Morning Bamboo Insight: 14 Sep 2014

September 14, 2014 Leave a comment

Morning Bamboo Insight: 14 Sep 2014

Macro

  1. The corporate M&A genotype theory

http://ftalphaville.ft.com/2014/09/12/1968512/the-corporate-ma-genotype-theory/

  1. Scotland’s fateful choice; The case for union is overwhelming. The path of separation is a fool’s errand; How a Yes would make enemies and alienate peoples

http://www.ft.com/intl/cms/s/2/b5c48254-376e-11e4-bd0a-00144feabdc0.html#axzz3D4kdGbh3

  1. The world is saying No to Scottish separation; The Yes campaign has elected to play a cynical, bewildering and finite game of identity politics

http://www.ft.com/intl/cms/s/2/443a23d6-3841-11e4-a687-00144feabdc0.html#axzz3D4kdGbh3

  1. Banco Espírito Santo: Family fortunes; Bank chief Ricardo Espírito Santo Salgado faces allegations that his group engaged in a fraud

http://www.ft.com/intl/cms/s/0/a63a4a56-32c0-11e4-93c6-00144feabdc0.html#axzz3D4kdGbh3

  1. How important is the financial sector to Scotland’s economy? Scotland has a long, rich history in the financial sector. Money manager Standard Life has had its headquarters in Scotland for 189 years

http://www.bbc.com/news/business-29140457?print=true

  1. How Aaron Klein and Riskalyze are Revolutionizing the Industry?

http://www.thereformedbroker.com/2014/09/10/how-aaron-klein-and-riskalyze-are-revolutionizing-the-industry/

  1. Corruption Fighter Gooch Tackles Abusive Shell Companies

http://www.bloomberg.com/news/print/2014-09-11/corruption-fighter-gooch-tackles-abusive-shell-companies.html

Asia Pacific

  1. (Japan) – Banking group wants access to NPA’s yakuza database

http://www.japantimes.co.jp/news/2014/09/11/business/banking-group-hopes-to-check-info-on-yakuza-via-police-database/#.VBP3b_mSyCk

  1. (Korea/China) – Backed by LVMH, Psy producer charts course into China fashion, music

http://www.reuters.com/article/2014/09/12/us-yg-entertainment-china-idUSKBN0H70H720140912

  1. (China) – As China Opens Stock Market to Foreign Investors, Bargains Await Risk Takers; Amid Dismal Performance, Country Is Granting Foreigners Direct Access to Mainland Stocks

http://online.wsj.com/articles/as-china-opens-stock-market-to-foreign-investors-bargains-await-risk-takers-1410471001

  1. (Asia) – Asia Less Vulnerable to Taper Tantrum, But Risks Remain

http://blogs.wsj.com/economics/2014/09/12/asia-less-vulnerable-to-taper-tantrum-but-risks-remain/

  1. (Japan) – Japan is creating jobs but workers do not prosper; Casualisation of the workforce is stifling the reflationary experiment

http://www.ft.com/intl/cms/s/0/ff22e590-374a-11e4-8472-00144feabdc0.html#axzz3D4kdGbh3

  1. (China/Japan) – China could be the next Japan: Merrill Lynch analysts

http://www.theage.com.au/business/china/china-could-be-the-next-japan-merrill-lynch-analysts-20140912-10fiqm.html

  1. (HK/China) – SFC leads class action against ex-CITIC bosses

http://www.thestandard.com.hk/news_detail.asp?pp_cat=30&art_id=149395&sid=42971247&con_type=1

  1. (China) – ‘Energy Delta’ becomes victim of China’s coal price slump

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140911000122&cid=1502

  1. (China) – Will herd investors sabotage Hong Kong-Shanghai Stock Connect?

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140912000032&cid=1703

  1. (China) – High-speed rail boom in China spawns network of ghost towns

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140912000044

  1. (China) – China’s shift to high-end electronics takes time: HSBC

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1205&MainCatID=12&id=20140907000111

Life

  1. Highest-paid female executive seeks immortality-digitally

http://fortune.com/2014/09/12/highest-paid-female-executive-seeks-immortality-digitally/

  1. Steve Jobs’ office is exactly as he left it

http://fortune.com/2014/09/12/steve-jobs-office-is-exactly-as-he-left-it/

  1. Dr M: I failed to change lazy Malays

http://news.asiaone.com/print/news/malaysia/dr-m-i-failed-change-lazy-malays

  1. As music sales fall, sax player Kenny G turns to stockpicking

http://www.reuters.com/article/2014/09/12/us-kennyg-stocks-idUSKBN0H70AU20140912

  1. In a Study, Text Messages Add Up to a Balance Sheet of Everyday Morality; A study looking at daily attitudes provided a rough idea of just what constitutes the moral content of a random day

http://www.nytimes.com/2014/09/12/science/a-window-into-everyday-morality-via-text-message.html?emc=edit_th_20140912&nl=todaysheadlines&nlid=36114517&_r=0

