Bamboo Innovator Daily Insight: 10 Feb (Tues) – Plumbing the delicious depths of February with ume; Blossoming during one of the coldest months of the year, often covered in ice and snow, the ume is sometimes thought of as a metaphor for chinmoku (沈黙, silence or reticence) and nintai (忍耐, patience)


  • Plumbing the delicious depths of February with ume: JT
  • The rise of the entrepreneur-in-residence: FT
  • Power of the humble CEO: BT
  • How Ancient Chinese Thought Applies Today: HP
  • Seven strategy lessons from the Staples deal to buy Office Depot; Latest bid shows fragility of competitive advantage but ‘category killer’ notion is not dead: FT
  • The hackathon enters the corporate mainstream; Moving beyond coding roots, they now inject urgency into business: FT
  • Are Economists Overrated? NYT
  • How to use financial blogging to build an audience: LinkedIn
  • Boiling point: redesigning the kettle for the 21st century: Guardian
  • The RadioShack Lesson: Another storied brand succumbs to change and competition. WSJ


  • This Idea Must Die: Scientific Theories That Are Blocking Progress: Amazon, WaPo

Greater China

  • 984 HK and 246 mainland clients named on HSBC list of hidjng assets, including Li Xiaolin – the daughter of former Premier Li Peng. Standard
  • A mining billionaire said to have links with disgraced former security chief Zhou Yongkang and who once launched a bid for Australia’s Sundance Resources was executed for multiple murder: Standard
  • Is the $1tn China carry trade imploding?: FT
  • China’s ‘little red soldiers’ get lessons in loyalty: JT
  • Hidden debts in Beijing: JA
  • China’s Dangerous Debt Drag: Bloomberg
  • Seventy Chinese listed firms affected by far-reaching anti-graft campaign so far: SCMP
  • Refiners in China told to strengthen inventory management; “Over the past several years, China’s crude oil reserves have been a secret: WCT
  • New China law targets tax avoidance offshore: SCMP
  • In China, Heavy Industry Unexpectedly Falls Sharply: NYT
  • Chinese Phone Upstarts Sell With Personality, Not Product: NYT
  • Qualcomm’s Fine Signals China’s Toughened Stance: WSJ, WSJ2


  • India GDP figures fuel investor suspicion: FT
  • India’s happy story stands out in Asia: Debt piles elsewhere are worryingly high, particularly in China and South Korea: FT
  • Taking The Taboo Out Of Lingerie In India By Putting It Online: Forbes
  • Subsidies lure firms in India’s electronics push: SCMP
  • India Growth Rate Set to Rival China: WSJ

Japan & Korea

  • Kosdaq’s trillion won club growing: JA
  • Amid mobile slump, Samsung needs more outside customers for its chips and panels: Reuters


  • A tale of two shipbuilders: Petrobras scandal rocks the boat for Singapore’s largest rig makers: SBR
  • 1MDB caught in battle of tycoons brewing in Malaysia: BT
  • Foreign Investors Canceled Plans for 16 Footwear Factories in Indonesia: JG
  • Flamboyant Malaysian Jho Low’s real-estate deals called into question: NYT


  • HSBC admits failings after helping criminals hide assets; The Swiss Leaks: Bill Whitaker investigates the biggest leak in Swiss banking history and examines HSBC’s business dealings with a collection of international outlaws: TODAY. CBS
  • Leaked HSBC files damage bank and the concept of banking secrecy; Outcry about why more has not been done to prosecute individuals: FT
  • Morgan Stanley eyes an exit from hedge funds; The US bank is looking to sell off its stakes in Lansdowne Partners and other alternative investment groups: Telegraph
  • The S.E.C.’s Hazy Approach to Crime and Punishment: NYT
  • Asian cities attract more overseas money than Switzerland: FT
  • Policy makers eye corporate cash piles in bid to boost growth: FT
  • Too BIG to sail? Container ship giants veer off course in battle of the mega vessels: SCMP
  • Why U.S. Assets Are So Seductive; The drop in oil prices, Europe’s bouts of weakness, and a strong dollar make American stocks and bonds the world’s most attractive–for now.: Barron’s
  • Central Banks Encourage Risky Behavior; Investors in Asia should be wary of low interest rates and rising debt amid weaker growth across the region. Barron’s
  • Asian Borrowers Walk Credit Tightrope; The region’s debt burden has climbed to a massive 244% of GDP and poses a major risk to its economies.  Barron’s
  • More pig farms popping up in US; Growing U.S. hog herd, flat Chinese demand slams pork prices: Yahoo
  • Currency-hedged ETFs in vogue as investors clamor for more: Reuters
  • Regulation of Shadow Banking Takes a Dark Turn: A ‘chain’ of routine securities transactions, the Fed suggests, can transform a nonsystemic firm into a systemic firm. WSJ
  • SEC Advances Hedging Rule; Rule Requires Firms Disclose Whether Employees are Allowed to Hedge Against Company Stock: WSJ
  • New Rules Poised to Reshape Analyst Research Sector; EU Law Requires Investment Managers to Pay for Research or Related Services: WSJ

Energy & Commodities

  • Oil ‘contango’ puts profit in storage: FT
  • Oil could plunge to $20 and this might be ‘the end of OPEC’: Citigroup: FP
  • Oil Producers Stress Surviving $50 Oil; Investors Weigh Independents’ Balance Sheets, Prospects Amid $50 Oil: WSJ


  • Industrial robots steal a march in east Asia: FT
  • Yahoo: Identity crisis; Once the storefront of the web, the internet company has been overtaken by rivals: FT
  • Cheaper robots could replace more factory workers: study: Reuters
  • The Holy Grail of Welding: Steel + Aluminum; Auto Industry’s Drive for Light-Weight Parts Fuels Voestalpine’s Hunt for New Process: WSJ


  • A Warning From the Heart of Malaria Research; A Veteran Doctor Fears the Rise of a Drug-Resistant Strain Will Help the Disease Spread: WSJ

Consumer & Others

  • Unilever must aim not to spread itself too thinly: FT
  • Paul Polman’s socially responsible Unilever falls short on growth: FT
%d bloggers like this: