Morning Bamboo Insight: 27 Sep 2014

Morning Bamboo Insight: 27 Sep 2014

Macro

1. Goldilocks nationalism: The size and homogeneity of a country’s population has a big bearing on its economic policies

http://www.economist.com/news/finance-and-economics/21620204-size-and-homogeneity-countrys-population-has-big-bearing-its-economic

2. The future of banking: You’re boring. Get used to it; Big banks have changed a lot, but there is more restructuring to come

http://www.economist.com/news/leaders/21620201-big-banks-have-changed-lot-there-more-restructuring-come-youre-boring-get-used

Asia Pacific

1. (China) – China’s communist party expels senior internet regulator for graft

http://www.reuters.com/article/2014/09/26/us-china-corruption-idUSKCN0HL11M20140926

2. (India) – India’s economy: Reform à la Modi; The new government’s modest policies will not bring back 9% growth

http://www.economist.com/news/finance-and-economics/21620231-new-governments-modest-policies-will-not-bring-back-9-growth-reform-la-modi

3. (China) – Investing in Chinese shares: Rickety rails; A new tie-up opens Shanghai’s stockmarket to foreigners

http://www.economist.com/news/finance-and-economics/21620233-new-tie-up-opens-shanghais-stockmarket-foreigners-rickety-rails

4. (Japan) – Gambling in Japan: Legal gambling and changing tastes threaten the huge pachinko business

http://www.economist.com/news/business/21620248-legal-gambling-and-changing-tastes-threaten-huge-pachinko-business-balls-air

5. (Korea) – Taxing corporate cash: A tempting target; South Korea’s government tries to get firms to spend their accumulated riches

http://www.economist.com/news/finance-and-economics/21620287-south-koreas-government-tries-get-firms-spend-their-accumulated-riches

6. (India) – India in space: MOMs are from Mars; A giant step for national pride

http://www.economist.com/news/asia/21620254-giant-step-national-pride-moms-are-mars

7. (India) – India’s ruling party: Floating high; The ruling Bharatiya Janata Party eyes a new round of electoral gains

http://www.economist.com/news/asia/21620251-ruling-bharatiya-janata-party-eyes-new-round-electoral-gains-floating-high

8. (Asia) – Corporate saving in Asia: A $2.5 trillion problem; Japanese and South Korean firms are the world’s biggest cash-hoarders. This hurts their economies

http://www.economist.com/news/leaders/21620203-japanese-and-south-korean-firms-are-worlds-biggest-cash-hoarders-hurts-their

9. (China) – China’s water crisis: Grand new canals; Vast new waterways will not solve China’s desperate water shortages

http://www.economist.com/news/leaders/21620202-vast-new-waterways-will-not-solve-chinas-desperate-water-shortages-grand-new-canals

1. (Korea) – South Korea embezzlement probe of Kumho Asiana highlights governance woes

http://www.ft.com/intl/cms/s/0/25ecc192-4492-11e4-ab0c-00144feabdc0.html#axzz3EOrJvHPA

1. (China) – Shaolin Temple kicks out at administration over ticket revenue

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140926000020&cid=1103

Life

1. The Show-Off Society; Has there been an explosion of elite ostentation? If so, does it reflect moral decline, or a change in circumstances?

http://www.nytimes.com/2014/09/26/opinion/paul-krugman-the-show-off-society.html?emc=edit_th_20140926&nl=todaysheadlines&nlid=36114517

2. The arduous work of imposing order is critical to success in any realm, from the international state system to one’s own mind

http://www.nytimes.com/2014/09/26/opinion/david-brooks-routine-creativity-and-president-obamas-un-speech.html?emc=edit_th_20140926&nl=todaysheadlines&nlid=36114517&_r=0

3. Scrambled signals: Did financial journalists fail to spot the crisis?

http://www.economist.com.libproxy.smu.edu.sg/news/finance-and-economics/21620232-did-financial-journalists-fail-spot-crisis-scrambled-signals

4. The look of a leader: Getting to the top is as much to do with how you look as what you achieve

http://www.economist.com/news/business/21620197-getting-top-much-do-how-you-look-what-you-achieve-look-leader

5. Human evolution: Fireside tales; The invention of fire may explain the preference for evening entertainment

http://www.economist.com/news/science-and-technology/21620048-invention-fire-may-explain-preference-evening

6. Scientific publishing: Changes that will bring scientific discovery more freely into the public domain are happening. About time too

http://www.economist.com/news/science-and-technology/21620051-changes-will-bring-scientific-discovery-more-freely-public-domain

7. A Billionaire Facebook Co-Founder’s Guide To Becoming An Awesome Entrepreneur

http://www.businessinsider.sg/dustin-moskovitzs-startup-advice-deck-2014-9/#.VCUIvfmSyCk

http://tech.genius.com/Sam-altman-lecture-1-how-to-start-a-startup-annotated

8. How Tory Burch Built A $3.5 Billion Company In Less Than A Decade

http://www.businessinsider.sg/tory-burch-success-story-2014-9/#.VCUH5_mSyCk

9. How to market brand Beyoncé; The R&B megastar is fond of risky commercial decisions

http://www.ft.com/intl/cms/s/2/9ebce5a6-43d0-11e4-8abd-00144feabdc0.html#axzz3EOrJvHPA

1. China: Restaurant ‘sold opium-laced noodles’ in an apparent effort to keep customers coming back

http://www.bbc.com/news/blogs-news-from-elsewhere-29312562?print=true

TMT

1. Decrypting Google: Don’t be modest; The search giant shares some of its business methods

http://www.economist.com/news/books-and-arts/21620056-search-giant-shares-some-its-business-methods-dont-be-modest

2. Oracle’s boss resigns: Transition, not succession; Larry Ellison’s job swap is only the start of a big transition at the firm he founded

http://www.economist.com/news/business/21620196-larry-ellisons-job-swap-only-start-big-transition-firm-he-founded-transition

3. US media mergers have dried up but Univision may be on the cards

http://www.ft.com/intl/cms/s/0/b00eac04-4498-11e4-bce8-00144feabdc0.html#axzz3EOrJvHPA

4. Peter Thiel: Robots are our saviours, not the enemy; The alternative is a world in which wages fall and prices rise

http://www.ft.com/intl/cms/s/0/db02d75c-4400-11e4-baa7-00144feabdc0.html#axzz3EOrJvHPA

5. (China/Tech) – E-commerce supply chain platform CCIG Mall brings Italian products to China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140926000045&cid=1202

Consumer

 

Healthcare

1. (Healthcare/Tech) – Market for Online Sales of Prescription Drugs Grows in Fits and Starts

http://english.caixin.com/2014-09-25/100732994.html

Investing Process

1. The Securities and Exchange Commission has charged a Silicon Valley software company and two former executives in an accounting fraud where timesheets were falsified to hit quarterly financial targets.

http://www.accountingtoday.com/news/accounting-news/silicon-valley-co-charged-in-accounting-fraud-72103-1.html

Commodities

 

Energy

1. Oil majors’ R&D into conventional and renewable energy at risk; The companies that own the world’s most powerful supercomputers for commercial use are not in the information technology industry, neither in biotech nor even finance.

http://www.ft.com/intl/cms/s/0/c69618a0-4050-11e4-a343-00144feabdc0.html#axzz3EOrJvHPA