Evening Bamboo Insight: 25 Sep 2014

Evening Bamboo Insight: 25 Sep 2014

Macro

  1. Aircraft lessors wary as new rivals crowd into aviation

http://www.reuters.com/article/2014/09/24/us-airlines-financing-idUSKCN0HJ06R20140924?feedType=RSS&feedName=businessNews

  1. Let there be bubbles! Declining capex may be a key aspect of secular decline, which began in advanced economies and is now spreading to emerging markets

http://ftalphaville.ft.com/2014/09/23/1980442/let-there-be-bubbles/

  1. Latin American brands gain ground on global names

http://www.ft.com/intl/cms/s/0/94296020-1eef-11e4-9d7d-00144feabdc0.html#axzz3EE4l5liN

  1. Low-cost airlines face a bumpier ride on long-haul routes; It will be hard to replicate short-haul success on longer routes, even though barriers have fallen

http://www.ft.com/intl/cms/s/2/31a382d4-f6f2-11e3-8ed6-00144feabdc0.html#axzz3EE29cMPA

  1. Hamburg: Germany’s start-up alternative to Berlin

http://www.ft.com/intl/cms/s/0/46b99722-424b-11e4-9818-00144feabdc0.html#axzz3EE29cMPA

  1. Wanted: real reforms to sustain growth in emerging markets

http://www.ft.com/intl/cms/s/0/5ab958e4-3fe8-11e4-a381-00144feabdc0.html#axzz3EDzjBsMZ

  1. Germany’s Economic Mirage

http://www.project-syndicate.org/print/philippe-legrain-pokes-large-holes-in-the-myth-of-german-success

Asia Pacific

  1. (Korea) – Crisis time at Hyundai Heavy

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2995275

  1. (Korea) – South Korea regulator appeals for private equity investment

http://www.ft.com/intl/cms/s/0/ebf5ccac-3e3a-11e4-b7fc-00144feabdc0.html#axzz3EE29cMPA

  1. (Isia) – Indonesia looks to retail investors of the future

http://www.ft.com/intl/cms/s/0/1df5c6ae-430d-11e4-9a58-00144feabdc0.html#axzz3EDzjBsMZ

  1. (Australia) – Australia’s 8th richest person Harry Triguboff is now its biggest builder

http://www.brw.com.au/p/business/australia_builder_richest_person_1NjblDzo5cESqIbl8WGRPM

  1. (China) – China’s Search For Technology, Returns Leads To Growing VC Investment In Israel

http://www.forbes.com/sites/russellflannery/2014/09/23/chinas-search-for-technology-returns-leads-to-growing-vc-investment-in-israel/print/

  1. (India) – What India Could Learn from Alibaba

http://www.forbes.com/sites/anaswanson/2014/09/23/what-india-could-learn-from-alibaba/print/

  1. (Korea) – In the name of ‘gwanchi’ or government control on banks and nonbank financial institutions. Gwanchi has been too deeply-entrenched to be eliminated in the banking sector

http://www.koreatimes.co.kr/www/news/opinon/2014/09/164_165152.html

  1. (HK) – Hong Kong’s de facto central bank warned yesterday that the city’s lenders might face “very high” risks from rising interest rates, which will threaten to drain liquidity at a time when banks have heavy loan commitments.

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=149790&sid=43040218&con_type=1&d_str=20140924&fc=4

  1. (Korea) – CJ vice president quits after being indicted on tax evasion charges

http://www.koreatimes.co.kr/www/news/biz/2014/09/123_165085.html

  1. (Spore) – SGX must overcome market’s cynicism and skepticism

http://www.businesstimes.com.sg/premium/companies/others/sgx-must-overcome-markets-cynicism-and-scepticism-20140924

Life

  1. 5 Ways to Stay Motivated Even When You Really, Really Don’t Want To

http://www.fastcompany.com/3036120/hit-the-ground-running/5-non-bs-ways-to-find-your-lost-motivation

  1. Terminate The Terminator: Hack Your Emotional Intelligence And Control Your Future

http://www.forbes.com/sites/ericschiffer/2014/09/15/terminate-the-terminator-hack-your-emotional-intelligence-and-control-your-future/print/

  1. Measure for Measure: When Quantitative Meets Qualitative; Leadership, collaboration and trust are soft measures that translate into ‘hard’ results

http://forbesindia.com/printcontent/38635

  1. OCBC CEO: The evolving role of a bank CEO; Under ‘New Normal’ operating environment, CEOs need new attributes as they have to deal with many more areas

http://www.businesstimes.com.sg/premium/editorial-opinion/opinion/evolving-role-bank-ceo-20140924

http://www.businesstimes.com.sg/premium/top-stories/bank-ceos-have-juggle-smart-says-ocbc-chief-20140924

TMT

  1. (China/Tech) – CHART OF THE DAY: People Spend Over $9,000 On Alibaba Every Second?

http://www.businessinsider.sg/chart-of-the-day-people-spend-over-9000-on-alibaba-every-second-2014-9/#.VCKbkfmSyCk

  1. Tech bubble or no tech bubble?

http://ftalphaville.ft.com/2014/09/24/1979322/tech-bubble-or-no-tech-bubble/

  1. (India/Tech) – Yahoo acquires Bangalore startup, sparking excitement all around

http://qz.com/269199/yahoo-said-to-have-acquired-bangalore-startup-sparking-excitement-all-around/

  1. Africa’s MTN reinvents itself via music; Mobile operator seeks to transform itself into content provider

http://www.ft.com/cms/s/0/8ccde890-3e4e-11e4-a620-00144feabdc0.html#axzz3EE4l5liN

  1. Arm launches latest chip to power the internet of things

http://www.ft.com/intl/cms/s/0/46b08ff2-4321-11e4-8a43-00144feabdc0.html#axzz3EE29cMPA

  1. (China/Tech) – WPP partners with Chinese ecommerce company Polestar

http://www.ft.com/intl/cms/s/0/55f7fec8-4312-11e4-8a43-00144feabdc0.html#axzz3EDzjBsMZ

  1. (Spore/Tech) – Will KungfuMath help Singaporean students love the subject?

http://e27.co/will-kungfumath-help-singaporean-students-love-the-subject-20140924/

  1. Several websites and apps are transforming the way that players and coaches practice, scout other teams and analyze their own performance.

http://www.nytimes.com/2014/09/24/technology/high-school-football-gets-its-own-technological-revolution.html?ref=technology

  1. Where Profit Margins Are Hefty, Online Upstarts Muscle In

http://www.nytimes.com/2014/09/24/technology/24shave.html?ref=business&_r=0

  1. (China/Tech) – 3D printing making inroads in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140924000095&cid=1204

Consumer

  1. Tesco’s board is seriously lacking in retail experience; General business skills are not nearly enough

http://www.ft.com/cms/s/0/2c0f73a2-4245-11e4-9818-00144feabdc0.html#axzz3EE29cMPA

http://www.ft.com/intl/cms/s/0/42403074-3fe0-11e4-a381-00144feabdc0.html#axzz3EDzjBsMZ

%d bloggers like this: