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Morning Bamboo Insight: 08/07/2014

Morning Bamboo Insight: 08/07/2014

Macro

1. The tragedy of the Arabs: A civilisation that used to lead the world is in ruins-and only the locals can rebuild it

http://www.economist.com/news/leaders/21606284-civilisation-used-lead-world-ruinsand-only-locals-can-rebuild-it

2. FT Investor roundtable: cautious outlook for second half of 2014

http://www.ft.com/intl/cms/s/0/96bb580e-02be-11e4-a68d-00144feab7de.html#axzz36hvsGfRM

3. Best Sites for Quants; Online resources like Quantopian and Quantpedia let you share ideas and sharpen you trading skills.

http://online.barrons.com/news/articles/SB50001424053111904544004579650501520151242

4. Central banks ending era of clear promises, return to ‘artful’ policy

http://www.reuters.com/article/2014/07/07/us-cenbank-communication-insight-idUSKBN0FC0AH20140707

5. Heathrow makes money out of misery; London’s main airport is abusing its dominant position

http://www.ft.com/intl/cms/s/0/32e6f4fe-038c-11e4-817f-00144feab7de.html#axzz36kjIuDSw

6. IEX Pricing Aims to Drain ‘Dark Pools’

http://online.wsj.com/articles/iex-pricing-aims-to-drain-dark-pools-1404687705

7. July 1914 crisis shows economic rebirth can be long and painful process; Without tackling underlying problems, the near collapse of the global economy can breed conditions for the next disaster

http://www.theguardian.com/business/economics-blog/2014/jul/06/july-1914-crisis-economic-rebirth-lessons-global-economy

8. Israel’s conglomerates: Prosecutors and lawmakers get to grips with unpopular “tycoons”

http://www.economist.com/news/business/21606278-prosecutors-and-lawmakers-get-grips-unpopular-tycoons-dankners-dock

9. Superfoods or superfrauds? Scientists are unimpressed

http://www.theage.com.au/technology/sci-tech/superfoods-or-superfrauds-scientists-are-unimpressed-20140704-zsv87.html.html

10. UK body seeks to improve standards in company culture; internal auditors need to go beyond a focus on controls and to undertake a “root-cause” analysis to identify cultural weaknesses in their company

http://www.thestar.com.my/Business/Business-News/2014/07/07/UK-body-seeks-to-improve-standards-in-company-culture/

Asia Pacific

1. (Isia) – Prabowo at loss, Jokowi in command; As rumors of Prabowo reunion with ex-wife and Soeharto’s daughter swirl, Jokowi rocks stadium

http://news.asiaone.com/print/news/asia/prabowo-loss-jokowi-command

http://news.asiaone.com/print/news/asia/rumors-prabowo-reunion-swirl-jokowi-rocks-stadium

2. (China/Tech) – How IBM is using big data to fix Beijing’s pollution crisis

http://qz.com/230689/how-ibm-is-using-big-data-to-fix-beijings-pollution-crisis/

3. (China) – China’s steel plants grapple with excess inventory, debt

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140706000074&cid=1205

4. (China) – Tesla gears get the wrench in risky China market; China mulling open gate for new electric car industry investors

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140706000051&cid=1502

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140706000064&cid=1201

5. (China) – China’s underground e-waste processing outmatches legal plants

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140706000092&cid=1202

6. (China) – Property developers in China suffer disruption of funding

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140706000001&cid=1203

7. (Korea/Healthcare) – Drugmakers warn on South Korea pricing policy

http://www.ft.com/intl/cms/s/0/6e310e46-0288-11e4-91ac-00144feab7de.html

8. Johor to tax developers for sea reclamation

http://www.todayonline.com/print/657016

9. (Msia) – Bigger, stronger community of entrepreneurs key for M’sia to become developed country

http://www.thestar.com.my/Business/Business-News/2014/07/07/Bigger-stronger-community-of-entrepreneurs-is-key/

10. (Isia) – Indonesia’s tight, dirty presidential race may be decided in West Java

http://www.thestar.com.my/Business/Business-News/2014/07/07/Indonesias-tight-dirty-presidential-race-may-be-decided-in-West-Java/

11. (Isia) – Behind Prabowo’s campaign to become Indonesia’s president, a questionable crew

http://uk.reuters.com/article/2014/07/06/uk-indonesia-election-prabowo-idUKKBN0FB03I20140706

12. (Spore) – Time for a stewardship code for Singapore; It is a useful instrument to help build a critical mass of institutional shareholders as responsible members of the corporate governance ecosystem

http://www.businesstimes.com.sg/premium/companies/others/time-stewardship-code-singapore-20140707

