Advertisements

Morning Bamboo Insight – 04/07/2014

Morning Bamboo Insight – 04/07/2014

Macro

1. The state as shareholder: Raison d’état; Other countries are selling off state-owned industries but France is trading up

http://www.economist.com/news/business/21605921-other-countries-are-selling-state-owned-industries-france-trading-up-raison-d-tat

2. More governance effort needed for group’s units

http://www.businesstimes.com.sg/premium/top-stories/more-governance-effort-needed-groups-units-20140703

3. The Failure of Macroeconomics; When models don’t yield the spending policies they want, some Keynesians abandon models-but not the spending

http://online.wsj.com/articles/john-cochrane-new-keynesian-macroeconomic-models-dont-support-more-stimulus-spending-1404342631?mod=Opinion_newsreel_2

4. Making Money With the Fed: Don’t Get Mad, Get Even

http://online.wsj.com/articles/heard-on-the-street-making-money-with-the-fed-dont-get-mad-get-even-1404330574

Asia Pacific

1. (Korea) – Campaign against ‘Gwanfia’ hits snag; President Park Geun-hye is showing firm resolve to root out the “Gwanfia,” or the practice of former high ranking officials taking top posts in the private sector

http://www.koreatimes.co.kr/www/news/biz/2014/07/488_160268.html

2. (Japan) – Japan’s brewers quench summer thirst with canned cocktails as beer sales slide

http://www.reuters.com/article/2014/07/02/us-japan-brewers-idUSKBN0F72FS20140702

3. (Indonesia) – What will Jokowi do?

http://country.eiu.com/article.aspx?articleid=331961817&Country=Indonesia&topic=Politics

4. (Indonesia) – Indonesia at Economic Crossroads; As Boom Times End, Next President Faces Choice for How to Change Gears, Avoid Resource ‘Trap’

http://online.wsj.com/articles/indonesia-at-economic-crossroads-1404373683

5. (China) – What do you do with millions of extra graduates? Rising joblessness among new university graduates in China and India is creating an army of educated unemployed that some fear could destabilise these huge economies

http://www.bbc.com/news/business-28062071?print=true

6. (China) – Foreign Banks See Exposure to China Port Qingdao Fraud Topping $500 Million

http://online.wsj.com/articles/foreign-banks-see-exposure-to-china-port-qingdao-topping-500-million-1404387558?tesla=y&mod=WSJASIA_hpp_sections_china&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702304628604580006663038073570.html?mod=WSJASIA_hpp_sections_china

Life

1. Fraudsters in Demand as Speakers Amid White-Collar Crackdown

http://blogs.wsj.com/riskandcompliance/2014/07/02/fraudsters-in-demand-as-speakers-amid-white-collar-crackdown/

2. Hit me baby one more time: Napster’s founders demonstrate the challenges of entrepreneurial second acts

http://www.economist.com/news/business/21605917-napsters-founders-demonstrate-challenges-entrepreneurial-second-acts-hit-me-baby-one-more

3. Why the first world war wasn’t really; And how George Washington started the first world war

http://www.economist.com/blogs/economist-explains/2014/07/economist-explains

4. Disruptive innovation: Negative externalities

http://www.economist.com/blogs/democracyinamerica/2014/07/disruptive-innovation

TMT

1. Why More Start-Ups Are Sharing Ideas Without Legal Protection

http://www.nytimes.com/2014/07/03/business/smallbusiness/why-more-start-ups-are-sharing-ideas-without-getting-legal-protection.html?emc=edit_dlbkam_20140703&nl=business&nlid=36114517&ref=business&_r=0

2. At Google, there is no manual

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991498

3. GE’s First Quirky Device Isn’t Very Quirky; GE’Industrial Giant Says It’s Working With Crowdsourcing Startup to ‘Reinvent’ Appliances-But Not Leaving Much to Chance

http://online.wsj.com/articles/ges-first-quirky-device-isnt-very-quirky-1404323143

 

Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: