Self-monitoring Vietnam

Two articles on Bloomberg Business Week.

One on Clicking with co-workers (productivity increase) and the other, Vietnam is finally ready for foreign investment ( with a question mark at the end).

The former article is based on a study that people who work and play together make a great team.

The other, since its neighbors Thailand and China are facing internal pressures (upheaval and worker strike) Vietnam might emerge as a strong off-shored contender. (As of this edit, BW has an article on Vietnam’s emerging role in Regional Security, with Mr Hagel meeting with Vietnamese counterpart in Brunei).

Huge hotel infrastructures have been up, but cautiously, taken a lesson from China’s building burst.

Meanwhile, Utah just put a man down via firing squad, a century old practice which has just been banned in Vietnam.

How is that for Amnesty International observers? Be fair and be balanced.

Have you read Banners from Heaven, a tale of struggle and murder in Utah?

There are Evil everywhere, even in the self-professed  civilized society ( And conversely, there is kindness in the most unlikely place.)

Back to our Bloomberg articles.

The clicking which results in team synergy came from self-monitoring (social intelligence).

And Vietnam, to build critical mass in global integration, will need a dose of self-monitoring as well.

By installing VINASAT 2, it will soon be able to see things from outer space.

And this GPS view will help it to see its geo-economic position against its neighbors: Thailand to the left and China to the North.

BBC did an interview about the subject just last week at the World Economic Forum i.e. China + 1. And Cisco signed a deal to build Smart buildings.

It’s not good enough these days to build world tallest hotels. Our expectations have increased : we need not only sky view, but also broadband access.

The rich want to be connected (it’s lonely at the top). And Vietnam, wanting to “click” with ROW, will need to accommodate those wishes, among them, high-speed rail and mail. The list of unintended consequences just gets longer each day. And that’s the price of growing pain. Instead, it is considering blocking off Skype and Viper, disruptive services which eat up the shares of state-owned shares. All the energies devoted to catching the “bad” guys could be channeled to “creative destruction”. It’s not too far-fetched to see Vietnam young come up with another Yahoo or Skype itself. Just a matter of time.

Work in team and play in team. It’s best that way!

 

Up the value chain

China is dreaming up its own Silicon Valley.

http://www.npr.org/templates/story/story.php?storyId=127742250&ft=1&f=1017

Its young are flocking NE universities in the summer, learning about American culture and history.

While in San Jose, they visit Tech Museum.

Are ideas and innovation moving offshore?

I was told to “follow the money”.

Does anyone know what time it is? Doesn’t anyone even care? (Chicago).

Actually, they have been nickel-and-dime, with rising costs (of wages, inflation pressure etc…).

Either they move South to Vietnam, Cambodia etc… or up the value chain.

Moving of the mind instead of moving the factories.

In crisis, there is opportunity. (Inida after 4 decades of leapfrogging the manufacturing step, end up with inflation).

30 years ago, China did it, out of necessity (with obvious consequences such as wage pressures and pollution).

This time, it is forced to go beyond dorm-room refrigerators to solar panel and software development.

Already we saw Baidu. And cities which offer high rebates for film makers (free extras). Watch out Bollywood!

If history taught us anything, it is this: China made a huge mistake by burning its world-class vessels back in the 16th century.

It drifted away and distracted itself  with opium and orthodoxy. Now China wakes up, moves fast and away from its progress-resistant mode. It has no time to eat or spend its money.

Money and success feed themselves. And each Chinese is moving up the Maslow scale. So is the interior country (with each province’s RFP and coordinated initiatives),

to catch up with Coastal cities such as Shanghai. The latter have been on steroid, while the former adrenaline.

Turns out, China is doing what exactly anyone in its place would: follow the money because its leader said “to get rich is glorious”, in this case, optimizing the value chain and use all its resources (which means it will soon have to outsource, offshore and build Tech museum as well). The force of nature favors survival of the busiest. And China is busy building its own Silicon Valley.

Sustainable Vietnam

The leadership of World Economic Forum met in Vietnam a few years back.

Concerned parties already discussed Green Vietnam.

http://www.good.is/post/how-vietnam-is-going-green/

These days, if you are late into the Industrial game, at least you can leap-frog in thought leadership and learned from others’ mistakes (China is overtaking Japan as number 2 economy, but it faces Hon Hai‘s workers’ suicides among other things).

China and India got a head start in development, but as the Olympics in Beijing went underway- with pollution – everybody realized that you can’t have a strong eco-nomy without a healthy eco-sphere.

