Bamboo Innovator Daily Insight: 14 Feb (Sat) – Blackstone’s Chief Has a Warning for Wall Street’s Entrepreneurs; Are You Proud of How You’re Spending Your Time?

Life

• Blackstone’s Chief Has a Warning for Wall Street’s Entrepreneurs: NYT
• Are You Proud of How You’re Spending Your Time?: HBR
• Confucius Has Long Held Back China; Under Confucius’s teaching, the majority of Chinese people endured 2,000 years of subsistence living, while the ruling class controlled most resources and wealt: WSJ
• When the Growth Model Fails; Work hard or get laid off, as opposed to work hard and get higher wages: This management-by-stress technique is a major cause of suffering in our modern societies: NYT
• Son of Carpetright founder to launch rival flooring retailer: Telegraph
• For You, Half Price: NYT
• How Scams Worked In The 1800s: NPR
• Fund Pros Who Live Together, Buy Together; Study Suggests Managers Are Influenced by Investments of Peers Who Are ‘Neighbors’: WSJ
• How digital technology is destroying your mind: WaPo
• Coursera takes aim at education—and unemployment—on a global scale: McKinsey

Books

• To Explain the World: The Discovery of Modern Science: Amazon, WaPo

Investing Process

• ‘Machine’ Dalio takes on ‘Man’ Ackman: CNBC
• This Quiet Activist Investor Has Averaged 19 Percent Returns for More Than a Decade: Bloomberg

Greater China

• Mobile payments thriving in China: WCT
• China entering New Year with fewer crackers, less pork, more thrift: Reuters
• Alibaba Dealings With Chinese Regulator Draw SEC Interest: WSJ
• China’s Corruption Crackdown a Boon for Lingerie; Sales Increase for Pricey Undergarments as Government Discourages Conspicuous Consumption: WSJ

India

• Beyond brick & mortar: Inside Grundfos Pumps India: Forbes
• Indian Banks Struggling With Bad Loans: WSJ
• The Many Strands of Indian Identity; An ambitious new library of Indian literature shows the cultural riches ignored by today’s Hindu nationalists: WSJ

Japan & Korea

• Samsung, LG to create drone: Maeil
• Korean DRAM makers take 70% of the market: JA

ASEAN

• Off the Wagon: Vietnam’s Binge-Drinking Problem; The nation is the third-largest beer consumer in Asia, behind Japan and China: JG
• 1MDB Mess Clouds Petronas $7 Billion Debt Proposal: Bloomberg
• OJK tells Indonesian banks to be vigilant as bad loans rise: JP
• Post-2015 Asean – empower the people: TheStar
• LNG tankers lie unused around Singapore as gas downturn turns to crisis: Reuters

Macro

• Will The Carbon Bubble Be The Next Financial Crisis? Forbes
• Avoid devaluing currencies to boost trade: TheStar
• ‘Sin-Vestors’ Can Reap Smoking-Hot Returns: WSJ
• The Myth of Black Swan Market Events: NYT
• Opinion: Why the smart money is running from hedge funds: Marketwatch

TMT

• One of the smartest VCs of all time just warned that startups are chasing the wrong thing right now: BI
• Why It Makes Perfect Sense For Apple To Invest In The Future Of The Car: Techcrunch
• Visa to fight fraud with apps: JT
• Apple Gears Up to Challenge Tesla in Electric Cars: WSJ

Energy & Commodities

• Mass layoffs complicate oil industry’s long-term plans: Reuters
• How not to run a national oil company: TheStar

Consumer & Others

• The incredible staying power of the Oreo cookie: Quartz
• Hitching a Toy to a Star: Superhero Movies Create Opportunity for Toymakers: NYT

Bamboo Innovator Daily Insight: 13 Feb (Fri) – 11 inspiring quotes from Abraham Lincoln on liberty, leadership, and character; How a frugal janitor saved, invested and ultimately amassed $8 million

Life

• 11 inspiring quotes from Abraham Lincoln on liberty, leadership, and character: BI
• How a frugal janitor saved, invested and ultimately amassed $8 million: WaPo
• Authorpreneurship: To succeed these days, authors must be more businesslike than ever: Economist
• How a 23-year-old makes $500,000 a year tweeting random facts: BI
• Charles Darwin, Natural Novelist: Why style was so important to the theory of evolution: NewYorker
• “Guys, Let’s Grow The Hell Out Of This Company”: How Y Combinator Startups Go Big: FastCo
• Those who can: How to turn teaching into a job that attracts high-flyers: Economist
• Lois Braverman of the Ackerman Institute: Making Room for Differences: NYT
• Seven secrets to nailing your pitch: Shark Tank judge Naomi Simson: BRW
• Turn email responses into blog posts, and other ways to protect your time without being rude: BRW
• Are National Champions Really Winners?: PS
• The trouble with the family compact: Bombardier Inc’s new CEO Alain Bellemare is on a short leash: FP
• Identify Blue Oceans by Mapping Your Product Portfolio: HBR
• 15 Habits Of Exceptionally Persuasive People: Forbes
• Opera: The Economic Stimulus That Lasts for Centuries: Bloomberg

