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Daily Bamboo Innovator Insight: Sat 15 Nov 2014 – Oranges, lemons and forex: How to understand the market-rigging scandal

Life 

Oranges, lemons and forex: How to understand the market-rigging scandal: Medium

The importance of sparking entrepreneurial spirit in family businesses: FP

Google CEO on moonshots: Find a ‘zero million dollar’ research problem; To succeed at a moonshot, you need curiosity, impulse, and a problem that no one seems to be investing in. Fortune

13 Misconceptions 20-Somethings Have About Success: BusinessInsider

This 5-Year-Old Genius Just Aced A Computer Science Test From Microsoft; The boy, now 6, is officially a Microsoft Certified Professional which is highly regarded in the information technology industry: BusinessInsider

Prospects for growth: An interview with Robert Solow; The economist who won a Nobel Prize for advancing our understanding of technology looks at the past and future of productivity-led growth.: McKinsey

Thinking Like a Writer: Steven Pressfield

9 Powerful Leadership Lessons From The US Military: BusinessInsider

The Man Who Made the Modern Music Industry; Ralph Peer became the father of country through sheer commercial calculation: Southern folk music, he realized, was a vast untapped well of copyright-free songs: WSJ

The Life of Ivan Pavlov: His discoveries fueled grandiose hopes of curing psychiatric illness and breeding humans with more refined nervous systems—in short, of saving the world through physiology. WSJ

Nike’s Martin Lotti on Just Doing It; The Nike Football vice president and creative director talks about the importance of design, the future of shoes and the place where he’s happiest: WSJ

Where to Look for Insight: HBR

Being Happy at Work Matters: HBR

Bring Agile to the Whole Organization: HBR

How to Motivate Yourself When Your Boss Doesn’t: HBR

Why No One’s Reading Your Marketing Content: HBR

John Kotter (2001): What Leaders Really Do; The idea of getting people moving in the same direction appears to be an organizational problem. But what executives need to do is not organize people but align them. HBR

Galleons and gunships: Pacific history has been defined by bullies enforcing their rules: Economist

Large family businesses are in decline in Spain, but their ability to innovate has renewed interest in the sector. CampedenFB

Finding Our Place in the Stars; The physicist who kept the ‘Interstellar’ science sharp talks about black holes, space travel and his optimistic vision of human possibility. WSJ

The Classical Roots of ‘The Hunger Games’; The blockbuster film franchise reaches back to the myth of Theseus, ancient Greece and Rome, and the very foundations of Western culture: WSJ

Do You Want To Know About Your Brain? New research suggests many peopledon’t think that much about brain science. Should they? NYTimes

Is Quantum Entanglement Real? Einstein thought not. But experiments suggest so. NYTimes

How To Make Transparency Part Of Organizational Culture: Forbes

How ColaLife learned to think outside the crate; The award-winning charity used to distribute medicines packaged with Coke bottles to remote rural areas, but it had to adapt and move on as it became more successful: Guardian

Demand-based pricing strategy: A matter of avoidance or appreciation; Uber reintroduced the world to the basic economic theory of dynamic pricing when demand and supply are at play, naming it “surge pricing”. Nation

A Malaysian company called Heart and Shawl is using e-commerce to change the way headscarves are priced and the way they are acquired by Muslim women. TheStar

‘The Art of Things’: Pioneering Product Design; “The industrial revolution was made by engineers,” she writes. “Today it is the designers who are building machines.”: WSJ

Seth Klarman: The Patient Investor: ValueWalk

Multitasking: No more than a mirage? AsiaOne

Sick of scams: but what is the cure? AsiaOne

China

China finance official says shadow banking major issue: Reuters

China Busts Underground Banks With $23 Billion Transactions: Bloomberg

The Not-So-Mighty Chinese Consumer: WSJ

NQ Mobile Inc Dumped By Uber Bull Oberweis: ValueWalk

ASEAN

Three megatrends for Asean growth: TheStar

Sleepless in Singapore; The property market in Singapore, described by a developer “to be in a (state) of slumber” and by a Singaporean analyst that it “could get worse”: TheStar

More luxury homes go under the hammer as defaults spike in Singapore: Today

Japan & Korea

Why Subaru’s Profit Is Surging; Weaker Yen, Sluggish Demand at Home Gives Big Car Exporter Strong Lift: WSJ

Samsung SDS strong debut frees cash for Lee’s successors; Samsung SDS became the 5th most valuable company on the South Korean bourse with a market capitalisation of about US26bil: TheStar

Macro

Jim Rogers On Putin, His Suspicions About Oil Prices, And Why 26-Year-Olds On Wall Street Have The Biggest Advantage: BusinessInsider

“World’s Richest Restaurateur” Sees An Imminent Crash In America’s “Crazy” Real-Estate Market: ZeroHedge

Economic integration: The flying factory; Asia has built a web of economic interdependence which China would be ill-advised to unravel: Economist

A Once Bullish Crispin Odey Fears Recession In Emerging Markets: ValueWalk

Spreading deflation across East Asia threatens fresh debt crisis; Asia’s currency skirmishes are happening in a region of festering grievances and territorial disputes, with no Nato-style security structure to dampen down fires: Telegraph

Corporate buybacks fuel all-time highs – but for how long? US companies will buy $450bn of their stock this year, but when will this become too expensive? FT

Regulation: Banks count the risks and rewards; Crackdown on money laundering threatens to leave parts of developing world cut off from global finance: FT

Mexico Hit by Unrest and Scandal; Mexico’s Spreading Unrest and Sense of Lawlessness Are Shaping Up as Major Political and Economic Challenges to President Enrique Peña Nieto: WSJ

TMT

What Steve Wozniak Got Wrong About The iPhone 6; Apple is almost never first-to-market in any product category. Their strategy is to come up with dramatic, generational improvements to products that others have done not as well. BusinessInsider

Kinpo’s (金寶) subsidiary –YZprinting unveiled its new 3D Food Printer yesterday, which allows users to prepare healthy and delicious snacks simply by feeding food ingredients into the machine. ChinaPost

Is YouTube the new television? Why the video website is rewriting the rules of broadcasting: FT

Twitter Is Junk. Why Are You Surprised? Bloomberg

Russia plans alternative version of ‘Wikipedia’: Reuters

Apple Could Swallow Whole Russian Stock Market: Bloomberg

Sam Jain’s CheapOair is really taking off; His CheapOair website has kept its focus in air tickets-and human customer service. Fortune

How Formula One Teams Are Using Big Data To Get The Inside Edge: Forbes

CHART OF THE DAY: Mobile Messaging Is Poised To Overtake Social Networks: BusinessInsider

Apple doesn’t own applepay.com: Fortune

Google Glass future clouded as some early believers lose faith: Reuters

Marc Andreessen: the ’90s Had It Right; In a Q&A at WSJD Live, the Venture Capitalist Said the Dot-Com Crash Was Catastrophic but the Ideas Weren’t: WSJ

Jualo, in Emulation to eBay, Woos Indonesia’s Secondhand Market: JakartaGlobe

BlackBerry Has no Immediate Plans to Crack ‘Sensitive’ China Market: JakartaGlobe

Stanley Gibbons enters the internet age with stamp auction site; Stamps worth less than £50 can now be bought and sold via the philately auctioneer’s online marketplace: Guardian

5 Ways Product Design Needs to Evolve for the Internet of Things: HBR

Healthcare

The Dengue Fever Scourge; Vaccines in the pipeline could help control a pandemic that sickens millions each year. NYTimes

In India, Latrines Are Truly Lifesavers: NYTimes

What the U.S. Can Learn From India and Brazil About Preventive Health Care: HBR

Energy & Commodities

Shipbrokers in merger talks after 30% plunge in oil price; Clarkson hoping to acquire Platou, while Icap and Howe Robinson also say they are considering their options: Guardian

Oil price slump to trigger new US debt default crisis as Opec waits; Falling oil prices and and US shale drillers drowning in a sea of debt could be the spark for a new credit crunch: Telegraph

Plunging oil price triggers warning of defaults and ‘distress’ in the energy sector; Who will blink first as global oil prices collapse? FP1, FP2

How a Halliburton-Baker Hughes deal would shake up the Canadian oil field services market: FP

Proposed merger of oilfield firms poses challenge to Schlumberger: Reuters

IEA sees new era, no quick rebound in oil prices: Reuters

There Will Be Blood – How The Fed Has Flooded The Shale Patch With Junk Debt: ZeroHedge

The Fall of a National Champion: Petróleo Brasileiro offers an epic lesson in how to squander a windfall. Petrobras Scandal Widens, Earnings Delayed; Former Engineering Director at Brazil’s Oil Firm Arrested Along With 17 Others; Shares Plunge: WSJ1, WSJ2

Cotton stockpiles are swelling so large that there will be enough in global warehouses to make about 23 billion pairs of jeans, or three for every person on the planet. The glut sent prices to a five-year low: Bloomberg

Taming the Wild Tuna: Why Farmed Fish Are Taking Over Our Dinner Plates: WSJ

Consumer & Others

Wei family to sell their Taipei 101 shares? WantChinaTimes

McDonald’s CEO: Here’s Why We Don’t Want To Be Like Chipotle: BusinessInsider

McDonald’s Created Broccoli That Tastes Like Bubble Gum: BusinessInsider

Insiders Think Lululemon Is In Serious Trouble: BusinessInsider

The New Breed of High-Performance Wool Clothing; Long a tried-and-true textile for outdoor apparel, wool is getting engineered for higher performance by companies like Voormi, Duckworth and others: WSJ

Inventure Foods has succeeded when it comes to healthier snacks and even healthier margins: Forbes

Nestlé Explores Sale of Frozen Food Unit Davigel; Swiss Food Giant Presses Ahead With Consolidation of its Portfolio of Fringe Businesses: WSJ

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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing. KB has been rooted in the principles of value investing for over a decade as an analyst in Asian capital markets. He was head of research and fund manager at a Singapore-based value investment firm. As a member of the investment committee, he helped the firm’s Asia-focused equity funds significantly outperform the benchmark index. He was previously the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. KB has trained CEOs, entrepreneurs, CFOs, management executives in business strategy, value investing, macroeconomic and industry trends, and detecting accounting frauds in Singapore, HK and China. KB was a faculty (accounting) at SMU teaching accounting courses. KB is currently the Chief Investment Officer at an ASX-listed investment holdings company since September 2015, helping to manage the listed Asian equities investments in the Hidden Champions Fund. Disclaimer: This article is for discussion purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any investments, securities, futures or options. All articles in the website reflect the personal opinions of the writer.

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