator-canada-idUSL1N0R32DF20140902

 

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