Vietnam could use bamboo as a symbol of sustained economic development.

The plant is sturdy although not strong as an oak.

And it’s green. Soothing and self-sustaining.

I have been to Ha Long Bay, Nha Trang, Mui Ne, Vung Tau, Da Lat and Mekong Delta.

What I saw was lush green (although hot).

And I kept thinking of my mom who used to save paper.

People in Vietnam and Thailand use green leaves to wrap sticky rice.

Everything is recycled. And mother Nature is truly respected in this animistic-turns-materialistic culture.

Eco-tourism should be factored in to balance out luxury tourism (high-culture French cuisine? Ou est Catharine Deneuvre?)

A blessing in disguise, Vietnam’s weakness (slow development) might be used as its strength (eco-tourism spin).

Besides, it could boast 5th place in the SEA happiness index (just like Costa Rica of the South America hemisphere).

http://www.nzherald.co.nz/travel/news/article.cfm?c_id=7&objectid=10650464

Recently discovered world’s largest cave has been a lure. These kinds of attraction can differentiate Vietnam from its neighboring Thailand and Cambodia. Or else, it’s a lonely planet for those “Me too” destinations Westerners can’t tell one from the other.

 

Internet intersects culture

In China,, teacher Ma was on trial for using the internet to recruit partner-swapping.

In Pakistan, they banned Facebook and then YouTube.

And in Iran, right after the election, they did not like Twitter.

Fast-pace technology collides slow-changing tradition.

As of this edit, Kenneth Cole (shoes-man) tweeted about “boots on the ground” as referring to to Syria’s dilemma.

No joking matter! But he did it on purpose to profit from planned controversy.

The gods must be crazy!

People feel invaded, and threatened (that life as they know it will forever be altered.)

Travelers kept saying that every time they are back to Beijing or Shanghai, they couldn’t find the same noodle shop.

It’s gone, and in its place, huge towers had been erected,in those spots.

If you looked at Miami in the old days, and Miami today, you couldn’t help but feeling the same.

Nobody seems to take full credit for the rise and roar of the internet .

Among the tech camp itself, mothers are eating their young.

Wiki displaced Britannica, Firefox took shares from IE.

Nokia got absorbed into the Office suites.

What we wear, eat and play might never be the same. They might not even be real (Samsung Swatch and Google Glass).

Back to teacher Ma. It’s not the internet. It’s his predisposition to activities that are shunned by most, with or without the internet.

Erecting urban towers, and putting some locks on the door doesn’t shut him

off from the larger Village of 1.5 billion or for that matter, 7 billion. Or let’s just for argument ‘s sakes, let Teacher Ma be the new Timothy Leary, then China will definitely need a lot of computing power for all those swapping and scheduling e.g. concubine.com recommends this xxx-pound lady, to schedule a meet at a local KFC, click here.

It’s exhaustive for them just to find one another in the big city (which noodle shop to meet at) to begin with. It’s open source on the internet, but still very much a closed society on the ground. Remember, Moore’s law only applies to chip processing speed, not to collective culture like in China, Pakistan, and Iran.

People there are still very much defined by a web of relationships i.e. son of so and so, daughter-in-law of Mr X etc… Change should start slow, let’s say to introduce Square Dancing, which allows for some partner swapping and swinging, then move on to Halloween Costume Ball . Then maybe, Farewell my concubines or Raise the Red Lantern, part II. Finally, comes consumer spending then Credit swapping, and Partner swapping (Ponzi).  The best case for Teacher Ma is to share a bunk bed with other inmates whose only wish is to someday have internet access.

 

Our dichotomy

Abundance or shortage? Keynes or Milton Friedman? The quants rule? Human beings are selfish or empathic? what is the optimal point for happiness?

Louisiana, one of the poorest states in the Union, yet ranked the Happiest. New York City crime rates are at the lowest in decades.

South Korea, always at war, yet always connected.

And forget what you think you know about China i.e. traditional, passive-aggressive (all these may still be true with interior China). At least, their nouveaux riche haven’t behaved as counterparts in the US (Vegas limo and strip club): they bought Lenovo and Hummers.

Since the New Year, we heard that celebrities have been arrested almost every other week (Denver, West Virginia).

Fear of success.

And then, the real 17+% unemployed in the US, fear of failure? Sedated and in need of Shock treatments.

The age of adjusted expectations. Self-correcting amidst progress and plenty.

Fast toaster (Subway). Bullet train. Slow bureaucracy.