  1. Reading ‘Harry Potter’ Makes You A Better Person, Research Shows

http://www.businessinsider.sg/harry-potter-teaches-empathy-2014-9/#.VBKFp_mSyCk

  1. Scientists unlock secrets of coffee DNA; Research may help produce higher-yielding disease-resistant crops

http://www.ft.com/cms/s/0/656db45e-38f1-11e4-9526-00144feabdc0.html#axzz3D4mu277F

  1. Angst, acne and capitalism at commerce summer camps for teens; Joline Godfrey is the founder of Camp Start-up, which charges up to £2,500 for a 10-day residential course

http://www.ft.com/intl/cms/s/0/2f613bb2-3354-11e4-85f1-00144feabdc0.html#axzz3D4kdGbh3

  1. Intro to computer science is now the most popular course at Harvard

http://qz.com/264044/intro-to-computer-science-is-now-the-most-popular-course-at-harvard/

TMT

  1. Apple working on products no one has guessed at, says Tim Cook; Apple chief Tim Cook talks about new products, Apple TV and the legacy of Steve Jobs in US interview

http://www.telegraph.co.uk/technology/apple/11093888/Apple-working-on-products-no-one-has-guessed-at-says-Tim-Cook.html

  1. With a new version out and millions hooked, WordPress creator Matt Mullenweg’s unconventional model can make or break the web.

http://www.fastcolabs.com/3035463/how-matts-machine-works

  1. (China/Tech) – For U.S. tech firms, China entices in spite of tight state control

http://www.reuters.com/article/2014/09/12/us-china-tech-business-idUSKBN0H70KP20140912

  1. (Japan/Tech) – Convenience, points fuel spread of e-money in Japan

http://news.asiaone.com/print/news/asia/convenience-points-fuel-spread-e-money-japan

  1. EBay CFO: Making Acquisition Sprees Work

http://blogs.wsj.com/cfo/2014/09/12/ebay-cfo-making-acquisition-sprees-work/

  1. (Tech) – For UPS, E-Commerce Brings Big Business and Big Problems; Delivery company is squeezed by free shipping, fierce competition and the power of Amazon.com

http://online.wsj.com/articles/for-ups-e-commerce-brings-big-business-and-big-problems-1410489642

http://blogs.wsj.com/corporate-intelligence/2014/09/11/q-and-a-with-upss-david-abney/

  1. (Tech/Japan) – Sony Edges Toward Apple-Like Ecosystem

http://online.wsj.com/articles/sony-edges-toward-apple-like-ecosystem-heard-on-the-street-1410498633?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052970203898604580149022352873174.html

  1. Peter Thiel Reveals The Worst Investment Decision He’s Ever Made

http://www.businessinsider.sg/peter-thiels-bad-investment-2014-9/#.VBKFtvmSyCk

  1. (Tech) – Robot capable of handling unfamiliar objects unveiled

http://www.ft.com/intl/cms/s/0/e83c085e-39b9-11e4-93da-00144feabdc0.html#axzz3D4mu277F

  1. (China/Tech) – Alibaba defends payments unit split-off; Investors voice concern about corporate governance

http://www.ft.com/intl/cms/s/0/dba294ac-39cb-11e4-8aa2-00144feabdc0.html#axzz3D4mu277F

  1. (Korea/Tech) – A time for nimbleness: Alarm bells are ringing in Korea’s IT industry – an ominous reminder of Japan’s fate

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994744

  1. Smartphone wars get really brutal: Samsung is squeezed by Lenovo below and Apple in the top tier

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994731

Consumer

  1. Green Monsters: The Electric Bike Wars, Who Will be the Tesla of Motorcycles? Harley-Davidson, Energica, Zero and other electric-motorcycle manufacturers are battling to become the king of these green machines.

http://www.forbes.com/sites/hannahelliott/2014/09/10/green-monsters-the-electric-bike-wars/

  1. Britain’s big supermarkets rewrite their grocery lists; Food price war forces UK retailers to reconsider their offerings

http://www.ft.com/intl/cms/s/0/a2d9daac-39c8-11e4-83c4-00144feabdc0.html#axzz3D4mu277F

  1. How the fast-fashion supply chain became drug cartels’ favorite place to launder cash

http://qz.com/263779/how-the-fast-fashion-supply-chain-became-drug-cartels-favorite-place-to-launder-cash/

  1. (China/Consumer) – Accenture: Mid, low-income consumer market worth US$4tn in China?

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140911000052

Healthcare

  1. (India/Healthcare) – 5 Things to know about India’s Healthcare System

http://forbesindia.com/blog/health/5-things-to-know-about-the-indias-healthcare-system/

Vijay Ramnath Jayaraman

Investing Process

  1. Investing Process – Carson Block’s Value Investing Congress Presentation: Short 500.com

http://www.marketfolly.com/2014/09/carson-blocks-value-investing-congress.html

Commodities

  1. (Australia/Commodities) – Asian Iron-Ore Investments in Australia Fail to Pay Off

http://online.wsj.com/articles/asian-investors-iron-ore-bets-fail-to-pay-off-1410411784

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