13. (Philippines) – The diversification, which dipped San Miguel’s hand into toll ways, petrochemicals and airline businesses, bolstered the company’s equity value 10 times to $30 billion from $3 billion seven years ago.

http://online.wsj.com/articles/san-miguel-looks-to-buy-regional-company-1404471785

14. (Msia) – Malaysia eyes first rate hike in 3 years as consumer debt risk grows

http://news.asiaone.com/print/news/malaysia/malaysia-eyes-first-rate-hike-3-years-consumer-debt-risk-grows

15. (HK) – Hong Kong Law Under Threat; Arrests show the danger to independent police and judiciary.

http://online.wsj.com/articles/hong-kong-law-under-threat-1404663381?mod=WSJ_LatestHeadlines

16. (HK/China) – Mainland tourists less willing to spend in HK

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140707000003&cid=1202

17. (HK/China) – Beijing is threatening the future of its golden goose; If troops go to deal with Hong Kong protests it could get out of control, says Jonathan Fenby

http://www.ft.com/intl/cms/s/0/0e599abc-04f7-11e4-9ebc-00144feab7de.html

18. (Japan) – In Japan, Idled Electronics Factories Find New Life in Farming; “Plants don’t complain. They’re so obedient and good.”

http://online.wsj.com/articles/in-japan-idled-electronics-factories-find-new-life-in-farming-1404700202?mod=WSJ_hpp_sections_business

Life

1. Tibetan genetics: The secret of Tibetans’ success lies with ancestors who were not quite human

http://www.economist.com/news/science-and-technology/21606257-secret-tibetans-success-lies-ancestors-who-were-not-quite-human-life

2. Genetics and music: Practice may not make perfect; Musical ability is in the DNA

http://www.economist.com/news/science-and-technology/21606259-musical-ability-dna-practice-may-not-make-perfect

3. Inside Forbes: Investment Guide 2014 – Top 20 All Time Gurus

http://www.valuewalk.com/2014/07/investment-guide-2014-gurus  

4. The Science of Mental Time Travel: Memory and How Our Ability to Imagine the Future Made Us Human

http://www.brainpickings.org/index.php/2014/07/01/mental-time-travel-dan-falk/

5. How to Get Out of Your Own Way and Unblock the “Spiritual Electricity” of Creative Flow

http://www.brainpickings.org/index.php/2014/07/04/the-artists-way-julia-cameron/

6. In Search of Time: The History, Physics, and Philosophy of Time

http://www.amazon.com/In-Search-Time-History-Philosophy/dp/0312603517

7. The Declaration of Independence: The Words Heard Around the World; No American document has had a bigger global impact than the Declaration of Independence

http://online.wsj.com/articles/the-declaration-of-independence-the-words-heard-around-the-world-1404415089

8. 12 Steps To Turn Your Kids Into Tech Billionaires

http://www.businessinsider.sg/12-steps-to-turn-your-kids-into-tech-billionaires-2014-6/#.U7l75vmSxqU

9. FT interview with T. Boone Pickens, BP Capital; The former corporate raider has become a champion of natural gas

http://www.ft.com/intl/cms/s/0/c58c0e48-02d3-11e4-81b1-00144feab7de.html

TMT

1. Spanish Wifi firm Gowex says results fake, heads to bankruptcy

http://news.asiaone.com/print/news/digital1/wifi-firm-gowex-says-results-fake-heads-bankruptcy

http://www.bloomberg.com/news/print/2014-07-06/gowex-to-file-for-insolvency-as-ceo-resigns-after-gotham-report.html

2. (China/Tech) – How IBM is using big data to fix Beijing’s pollution crisis

http://qz.com/230689/how-ibm-is-using-big-data-to-fix-beijings-pollution-crisis/

3. U.S. Military Turns to Hollywood to Outfit the Soldier of the Future; Designer of ‘Iron Man’ Suit Among Those Working on High-Tech Gear for Elite Troops

http://online.wsj.com/articles/u-s-military-turns-to-hollywood-to-outfit-the-soldier-of-the-future-1404527893

4. Epic Presentation On The Future Of TV

http://www.slideshare.net/tkawaja/lumas-the-future-of-digital-tv

Health

1. (Korea/Healthcare) – Drugmakers warn on South Korea pricing policy

http://www.ft.com/intl/cms/s/0/6e310e46-0288-11e4-91ac-00144feab7de.html

Consumer

1. Death of the supermarket: Discounters, specialists and online options eat into market share across the developed world

http://www.ft.com/intl/cms/s/0/0a7150ea-fe1f-11e3-b4f1-00144feab7de.html#axzz36hvsGfRM

 

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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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