One advertising slogan “I hate to wait” came to mind.

Cultures and companies proceed at different speeds.

Search and rescue teams are now leaving Haiti. Their time and mission has come to an end.

Mid-term relief organizations now take ober. Then long-term sustained development NGOs will stay the course

piling on top of the 10,000 counterparts who had already been there before the quake.

News organizations such as CNN and CBS have stepped up to the plate, proving themselves worthy of our attention.

But then, where were they during the Iranian post-election showdown? Twitter ruled back then and there.

So we go back to our dichotomy of Command/control vs consumer/citizenry movement, Keynesian vs Milton, and

whether human nature are empathic or dog-eat-dog ? The Net is neutral. It blinks and waits for our clicks.

No wonder teens are into Vampires, a state of not living, yet not vanishing. Perfect commentary about our current state of ambivalence.

Poor surviving but wounded Haitians! I could not finish the evening news yesterday. Maybe we are empathic creatures after all.

 

Soft and sizzled

Mind you, this is not a new Panda Express dish.

Just China exercises its soft power, by sending S&R responders to Haiti (Western Hemisphere, many time zones away from the Great Kingdom).

Why China?

China has explored Space, Chips, and automobiles (not to mention its recent Bullet train, which should keep the Japanese on their toes).  It hosted the Beijing Olympics and Shanghai Index has outperformed the London Exchange.

While haggling with Google, it needs to act like a Super Power that it will become by sending relief S&R team. After all, it got its own quake last year. Those who have suffered can empathize.

Unlike opportunists who would spit out ill-thought-out remarks (like Quick text messages already stored on cell phones) when the first opportunity presents itself (Pat Robertson).

http://www.cbsnews.com/blogs/2010/01/14/politics/politicalhotsheet/entry6096806.shtml

We happened to live near earthquake zone (San Fernando Valley). Did this mean we made a pact with the Devil?

(He probably said “yes”, because San Fernando Valley is home to Porn Capital).

Anyhow, back to China.

The speed and ease of Mobile Giving help galvanize relief efforts more quickly.

China landed in Haiti before France, its former Colonial Boss.

Venezuela and USA both pledged help.

Are we inter-connected or what!

BTW,  ARPANET’s original conception was for communication emergency should there were a nuclear disaster. So it’s only fitting that Twitter and Facebook come out ahead in mobilizing the international community for Haiti. After all, images speak louder than words. Rifkin in his latest “the Empathic Civilization” speaks of technology which enables greater empathy, yet at the same time, consumes so much energy that there is a tension between entropy and empathy (technology vs compassion fatigue?)

As you read these lines, the earth beneath you could be shaking, anytime.

That’s how vulnerable and fragile our lives are. (It happened to me when I lived in Orange County).

So China, along with other nations, should exercise their soft powers: winning hearts and minds before seeking political and economic dominance. Mind shares before market shares.

Corporations got this. They have been present at every Bowl game, every disaster zone and county fair, building goodwill, practicing brand advocacy, which ultimately strengthen brand equity.

China has won some points today by sending men and materials to Haiti, Chinese deserved a medal for showing up.

Soft Power Express! A quick dish and good chow. Soft and sizzled.

Decoding America

It’s a grand title. But the intention is put up some guide posts to mark the new (Lonely) American trail

Or else, new comers to America, reading Orientation web sites only, would end up like the Oregon couple who trusted solely on GPS readout, without consulting paper maps.

http://news.yahoo.com/s/ap/20100102/ap_on_hi_te/us_stranded_motorists

We learn and continue to refine our learning by decoding the multiple stimuli and messages thrown at us.

America is turning into a giant swap meet, and price doesn’t matter much. It’s our time, attention and labor.

If I were to advise incoming students, from China, India or Vietnam, I would point out that:

– In America, neighbors while living close by, are really far from you (proximity has nothing to do with social grouping)

Inter-racial relations have improved a bit, but precisely in the cities, where one finds a higher concentration of people from various ethnic origins, that a higher rule takes over: survival in the urban jungle.

(Vietnamese students abroad, like in Russia, and recently America, should be vigilant about their own safety).

– clothing has been defining people since the beginning of time. Now, more than ever with cheaper imports (I spent more money on suits/ties but wore them the least. Invest on your informal clothing, which got more wear per dollar spent : 80/20 rule).

– when they start addressing you by your last name, watch out for the pitch. Not all sales pitches are bad. Just bad salesmen.

– American love their gadgets: it started out with horseshoes, guns and knives. Now everyone’s garage is like a pawn shop.