Greater China

• From Wealth to Health: Rich Chinese Seek Spiritual Fulfillment; Executives Spurn M.B.A.s for Philosophy Classes, Shopping Excursions for Buddhist Meditations: WSJ
• Bunge says China lenders distorting soyabean trade: FT
• China’s increase in debt is massive and unsustainable: WaPo
• Without corruption, some ask, can the Chinese Communist Party function? WaPo
• Shaanxi Government to Probe Missing Funds After Mass Investor Protests: RFA
• China’s Two Largest Taxi-Hailing App Companies Discuss Merger; Alibaba-Backed Kuaidi Dache and Tencent-Backed Didi Dache Enter Advanced Talks: WSJ
• It’s a Wanda-ful life: China’s biggest property tycoon wants to become an entertainment colossus: Economist
• China’s army: Lifting the veil; Xi Jinping is bringing a corrupt army to heel. Now he must make it behave responsibly: Economist
• For many of China’s biotech brains-in-exile, it’s time to come home: reuters
• A third of China’s $2.5 trillion corporate bond market is going to be hung out to dry: BI
• Burst of Taiwan’s real estate bubble likely: regulator; Taxes to be levied on combined value of property and land in Taiwan: WCT
• Thinking Big in Guizhou with Big Data Business: caixin
• Collateral Damage From China’s Antigraft Drive: Bloomberg
• Hong Kong Civics Class Puts Beijing on Edge: WSJ
• China’s lending push bypasses cash-starved farm sector: Reuters

India

• Slumdog Millionaires: A colorful range of everyday entrepreneurs disprove the notion that India is simply a ‘socialist country in which the state is the key.’: WSJ

Japan & Korea

• GS E&C faces a class action suit for losses a group of individual investors suffered as the result of allegedly deceptive notices made through the stock market. KT
• Japan’s Oldest Businesses Have Survived for More Than 1,000 Years: Atlantic
• Lotte Group’s “exorbitant” bid to win the largest amount of duty free space at Incheon International Airport (ICN) is triggering concerns that it may fall victim to a “winner’s curse.”: KT
• Korean Air shocked by one-year jail ruling on heiress: AsiaOne
• Japan Rally Mutating With Abe Beneficiaries Becoming Biggest Losers: Bloomberg
• How Two Small Rocks Stop Japan and South Korea Getting Along: Bloomberg

ASEAN

• Vietnam’s migrant labourers: Going to debt mountain; Working abroad is no bargain: Economist
• Thai PM pushes ‘business as usual’ amid slow politics: Nikkei

Macro

• The mystery of negative bond yields: SCMP
• Equities bask in “weird world” of negative yields: Reuters
• Britain’s markets watchdog says investigating 67 fund managers: Reuters
• How businesses linked to blacklisted oligarchs avoid Western sanctions: Economist
• The tax havens hidden in plain sight: FT
• How Mortgage Fraud Made the Financial Crisis Worse: NYT
• Credit Suisse’s Superbad Bank; The last assets are so risky they are risk-weighted at more than 100%. Eventually, what is left in the bad bank then may end up once again just being part of the bank.: WSJ
• Central Banks Now Open 24/7 Fighting Currency Wars and Deflation: Bloomberg
• Even Berkshire’s Boardroom Ties Can’t Prevent the Costco-AmEx Divorce: Bloomberg

TMT

• Automated Insights, the guys with ‘robots’ writing stories, acquired by owner of Stats, LLC: WaPo
• The entrepreneur who is beating Amazon at same-day delivery: FastCo
• Holographic movies: Light at the end of a tunnel; Affordable moving holography may not be too far away: Economist
• Web pioneer Vint Cerf warns of internet history ‘black hole’: FT
• Tim Cook Doesn’t Believe This Made-Up Math Law Will Limit Apple’s Growth: Bloomberg
• 10 years of Google Maps: 10 ways it changed the world: TheAge
• Google, Mighty Now, but Not Forever: NYT

Healthcare

• The Coming Boom In Brain Medicines: Forbes
• Why Isn’t Health Care More Like Starbucks? Forbes
• Vaccines and Politicized Science; Jenny McCarthy knows the credibility of science is a house of cards. WSJ
• Toxic Ganges adds to spread of drug-resistant bacteria: FT
• How CVS turned its cigarette ban into a strategic weapon: BI
• Does a Real Anti-Aging Pill Already Exist? Inside Novartis’s push to produce the first legitimate anti-aging drug; The bacterium Streptomyces hygroscopicus is found only on Easter Island. Bloomberg

Consumer & Others

• Levi Strauss CEO on a ‘mission to get women back into jeans’: Fortune
• Tesla: The Road to Riches Is Littered With Potholes: WSJ
• Even Pasta and Cheese Makers Now Want Their Own Small Jet: Bloomberg