Morning Bamboo Insight: 8 Sep 2014
September 8, 2014 Leave a comment
Morning Bamboo Insight: 8 Sep 2014
Macro
1. Political booms, financial crises: Why popular governments are not always a good sign
Asia Pacific
- (India) – Roll up for the one-man band: Narendra Modi is proving dynamic, but he cannot run India on his own
- (China) – China imposes ceiling on the wages of state-owned enterprise leaders
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1201&MainCatID=12&id=20140907000102
- (China) – Media, PR Executives ‘Arrested over IPO Blackmail Schemes’; Chief and deputy chief editors of 21st Century News Group’s website among the eight people detained, state media reports
http://english.caixin.com/2014-09-04/100725214.html
- (China) – Debts pile up, weighing on Chinese steelmakers; China’s steel industry now has an excess capacity between 180 million tonnes and 240 million tonnes
http://news.xinhuanet.com/english/china/2014-09/07/c_133626789.htm
- (India) – Why Modi Cares About India’s ‘Neo Middle Class’; Tax Breaks, Job Training Seek to Boost Some 380 Million ‘Aspirants’
http://blogs.wsj.com/indiarealtime/2014/09/07/new-delhi-courts-neo-middle-class/
http://online.wsj.com/articles/new-delhi-courts-neo-middle-class-with-incentives-1409961855
- (India) – How Jignesh Shah lost the plot & his empire; FTIL exits MCX completely, Shah is free and has time to reflect on the path ahead; Jignesh Shah could well have been India’s most mercurial financial market entrepreneur
http://forbesindia.com/printcontent/38573
- (Isia) – Across Indonesia, Local Chiefs Slam Plan to Stop All Direct Polls; Democratic Setback: Under a bill set to be passed this week, the House wants local leaders chosen by regional legislative councils
- (Isia) – Megawati’s Hand Seen in Jokowi’s Advisory Team; ‘Puppet President’: Fears that Megawati is the real power behind the scenes are only growing more acute; Editorial: Jokowi Should Avoid Diluting His Cabinet
http://www.thejakartaglobe.com/news/megawatis-hand-seen-jokowis-advisory-team/
http://www.thejakartaglobe.com/opinion/editorial-jokowi-avoid-diluting-cabinet/
- (Asean) – After 47 Years, Keeping Asean Relevant and Staying Together
http://www.thejakartaglobe.com/opinion/47-years-keeping-asean-relevant-staying-together/
- (Australia) – Meet Australia’s coffee pod tycoons; They’re part of a global market worth $10 billion and they’re spending millions on manufacturing facilities.
Life
- Why Walking Helps Us Think
http://www.newyorker.com/tech/elements/walking-helps-us-think
- Guess What: You Don’t “Implement” Innovation. It’s Created Through Principles
http://betabeat.com/2014/09/guess-what-you-dont-implement-innovation-its-created-through-principles/
- Seneca on Saving Time
http://www.farnamstreetblog.com/2014/09/seneca-on-saving-time/
- Maya Angelou on Haters, Life, Reading, and Love
http://www.farnamstreetblog.com/2014/09/maya-angelou-on-haters-life-reading-and-love/
- Thinking Straight in the Age of Information Overload
http://www.farnamstreetblog.com/2014/09/thinking-straight-in-the-age-of-information-overload/
- Why Flunking Exams Is Actually a Good Thing; To learn how to study, start by bombing a pretest.
- Welcome to my genome: George Church is a genetics pioneer whose research spans treating diseases, altering bodies and a desire to breed woolly mammoths
- Crazy Is a Compliment: The Power of Zigging When Everyone Else Zags
http://www.amazon.com/Crazy-Is-Compliment-Zigging-Everyone/dp/1591846641/
- Books – Smartcuts: How Hackers, Innovators, and Icons Accelerate Success
http://www.amazon.com/Smartcuts-Hackers-Innovators-Accelerate-Success/dp/0062302450/
- Books – Your Inner Will: Finding Personal Strength in Critical Times
http://www.amazon.com/Your-Inner-Will-Personal-Strength/dp/0399171843/
TMT
- (Isia/Tech) – Online shopping in Indonesia flourishes despite scam concerns
- The future of cars: Wireless wheels; Connected cars will make driving safer, cleaner and more efficient. Their introduction should be speeded up
- The connected car: Smartphones on wheels; The way cars are made, bought and driven is changing with mobile communications. This paves the way to a driverless future
- Demolition technology: New ways are being found to demolish old buildings in crowded cities
- The language of the internet of things: More and more devices are becoming connected, but will they speak the same language?
- In the moment of the heat: One way to keep warm is to heat people rather than expending energy heating the buildings they are in
- How Big Companies and Their Tech Suppliers Are Changing Together; cloud and mobility are reshaping the workplace, as well as the tech companies themselves.
- (China/Tech) – The Jack Ma Way: Alibaba, started by Jack Ma in 1999, is about to sell shares in the United States that could value the company at about $160 billion.
- Three Marks Of Real Data Science
http://techcrunch.com/2014/09/06/three-marks-of-real-data-science/
- (Tech) – Too soon for consumer 3D printing, says Gartner; Consumer 3D printing adoption will be outpaced by business and medical applications that have more compelling needs in the short term
http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1204&MainCatID=12&id=20140828000067
Consumer
Healthcare
- Biohackers of the world, unite: Following the example of maker communities worldwide, hobbyists keen on biology have started to get together
Investing Process
- How to Pick Stocks by Recognizing the Flaws in Investors’ Thinking; Joe Huber, Huber Capital’s boss, tries to avoid the big mistake that many investors make.
http://online.barrons.com/news/articles/SB51885783724964273656104580130022394100384