– People are always searching for another Gold Rush. But it’s those who sell picks and shovels who end up reaping the windfall.

Buffet is investing in railroad again, because of the high price of oil. Tools=treasures.

– Company’s parties are controlled environment. So are all parties, including the ones in your house. Neighbors love to dial 911.

– Cooking is not cool. Cleaning is.(German influence: efficiency. Cleanliness is next to godliness). Huge grills, small hamburgers and hot dogs. (once again, tool rules).  No place to buy your meals on New Year Day or Christmas Day. Be prepared.

– Respect your prospect’s time by being over-prepared. Remember the tip of the iceberg: every day is presentation day. And this means controlling your weight, your appearance, your speech and your up-to-date knowledge.  America has been and will always be a Revolution-in-origin, Evolution-in-progress Nation, where the best of everyone is expected. It’s a society with built-in obsolescence. Today’s best invention is tomorrow’s laughing-stock (Boom Box, VHS, IBM, MS, Kodak).

– Nobody seems to take anything personally. They can disagree all night and then achieve consensus in the morning. Unlike other countries (Korea or Italy) where disagreement led to violence in the legislative chamber. (J Kerry is now Head of State).

– And finally, America values your contribution: the President said he opened to all ideas, big or small, to help create jobs. Hope he doesn’t drop the ball, just because of one Nigerian brat trying to put something in his underwear in flight. American leaders are so secure that they are willing to have those “teachable moments”. They know that pride (know-it-all) comes before the fall.

Good luck with your visa application to come to the US to study. Your future is bright, because you don’t get in your own way. So will everyone else, who is busy with their social network, and backyard grills. Remember, virtual neighbors are the best. They can’t knock on your door and borrow some tools, albeit you only use it occasionally (80/20 rule).

Forced realities

“the Network Effect of Nations”.

Brazil, the “B” in BRIC, is on course to be number 5 by 2014 according to the Economist.

http://www.economist.com/displayStory.cfm?story_id=14845197&source=most_commented

So, it’s not just the International Olympic Committee which noticed Brazil Rising. Nor is it seen only as the  corn basket of the world (When I hear Brazil, immediately popped to mind is “energy”, long before the Ethanol craze). In fact, Brazil doesn’t rely solely on energy exports as Russia or Venezuela. It also caters to tourism, commercialism and world-class sports (in 2016).

With EU and Emerging economies out of the Recession, we will see Network Effect mesh of G-20 : more multi-lateral trading, traveling and telephoning.

One example. What does Banco De Chile have to do with Vietnam? Yet, it has a presence there, and tries to secure markets for its agricultural products (as if Vietnam were not agrarian enough). Nations crisscross exponentially.

The US Navy Commander is visiting his relatives (see Gatsby in China Beach).  President Carter is coming to build

houses  for the Mekong poor (Habitat for Humanity, an organization I support). And French Prime Minister is touring Hue (probably putting 2 and 2 together: Colonial past and Commercial present). And Meet Vietnam will feature Vietnam Minister of Education in San Francisco. And let’s not forget Obama visiting China, where his half-brother was launching a book, having stayed there and married local for quite some time. The Network Effect of Nations!

Technology and people are always ahead of the political process. Deng was seen wearing a cowboy hat when visiting Texas in the late 70’s ( He just reciprocated Nixon’s trip to China where 3000-course meal had been served) . “To get rich is glorious” . Subsequently, we heard similar echo on Wall Street in the 80’s: “Greed is good” .

Information flow used to go from North to South. Now, the global picture has completely changed.

No longer do we see a bi-polar world. And while changes are taking place on the global stage,  “groundswell” is detected online (kids joined in to play games, but pretty soon, will be glancing at headline news, and shopping for “early Black Friday” deals on peer’s recommendation. No wonder Dell cannot sit still, waiting to take “just-in-time” orders.

After all the shopping at the urging of President Bush right after 9/11, Americans are now penny-pinching.  So, it’s President Obama’s turn to give the same speech, this time, to the Chinese, with a BTW,  try our Made-in-USA stuff (SPAM?).

It’s tough to be a Recommender-In-Chief . Even the Vatican can’t seem to get a handle on the new Social media that seem to grow their flocks much faster than Christendom’s. So the Pope invites in the paupers, out of the dorm to the Dome for a  (face-2-face) chat. Where do you click? You mean one doesn’t have to sit down in front of a monitor? Mobile Apps?

