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Evening Bamboo Insight: 9 Jul 2014

Evening Bamboo Insight: 9 Jul 2014

Macro

1. Swiss banks threaten freeze on US accounts over tax evasion

http://www.ft.com/cms/s/0/8d661baa-02b8-11e4-8c28-00144feab7de.html#axzz36tlziRMW

2. Brazil’s footballing brilliance can also be a curse; Schools and hospitals often seem to have played second fiddle to stadiums

http://www.ft.com/intl/cms/s/0/765e1238-05c8-11e4-9baa-00144feab7de.html#axzz36tlziRMW

3. Allianz has done well out of Bill Gross’s Pimco but after 15 years should consider spinning it off

http://www.ft.com/intl/cms/s/0/a4a07632-0374-11e4-9195-00144feab7de.html#slide0

4. Short selling drops to lowest level since Lehman

http://www.ft.com/intl/cms/s/0/b5445190-069c-11e4-8c0e-00144feab7de.html#axzz36toCyXS6

5. Britain’s £200m buy-to-let king: ‘Time to sell’; Fergus and Judith Wilson, the Kent landlords with almost 1,000 properties, are selling up for an estimated £200m

http://www.telegraph.co.uk/finance/personalfinance/investing/buy-to-let/10953082/Britains-200m-buy-to-let-king-Time-to-sell.html

6. What Enabled Bretton Woods?

http://www.project-syndicate.org/print/harold-james-and-domenico-lombardi-consider-the-factors-that-enabled-the-remaking-of-the-international-monetary-system

Asia Pacific

1. (China) – Citic launches lawsuit in Chinese metals probe

http://www.ft.com/intl/cms/s/0/07bb3bf8-06ae-11e4-8c0e-00144feab7de.html#axzz36tlJ5PlF

2. (Korea/Tech) – Samsung hits smartphone growth plateau

http://www.ft.com/intl/cms/s/0/9a72d8be-06a1-11e4-8c0e-00144feab7de.html#axzz36tkJErFM

3. (China/Spore) – Temasek dented by China shadow banking woes

http://www.ft.com/intl/cms/s/0/9decc23a-066e-11e4-8c0e-00144feab7de.html#axzz36toCyXS6

4. (Spore) – Singapore Detects Rise in Money Laundering

http://www.ibtimes.co.uk/singapore-detects-rise-money-laundering-1455009

5. (China) – The world’s largest gambling hub may be the next center for anti-Beijing protests

http://qz.com/231506/the-worlds-largest-gambling-hub-may-be-the-next-center-for-anti-beijing-protests/

6. Virtual network operators in China struggle to survive as carriers in the country do not give them the same discounts they give to individual customers

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140708000045&cid=1202

7. (China/Energy) – Private Services Firms at CNPC Oilfield Suffer amid Anti-Graft Campaign

http://english.caixin.com/2014-07-07/100700520.html

8. (HK) – The Kwok family matriarch apologized to Sun Hung Kai Properties directors and staff in a May 2008 e-mail for the behavior and “hurtful allegations” by her eldest son, former chairman Walter Kwok Ping-sheung

http://www.thestandard.com.hk/news_detail.asp?pp_cat=30&art_id=147132&sid=42580065&con_type=3

9. (Australia) – From mining boom to dining boom: how Aussie producers are fighting for food sales in Asia

http://www.brw.com.au/p/business/mid-market/from_mining_boom_fighting_dining_LTpM9TnyR7ptpIlwMqMxxN

10. (Australia/Tech) – Wot might have been: Graeme Wood reflects as wotif.com to sell for less than half 2010 price

http://www.brw.com.au/p/business/price_might_have_been_graeme_wood_FQ314aDIFWBIeb9IUdiirK

11. (Korea) – Like the phoenix, Dongbu keeps rising from its ashes

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991690&cloc=joongangdaily|home|newslist1

12. (Korea) – Korea’s Haitai has moved a step closer to becoming a global player in the premium ice cream market by acquiring Palazzo del Freddo, the world’s oldest gelato company based in Rome

