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Evening Bamboo Insight: 09/07/2014

Evening Bamboo Insight: 09/07/2014

Macro

1. Let’s unleash the economic might of Britain’s regions; Every part of this country is building a strategy for growth

http://www.telegraph.co.uk/finance/newsbysector/industry/10948094/Lets-unleash-the-economic-might-of-Britains-regions.html

2. Three’s a crowd: The instability that stems from trilemmas

http://www.economist.com/news/finance-and-economics/21606328-instability-stems-trilemmas-threes-crowd

3. The global monetary system: Not floating, but flailing; After 150 years of monetary experimentation, the world remains unsure how to organise global finance

http://www.economist.com/news/finance-and-economics/21606322-after-150-years-monetary-experimentation-world-remains-unsure-how

4. Bulgarian banks: Digital rumours; What caused the run on two of Bulgaria’s largest banks?

http://www.economist.com/news/finance-and-economics/21606323-what-caused-run-two-bulgarias-largest-banks-digital-rumours

5. The Luis Suárez of international finance: Argentina’s debt stand-off reflects a teenage attitude that rules are there to be broken

http://www.economist.com/news/americas/21606268-argentinas-debt-stand-reflects-teenage-attitude-rules-are-there-be-broken-luis

6. Mexico’s reforms: Foreigners enthuse over Enrique Peña Nieto’s reforms. Mexicans are warier

http://www.economist.com/news/americas/21606269-foreigners-enthuse-over-enrique-pe-nietos-reforms-mexicans-are-warier-power-and

7. The struggle to avoid divorce between Britain and the European Union

http://www.economist.com/news/europe/21606282-struggle-avoid-divorce-between-britain-and-european-union-loosening-union

8. The Bretton Woods agreements: The 70-year itch; Both the West and China are neglecting the institutions that help keep the world economy upright

http://www.economist.com/news/leaders/21606280-both-west-and-china-are-neglecting-institutions-help-keep-world-economy

Asia Pacific

1. (Isia) – In Closing Debate, Joko Promises Bureaucratic ‘Breakthrough’, While Prabowo Strives for ‘A Dignified Nation’; Confident Joko Shows True Colors in Final Presidential Debate

http://www.thejakartaglobe.com/news/closing-debate-joko-promises-bureaucratic-breakthrough-prabowo-strives-dignified-nation/

http://www.thejakartaglobe.com/news/confident-joko-shows-true-colors-final-presidential-debate/

http://www.thejakartaglobe.com/news/exploring-candidates-plans-economy/

http://www.thejakartaglobe.com/news/kalla-hatta-question-good-one-misguided/

2. (China) – Investment craze for China’s Dairy Farms

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140705000079&cid=1202

3. (China) – Su Zhijun, grandson of PLA general Su Yu

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140702000013&cid=1601

4. (China) – State-owned Chinese food processing companies are suspected of raking in massive profits from importing genetically modified corn from the United States

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140705000114&cid=1102

5. (Taiwan) – Taiwan’s foreign exchange reserves hit a new high of US$423.5 billion by the end of June

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140705000102&cid=1203

6. (Korea/Tech) – S Korea to break away from Windows by 2020

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1201&MainCatID=12&id=20140705000115

7. When Teflon wears off: The economy cannot shrug off Thailand’s political problems

http://www.economist.com/news/finance-and-economics/21606327-economy-cannot-shrug-thailands-political-problems-when-teflon-wears

8. Waiting for the Modi mojo: In its first budget, the government must fix public finances and offer reforms

http://www.economist.com/news/asia/21606337-its-first-budget-government-must-fix-public-finances-and-offer-reforms-waiting-modi

9. (Isia) – Indonesia’s presidential election: Competing visions; A political naif represents a more hopeful future for Indonesia than a Suharto-era soldier

http://www.economist.com/news/leaders/21606285-political-naif-represents-more-hopeful-future-indonesia-suharto-era

Life

1. This Fourth Of July, Stop To Thank Chinese Alchemists

http://www.forbes.com/sites/alexknapp/2014/07/04/this-fourth-of-july-stop-to-thank-chinese-alchemists/print/

2. Citizen Bezos

http://www.nybooks.com/articles/archives/2014/jul/10/citizen-bezos-amazon/

3. Lessons Sports Direct investors could learn from the plight of Morrisons; Sir Ken Morrison and Mike Ashley of Sports Direct have a lot in common, including their attitude to corporate governance. And look at what happened to Morrisons

http://www.theguardian.com/business/2014/jul/06/sports-direct-lesson-morrisons

4. How Poundland’s Jim McCarthy helped changed the rag tag image of pound shops; The Poundland chief executive has transformed the business, but it was family illness that first brought him to the retailer

http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/10948040/How-Poundlands-Jim-McCarthy-helped-changed-the-rag-tag-image-of-pound-shops.html

5. Donors Give More When They Have a Sense of Belonging

http://www.nytimes.com/2014/07/06/upshot/donors-give-more-when-they-have-a-sense-of-belonging.html?ref=business&_r=0

6. At Zingerman’s, Pastrami and Partnership to Go; From its beginnings in Ann Arbor, Mich., a deli has grown into a circle of businesses, all celebrating employee involvement

http://www.nytimes.com/2014/07/06/business/at-zingermans-pastrami-and-partnership-to-go.html?ref=business

7. Many Founding Fathers Were Shockingly Young When The Declaration Of Independence Was Signed In 1776

http://www.businessinsider.sg/age-of-founding-fathers-on-july-4-1776-2014-7/#.U7iw0vmSxqU

8. Textbook cases, Chapter 10; In which democracies join in East Asia’s history wars

http://www.economist.com/news/asia/21606332-which-democracies-join-east-asias-history-wars-textbook-cases-chapter-10

9. German schools: The Gymnasium revolt; Parents fret over how long children should stay in school

http://www.economist.com/news/europe/21606298-parents-fret-over-how-long-children-should-stay-school-gymnasium-revolt

TMT

1. (Korea/Tech) – S Korea to break away from Windows by 2020

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1201&MainCatID=12&id=20140705000115

2. Free Video Games Say Pay Up or Wait, Testing Players’ Patience; Free-to-download mobile games have become a lucrative business, but aggressive appeals for in-app purchases are turning off some players

http://www.nytimes.com/2014/07/06/technology/free-video-games-say-pay-up-or-wait-testing-players-patience.html?ref=business

3. Emerging TV Markets Are Going To Crush European TV Markets

http://www.businessinsider.sg/emerging-tv-markets-beau-european-tv-markets-2014-7/

4. The World’s Languages Have A Significant Bias Towards Happiness

http://www.businessinsider.sg/word-happiness-study-2014-6/#.U7iw5fmSxqU

5. Tethered by history: The failures of the Arab spring were a long time in the making

http://www.economist.com/news/briefing/21606286-failures-arab-spring-were-long-time-making-tethered-history

Consumer

1. Sports Direct: How Britain’s biggest sports retailer flourished during the recession

http://www.economist.com/news/britain/21606299-how-britains-biggest-sports-retailer-flourished-during-recession-game-set-match

 

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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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