At the Olympic in Rio, with a Smart phone, you won’t miss a single soccer score . Are you game? One will never know where the putt is going to be . And it makes the journey all the more exciting. Stay “eyes wide opened” for forced realities. The future doesn’t sleep: it is on steroid. No wonder Emerging economies, especially Brazil, seem to get out from under much more quickly than the rest. Fareed Zakarai coins this “the rise of the rest” in Post American World. He certainly has Brazil in mind.

Smart brand

Given everything that has been going on, recent news that Ford turned the corner on North American market was quite remarkable.

Ford, as American as Coca Cola and apple pie, has done a number of things right:

– it cross-pollinated ideas and markets (Smart in US vs Fiesta in Europe)

– it stuck out while competitors rightfully took the easy way out of bankruptcy (early on, it was the first auto manufacturer to pay high wages for its assembly workers)

– it believed in the intrinsic value of its brand and the resilient consumer market (not without government incentives).

That’s said. Three cheers for Ford, because it’s been a tough fight (Michigan unemployment is at 15%).

The tougher it built its F-series trucks, the longer it takes for people to return to the showroom.

Inadvertently, it creates its own self-victimizing cycle (especially if its customers are not into the latest and greatest).

No more planned obsolescence. Not in this globally connected environment, where a Tata is sold for less than $3000.

Or a Hyundai carries a 100,000 miles warranty.

Yet, somehow, the flag is still flown high at Ford, if not in Detroit, than else where around the world, where people can’t wait to own a Ford (symbol of American prowess). Perhaps the best way to experience this is when you are an expat,

living in China or Vietnam, and can’t wait to get inside of an A/C building, or be driven in a Ford when it’s pouring out.

These days, Made- in- the- USA is hard to find, but Made-in-somewhere-else  quite ubiquitous.

I still remember the feel, popping up sound, and sizzling taste of my Coca Cola in Subic Bay (my first sales reward). There has not been anything quite like it. (Chicago has been known to copy CocaCola font for its CD). Incidentally, CNBC will broadcast a series of report on Coca Cola the brand.

Perhaps the eye-catching sight of Ford’s Smart will slowly erase the negative imprints of those rolled-over Explorers ( its tires controversy).

Last week I believe once again in the power of brand: its consistency which  assures consumers in uncertain time. Forward enough so we don’t feel left behind, yet (emotionally) connected so we can find our anchor. When faced with an array of choices,  one tends to cling onto “the security blanket”: the nearest rock in the stream, an immediately recognized face at Chamber mixers. In social connection, trust is our personal brand. No wonder Ford chose a Ford’s descendant to be its spoke person, to show continuity which began with the Model T. It’s been a smart move that paid off.

 

It’s a good IKEA

A billion+  prospects. Wow!

http://www.latimes.com/business/la-fi-china-ikea25-2009aug25,0,3900096,full.story

IKEA in China. More  a  theme park then a show room.

They try, they buy.

Today it’s the A/C and ambience.

Tomorrow, it will be CHIKEA everywhere (not only the font, but spelling change as well!).

One thing China does well is to mass-produce these household items on the scale hard to compete with.

But IKEA will keep reinventing itself, tossing in a satin pillow here and a straw basket there to create the right look and feel for the place. After all the construction “bad” loans comes interior decoration.

China, a hyper power of consumerism. The force of the unleashing wallet.

By 2020, we can expect a new generation of male child, mostly over fed and under exercised (due to the proliferation of automobiles and computer gaming) all want to start their own Alibaba or Baidu.

IKEA would then have to move up the value chain to accommodate Hummer drivers and Lenovo users (or suffer the fate of Sears, whose catalogue was first, just as IKEA’s now the most printed).

It made so much sense to see the Chinese bid for Unoco 76 gas and once failed, they hit the Safari trail in search for oil.

Young overseas Chinese workers will come home with a wealth of knowledge, having been exposed to the latest and greatest from abroad. While at home, their counterparts are still seen napping at the IKEA’s A/C theme parks.

Either the world is coming to China, or China will go out to the world. The Olympic is just a start. Central Casting is on a

look out for a new bad guy to play the role of   X as  “made in X” .

Back in the late 70’s, we used to laugh at “made in Japan” automobiles (remember the Datsun?)

I vote for the Made-in-China solar panels though.

They are quick to smell money-making opportunities. Either that or they will have to ship their workers overseas, as they did with trucks and cars during the pre-Olympic months to “clear out” the smog in Beijing.

Necessity is the Mother of Invention. Solar panel, at this time, is a good IKEA.