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Morning Bamboo Insight: 07/07/2014

Morning Bamboo Insight: 07/07/2014

Macro

1. The illusion of ‘low-risk’ government bonds

http://www.ft.com/intl/cms/s/0/650e1914-0362-11e4-817f-00144feab7de.html#axzz36YnvLwtv

2. Lords to grill accountancy watchdog on ‘going concern’ rules

http://www.ft.com/intl/cms/s/0/ba2edcb2-0399-11e4-817f-00144feab7de.html#axzz36YnvLwtv

3. Fed must not linger too long on QE exit; The end of easy money will hit bond markets hard if not timed right

http://www.ft.com/cms/s/0/abaedfd4-02bd-11e4-8c28-00144feab7de.html#axzz36ZAEXS6J

4. Win or Lose, It’s Where the Game Is Played That Matters in Britain; From sports to commerce, Britain embraces “Wimbledonization,” the idea that no matter the outcome, it is much better to have all the players on its home turf

http://dealbook.nytimes.com/2014/07/04/win-or-lose-its-where-the-game-is-played-that-matters-in-britain/?ref=business

5. Paying Employees to Stay, Not to Go; Restaurants like Shake Shack and Boloco that offer their employees above-average pay say they have lower turnover and better customer service

http://www.nytimes.com/2014/07/05/business/economy/boloco-and-shake-shack-offer-above-average-pay.html?ref=economy

Asia Pacific

1. (Korea/Taiwan) – South Korea’s FTA push threatens Taiwan’s global market

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140704000073&cid=1701

2. (Korea) – Mid-to-large-size newly built apartments in the Seoul metropolitan area are being sold at a steep discount after sitting idle for a long time

http://news.mk.co.kr/english/newsRead.php?sc=30800016&cm=Finance&year=2014&no=958887&selFlag=sc&relatedcode=&wonNo=&sID=308

3. (Japan) – The world’s largest vegetable factory to make use of LED has been built in one of the cities damaged by the 2011 Great East Japan Earthquake and tsunami

http://www.japantimes.co.jp/news/2014/07/03/business/corporate-business/largest-led-veggie-factory-built-quake-hit-city/#.U7Z0GPmSxqU

4. (Taiwan/Tech) – Taiwanese company amazes world with dynamic flight theater

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1204&MainCatID=12&id=20140629000101

5. (Taiwan) – New tax reforms in Taiwan target income from property sales

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1201&MainCatID=12&id=20140703000090

6. (Spore) – Singaporeans air views on PM at Speakers’ Corner

http://www.ft.com/intl/cms/s/0/458c0ee8-032b-11e4-81b1-00144feab7de.html#axzz36YnvLwtv

7. (Isia) – On Election’s Eve, Indonesia Economy Faces Crossroads; As Boom Times End, Next President Faces Choice on How to Change Gears, Avoid Resource ‘Trap’

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

http://online.wsj.com/articles/indonesia-presidential-candidates-trade-barbs-in-final-debate-1404591162?mod=wsj_india_main

http://online.wsj.com/articles/two-men-battle-for-indonesia-1404558677

8. (Isia) – Indonesia Risks Suharto-Era Return as Prabowo Rises

http://www.thejakartaglobe.com/news/indonesia-risks-suharto-era-rerun-prabowo-rises/

Life

1. The Secret of Effective Motivation: Encourage people to do something for its own sake, not for its benefits

http://www.nytimes.com/2014/07/06/opinion/sunday/the-secret-of-effective-motivation.html?ref=opinion

2. How to Redraw the World Map; What parts of the world should rethink their maps? Why and how?

http://www.nytimes.com/roomfordebate/2014/07/03/where-do-borders-need-to-be-redrawn?ref=opinion

3. This May Be The Biggest Problem With America’s ‘Common Core’ Education Standards

http://www.businessinsider.sg/heres-the-biggest-problem-with-common-core-2014-7/#.U7eJ_fmSxqU

4. Inspiring Quotes On Life, Liberty, And The Pursuit Of Happiness From Every US President

http://www.businessinsider.sg/best-inspirational-quotes-from-us-presidents-2014-7/#.U7eKlvmSxqU

5. Honesty a rare commodity

http://www.thestar.com.my/Opinion/Columnists/Sunday-Starters/Profile/Articles/2014/07/06/Honesty-a-rare-commodity/

TMT

1. VMware Declares That Windows Reign ‘Is Coming To An End’ . And The Mac Is Taking Over

http://www.businessinsider.sg/vmware-windows-is-coming-to-an-end-2014-7/#.U7eKFfmSxqU

2. Israeli High Tech Gets Aggressive

http://techcrunch.com/2014/07/05/israeli-high-tech-gets-aggressive/

3. Zuora’s Journey To Managing The Subscription Economy

 

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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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