Morning Bamboo Insight: 14 Oct 2014

October 14, 2014 Leave a comment

Morning Bamboo Insight: 14 Oct 2014

Macro

  1. (Macro) – U.S. regulators press banks for more on auto loan exposure to assess risks

http://www.reuters.com/article/2014/10/12/us-autos-lending-regulators-idUSKCN0I10T320141012

  1. Deutsche clampdown on bad behaviour prompts exodus of traders –FT

http://uk.reuters.com/article/2014/10/12/deutsche-bank-regulator-idUKL2N0S70X920141012

Asia Pacific

  1. (Spore) – Bears Crowd to Sembcorp Marine After Stock’s 18% Drop in Value

http://www.bloomberg.com/news/print/2014-10-12/bears-crowd-to-sembcorp-after-stock-s-18-drop-in-value.html

  1. (Isia) – Indonesia needs new growth model to boost GDP

http://news.asiaone.com/print/news/asia/indonesia-needs-new-growth-model-boost-gdp

  1. (China) – U.S. ETFs to take aim at China’s onshore bond market

http://www.reuters.com/article/2014/10/12/us-china-bond-etfs-analysis-idUSKCN0I10F320141012

  1. (India) – Modi seeks to revive India’s ‘zombie factories’, not abandon them

http://uk.reuters.com/article/2014/10/12/uk-india-industry-zombies-idUKKCN0I10X920141012

  1. (Korea) – Pardoning tycoons for economic growth; Parole’s not special treatment; Stimulus will be of no use if it fails to move companies and consumers to spend.

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2995917&cloc=joongangdaily|home|newslist2

  1. (Taiwan) – A campaign to boycott Ting Hsin (頂新集團)food products picked up momentum yesterday as food conglomerate tycoon Wei Ying-chung (魏應充) made his first public appearance since the latest tainted oil scandal erupted to apologize to the nation

http://www.chinapost.com.tw/print/419237.htm

Life

  1. Remembering the impact Lee Kuan Yew’s speeches made

http://news.asiaone.com/print/news/singapore/remembering-impact-lee-kuan-yews-speeches-made

  1. The Science of Conquering Your Greatest Fears; It may be the oldest emotion. Before happiness, before sorrow, before exhilaration, and way, way before the urge to climb mountains and bomb down steeps, there was fear

http://www.outsideonline.com/outdoor-adventure/science/The-Science-of-Conquering-Your-Greatest-Fears.html

  1. A Dozen Things I’ve Learned From Jeffrey Gundlach About Investing

http://25iq.com/2014/10/04/a-dozen-things-ive-learned-from-jeffrey-gundlach-about-investing/

  1. ‘Grit’ might be more important than IQ. Now schools need to learn to teach it.

http://www.vox.com/2014/10/9/6835197/grit-kipp-noncognitive-skills-duckworth-teaching

  1. One Great Idea From Jean Tirole, the Nobel Economist

http://www.businessweek.com/printer/articles/230302-one-great-idea-from-jean-tirole-the-nobel-economist

  1. Startup God Paul Graham Reveals The Single Most Important Quality To Look For In Company: Authenticity

http://www.businessinsider.sg/paul-graham-startups-bloomberg-2014-10/#.VDwEj_mSyCk

TMT

  1. How Hewlett-Packard lost its way

http://fortune.com/2012/05/08/how-hewlett-packard-lost-its-way/

  1. Why Programmatic Is Killing Creativity In Advertising

http://www.businessinsider.sg/programmatic-advertising-and-creativity-2014-10/#.VDwDV_mSyCk

  1. (Korea/Tech) – Maker of Korean Chat App to Ignore Legal Demands for Users’ Messages; Daum Kakao Has Stopped Honoring Warrants From Government Prosecutors in Bid to Keep KakaoTalk Users

http://online.wsj.com/articles/maker-of-korean-chat-app-to-ignore-legal-demands-for-users-messages-1413202926

  1. Competitive Pressures Loom over TSMC; As Mobile Devices Become Smaller, Race is On to Pack More Computing Capability into Each Chip.

http://online.wsj.com/articles/competitive-pressures-loom-over-tsmc-1413191871

  1. (Korea/Tech) – Tax-evading blog shopping malls mushrooming

http://news.mk.co.kr/english/newsRead.php?sc=30800003&cm=Economy&year=2014&no=1307749&selFlag=sc&relatedcode=&wonNo=&sID=308

Investing Process

  1. Vltava Fund’s Q3 2014 Letter to Investors

http://www.valuewalk.com/2014/10/vltava-funds-letter-investors

  1. How to Read an Annual Report

http://janav.wordpress.com/2014/10/03/how-to-read-an-annual-report/

  1. The Family Business Map: Framework, Selective Survey, and Evidence from Chinese Family Firm Succession

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2501364

  1. The New Lyrics of the Old Folks: The Role of Family Ownership in Corporate Innovation

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2487083

 

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