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Evening Bamboo Insight: 03/07/2014

Evening Bamboo Insight: 03/07/2014

Macro

1. The New Casinos – Emerging Markets

http://www.thejakartaglobe.com/opinion/new-casinos-emerging-markets/

2. Obama Worst President Since World War II, More Say US Would Be Better Under Romney, Latest Poll Finds

http://www.zerohedge.com/news/2014-07-02/obama-worst-president-world-war-ii-more-say-us-would-be-better-under-romney-latest-p

3. World’s ATM Moves to Frankfurt as Yellen’s Fed Slows Cash

http://www.bloomberg.com/news/print/2014-07-02/world-s-atm-moves-to-frankfurt-as-yellen-s-fed-slows-cash.html

4. Something about contemporary art echoes pyramid schemes, writes Godfrey Barker

http://www.ft.com/intl/cms/s/0/ddfb22e6-0109-11e4-a938-00144feab7de.html#axzz36KOyVeBt

5. Macau overtakes Switzerland in income tables; Buoyant gambling pushes per-capita GDP past $91,000

http://www.ft.com/intl/cms/s/0/df9039ec-01aa-11e4-bb71-00144feab7de.html#axzz36KOyVeBt

Asia Pacific

1. Xu downfall is big step in Xi’s army reforms

http://www.ft.com/cms/s/0/1aa2f8e2-0103-11e4-b94d-00144feab7de.html#axzz36K0wL15M

2. Chinese Families Pay $16,000 for Kids to Pass Army Entrance Exam

http://www.bloomberg.com/news/print/2014-07-01/chinese-families-pay-16-000-for-kids-to-pass-army-entrance-exam.html

3. Chinese bank sues local govt property firm in rare public spat

http://www.reuters.com/article/2014/07/02/china-debt-idUSL4N0PD15R20140702

4. Rich Asians buy into upwardly mobile Manila’s luxury condominiums

http://www.reuters.com/article/2014/07/01/us-philippines-property-idUSKBN0F65GW20140701

5. Chinese developers muscle in on Hong Kong as mainland market slows

http://www.reuters.com/article/2014/07/01/us-hongkong-property-idUSKBN0F65HT20140701

6. South Korea Issues Rare Warning on Currency Surge

http://online.wsj.com/articles/south-korea-issues-rare-warning-on-currency-surge-1404296475?mod=WSJ_Markets_LatestHeadlines

7. Beijing crackdown on insider trading ‘rats’ sparks industry exodus

http://www.reuters.com/article/2014/06/30/us-markets-chinastocks-idUSKBN0F52JK20140630

8. China trust firm warns of possible default on wealth management product

http://uk.reuters.com/article/2014/07/01/china-trust-default-idUKL4N0P81DX20140701

9. Investment banks jockey for US$100mil Samsung restructuring bonanza

http://www.thestar.com.my/Business/Business-News/2014/07/02/Investment-banks-jockey-for-US$100mil-Samsung-restructuring-bonanza/

10. Many survivors of 1997 financial crisis in Thailand have returned to health

http://www.nationmultimedia.com/business/Many-survivors-of-1997-financial-crisis-have-retur-30237523.html

11. Indonesian students claimed the top spot at “Code for Resilience,” an international innovative competition held by the World Bank in

http://www.thejakartaglobe.com/news/indonesias-young-innovators-win-1st-prize-global-initiative

12. Would-Be Indonesian VPs Score an F for Education

http://www.thejakartaglobe.com/news/indonesian-vps-score-f-education

13. Did Las Vegas Just Become China’s Billionaire New Money-Laundering Mecca?

http://www.zerohedge.com/news/2014-07-02/did-las-vegas-just-become-chinas-billionaire-new-money-laundering-mecca

14. China oil explosion highlights pipeline perils as cities expand

http://www.ft.com/intl/cms/s/0/89c2e912-0108-11e4-b94d-00144feab7de.html#axzz36KQnAEVG

15. China rebalancing is a dangerous obsession

http://blogs.ft.com/beyond-brics/2014/07/02/guest-post-china-rebalancing-is-a-dangerous-obsession/

16. The Haier Model: Using Rural China as a Classroom for Overseas Growth

http://knowledge.wharton.upenn.edu/article/going-local-going-global/

17. Financial planners at the scandal-plagued Commonwealth Bank are still raking in lucrative commissions and fees for tipping their clients into $3.2 billion so-called ”zombie funds” that have been frozen for six years

http://www.smh.com.au/business/fees-still-flowing-to-cba-from-zombie-funds-20140702-3b8sy.html#ixzz36LvD2zoo

Life

1. How to win at work when you face defeat

http://www.ft.com/intl/cms/s/0/8a20b740-003b-11e4-8aaf-00144feab7de.html#axzz36KOyVeBt

2. Dallara Automobili: knowledge company; Racecar tech specialist shows importance of innovation at all times

http://www.ft.com/intl/cms/s/0/10bae7b2-fbbe-11e3-9a03-00144feab7de.html#axzz36KOyVeBt

3. The 12 Mathematicians Who Set The Stage For The Modern World

http://www.businessinsider.sg/12-classic-mathematicians-2014-7/#.U7Qx5vmSxqU

4. 7 Excellent Ways To Start A Presentation

http://www.businessinsider.sg/excellent-ways-to-start-a-presentation-2014-7/#.U7Qy0PmSxqU

5. Lessons From Cable Cowboy John Malone

http://www.simoleonsense.com/lessons-from-cable-cowboy-john-malone/

6. The Unpopularity of Patience

http://www.cleareyesinvesting.com/2014/06/the-unpopularity-of-patience.html

7. Why the U.S. Corporate World Became ‘A Bull Market for Corruption’

http://knowledge.wharton.upenn.edu/article/u-s-corporate-world-became-bull-market-corruption-bad-conduct/

8. Spy the Lie: Former CIA Officers Teach You How to Detect Deception

http://www.amazon.com/Spy-Lie-Former-Officers-Deception/dp/product-description/1250029627/ref=dp_proddesc_0/190-0596795-5877933?ie=UTF8&n=283155&s=books

TMT

1. Android Wear Review: Putting the Smartphone on Your Wrist; LG’s and Samsung’s First-Generation Android Wear Watches Feel Too Much Like Just That

http://online.wsj.com/articles/android-wear-review-putting-the-smartphone-on-your-wrist-1404238915?mod=Tech_newsreel_2

2. LG Chem Bets on Electric Vehicles in China

http://online.wsj.com/articles/lg-chem-bets-on-electric-vehicles-in-china-1404271244?mod=WSJ_LatestHeadlines

3. An Innovation Slowdown at the Tech Giants; Seen anything new and big lately from Cisco, Yahoo or even Twitter?

http://online.wsj.com/articles/an-innovation-slowdown-at-the-tech-giants-1404254249?mod=ST1

Healthcare

1. David Cameron calls for action to fight antibiotic resistance; New drugs needed to prevent ‘return to dark ages of medicine’

http://www.ft.com/intl/cms/s/0/12ccb18a-01bc-11e4-ab5b-00144feab7de.html

Consumer

1. Forget Dinner. It’s Always Snack Time in America; More Consumers Forgo Traditional Meals in Favor of Snacks Several Times a Day-Roiling the Food Industry

http://online.wsj.com/articles/forget-dinner-its-always-snack-time-1404240759

 

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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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