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991689&cloc=joongangdaily|home|newslist1

13. (Korea) – Private steelmaker Dongkuk celebrates 60th anniversary

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991681&cloc=joongangdaily|home|newslist2

14. (India) – India to seek foreign investors for crumbling railways

http://www.thestar.com.my/Business/Business-News/2014/07/08/India-to-seek-foreign-investors-for-crumbling-railways

Life

1. Shelly Kagan on the Future of Death When We Can Live Decades Longer; The Yale Professor Ponders Living to 160: Will a Second Brain Have the Memories of the First?

http://online.wsj.com/articles/shelly-kagan-on-the-future-of-death-when-we-can-live-decades-longer-1404764480

2. Clare Hasler-Lewis on the Future of Agriculture; New Technology, Water Recycling and Other Advances Should Reduce Our Farms’ Thirst

http://online.wsj.com/articles/clare-hasler-lewis-on-the-future-of-agriculture-1404764576

3. For Taylor Swift, the Future of Music Is a Love Story; The Singer-Songwriter Says Artists and Fans Will Still Form Deep Bonds, but They Will Do It in New Ways

http://online.wsj.com/articles/for-taylor-swift-the-future-of-music-is-a-love-story-1404763219

4. Carter Cleveland Says Art in the Future Will Be for Everyone; The Artsy Founder Writes That the Internet Holds the Promise of a World Where Art Is as Ubiquitous as Music Is Today; Agnes Gund on the Future of Art: Why It Will Reach More People

http://online.wsj.com/articles/carter-cleveland-says-art-in-the-future-will-be-for-everyone-1404762157

http://online.wsj.com/articles/agnes-gund-on-the-future-of-art-why-it-will-reach-more-people-1404764321?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702304349604579608732139309994.html

5. Richard Clarke on the Future of Privacy: Only the Rich Will Have It; The Cybersecurity Expert Sees a Future in Which Data About Every Aspect of Our Lives Is Collected and Analyzed

http://online.wsj.com/articles/richard-clarke-on-the-future-of-privacy-only-the-rich-will-have-it-1404762349

6. Ajay Banga Says the Future of Money Will Drive Equality; The MasterCard CEO Says Payment Systems Will Open Up Access to the Financial System for Billions of People

http://online.wsj.com/articles/ajay-banga-says-the-future-of-money-will-drive-equality-1404762892

7. Tyra Banks Says Beauty in the Future Will Mean Looking Different; Plastic Surgery and Other Aids Will Be Widely Available, Putting a Premium on Distinct Looks

http://online.wsj.com/articles/tyra-banks-says-beauty-in-the-future-will-mean-looking-different-1404762610

8. Matt Mullenweg on the Future of Managers: Trust.and Verify; The Automattic CEO says Bosses Need to Focus on What Their Employees Do to Drive Value

http://online.wsj.com/articles/matt-mullenweg-on-the-future-of-managers-trustand-verify-1404763642

9. James Dyson on the Future of Cleaning: Robots to the Rescue; Robots Eventually Will Take Over All Household Chores, Including Cleaning, Says the Dyson Ltd. Founder

http://online.wsj.com/articles/james-dyson-on-the-future-of-cleaning-robots-to-the-rescue-1404763818

10. Bert Vogelstein on the Future of Biology: Understanding the Brain; To Unlock the Human Brain’s Secrets, the Efforts of People From Many Fields Will Be Required

http://online.wsj.com/articles/bert-vogelstein-on-the-future-of-biology-understanding-the-brain-1404762420

11. Gen. Martin Dempsey on the Future of National Security; The Chairman of the Joint Chiefs of Staff on the Need for Speed in Decision Making

http://online.wsj.com/articles/gen-martin-dempsey-on-the-future-of-national-security-1404763958

12. ‘Trust me, I am a financial adviser’ is not good enough; The management of conflict of interest is a slippery slope, and one that Madoff would slide off

http://www.ft.com/intl/cms/s/0/21b52478-068c-11e4-ba32-00144feab7de.html

13. A science lesson that can explain Sir Luke Johnson’s rise; What we learn as children in the classroom can play an unexpected role in adult life

http://www.ft.com/intl/cms/s/0/d9caaf18-05d0-11e4-8b94-00144feab7de.html#axzz36tlziRMW

