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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
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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