14. A classic way to give public speakers rhythm

http://www.ft.com/cms/s/0/a731822a-0373-11e4-817f-00144feab7de.html

15. 4 Ways Leaders Can Create a Candid Culture

http://blogs.hbr.org/2014/07/4-ways-leaders-can-create-a-candid-culture/

16. Writing tips from the CIA’s ruthless style manual

http://qz.com/231110/writing-tips-from-the-cias-ruthless-style-manual/

17. From the pits to the top: Loew’s fight to prove he is a winner

http://news.xinhuanet.com/english/sports/2014-07/08/c_133468137.htm

18. From New York heroin dealer to Afghanistan’s biggest oil man

http://uk.reuters.com/article/2014/07/07/uk-afghanistan-energy-idUKKBN0FC2BA20140707

TMT

1. Illah Nourbakhsh on the Future of Robotics; The Carnegie Mellon Professor Says Robots Will Fuse the Physical and Digital Worlds Into One

http://online.wsj.com/articles/illah-nourbakhsh-on-the-future-of-robotics-1404764244?mod=Tech_newsreel_3

2. Mark Zuckerberg on a Future Where the Internet Is Available to All; The Facebook Chief Writes That Connecting Everyone on the Planet to the Web Can Create Opportunity and Reduce Poverty

http://online.wsj.com/articles/mark-zuckerberg-on-a-future-where-the-internet-is-available-to-all-1404762276

3. Christopher Nolan: Films of the Future Will Still Draw People to Theaters; When Movies Can Look or Sound Like Anything, Says the ‘Dark Knight’ Director, Extraordinary Work Will Emerge

http://online.wsj.com/articles/christopher-nolan-films-of-the-future-will-still-draw-people-to-theaters-1404762696

4. V.A. Shiva Ayyadurai on the Future of Email: It Gets Better; Email’s Inventor Says Future Systems Will Have Artificial Intelligence to Help You Manage the Flood; Tony Fadell on the Home of the Future

http://online.wsj.com/articles/v-a-shiva-ayyadurai-on-the-future-of-email-it-gets-better-1404765087

5. From Paris’s Left Bank, tiny Qwant tries to take on Google

http://www.ft.com/intl/cms/s/0/03d5b950-05c8-11e4-8b94-00144feab7de.html#axzz36tlziRMW

6. As Britons embrace digital banking, more branches face the chop

http://www.reuters.com/article/2014/07/08/britain-digital-banking-idUSL6N0PJ1O220140708

Health

1. Mark McClellan Says Drugs of the Future Will Be Targeted Treatments; The Former FDA Head Sees More Pharmaceuticals That Really Work-and Higher Prices Initially

http://online.wsj.com/articles/mark-mcclellan-says-drugs-of-the-future-will-be-targeted-treatments-1404764397

2. Francis Collins Says Medicine in the Future Will Be Tailored to Your Genes; The Director of the National Institutes of Health Says Cheaper DNA Sequencing Will Make Personalized Care Routine

http://online.wsj.com/articles/francis-collins-says-medicine-in-the-future-will-be-tailored-to-your-genes-1404763139

3. Simple test for Alzheimer’s draws closer

http://www.ft.com/intl/cms/s/0/355ec91a-05ca-11e4-9baa-00144feab7de.html#axzz36toCyXS6

Consumer

1. Carrefour’s India exit has little to do with the government’s reservations on retail

http://qz.com/231405/carrefours-india-exit-has-little-to-do-with-the-governments-reservations-on-retail/

2. Retailers swallow online food cost to lock in shoppers

http://www.reuters.com/article/2014/07/08/us-retail-internet-analysis-idUSKBN0FD1E320140708

Investing Process

1. Wealth Wizards: Top 20 Indian Investors Share Their Philosophy

http://forbesindia.com/printcontent/38138

 

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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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