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Morning Bamboo Insight: 13 Jul 2014

Morning Bamboo Insight: 13 Jul 2014

Macro

1. The UK and 50 years of public sector over-reach

http://www.telegraph.co.uk/finance/economics/10960674/The-UK-and-50-years-of-public-sector-over-reach.html

2. African family businesses have significantly outperformed those in the Middle East and Asia when it comes to good corporate governance

http://www.campdenfb.com/article/african-family-businesses-beat-other-emerging-markets-corporate-governance

3. Despite Exposure of Madoff Fraud, New Ponzi Schemes Emerge

http://dealbook.nytimes.com/2014/07/10/despite-exposure-of-madoff-fraud-new-ponzi-schemes-emerge/?smid=tw-share

Asia Pacific

1. (India) – Discovering India’s Hidden Gems

http://forbesindia.com/printcontent/38158

2. (China) – Three ways ordinary Chinese companies are driving innovation

http://forbesindia.com/printcontent/38130

3. (Spore) – What Makes An Asian Tiger? Singapore’s Unlikely Economic Success Lies In Its History

http://www.forbes.com/sites/forbesasia/2014/07/10/what-makes-an-asian-tiger-singapores-unlikely-economic-success-lies-in-its-history/print/

4. (China/Tech) – Youdao Bets Its 400M Free Dictionary Users Ready to Pay for Online Educational Products

http://technode.com/2014/07/11/youdao-bets-400m-free-dictionary-users-ready-pay-online-educational-products/

5. (China/Tech) – 3 Types of Chinese Internet Companies May Find Opportunities in Overseas Market: Tools, Virtual Products and M-commerce companies

http://technode.com/2014/07/10/3-types-of-chinese-internet-companies-may-find-opportunities-in-overseas-market-ggv-capital-hans-tung/

6. (China) – China ventures into SOE mixed-ownership reform; China relaxes asset restructuring rule for listed firms

http://news.xinhuanet.com/english/china/2014-07/11/c_133477278.htm

http://news.xinhuanet.com/english/china/2014-07/11/c_133477630.htm

7. (China) – Tesla entangled in familiar trademark troll problem in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140711000136&cid=1206

8. (China) – Red Nobility: Liu Xiaoxiao, youngest daughter of Liu Shaoqi

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140710000008&cid=1601

9. (China) – Mysterious Shanghai private firms makes Fortune Global 500; CEFC China Energy came in at No.349 with an operating income of US$33.6 billion

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140711000019&cid=1206

10. (China) – How wealthy Chinese smuggle their money overseas

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140711000115&cid=1103

11. (China) – Top Chinese Economists Debate Role of Gov’t in Economy

http://english.caixin.com/2014-07-11/100702690.html

12. (China/Tech) – Is UnionPay Really Trying to Handle Payments with QR Codes? The central bank banned paying via quick-response codes, so why is a company closely linked to the PBOC getting involved?

http://english.caixin.com/2014-07-10/100702388.html

13. (Asean) – Lavish Phnom Penh procession to enshrine former Cambodian king Sihanouk

http://www.scmp.com/print/news/asia/article/1551950/lavish-phnom-penh-procession-enshrine-former-cambodian-king-sihanouk

14. (Japan) – Outside directors alone won’t help Japan’s corporate governance

http://www.japantimes.co.jp/opinion/2014/07/11/editorials/outside-directors-alone-wont-help/#.U8AYL_mSxqU

15. (Japan/Tech) – RareJob Inc. hopes to attract as many as 10 million Japanese to its English classes; “We aim to become like a driving school, a place where every person becomes able to drive”

http://www.japantimes.co.jp/news/2014/07/10/business/corporate-business/rarejob-aims-make-10-million-english-speakers/#.U8AYrvmSxqU

16. (China/Tech) – China’s hottest app inspired by devotion to Japanese manga

http://www.japantimes.co.jp/news/2014/07/09/business/corporate-business/chinas-hottest-app-inspired-devotion-japanese-manga/#.U8AY-vmSxqU

17. (Taiwan) – Taiwan is a bad place for entrepreneurs: NDC

http://www.chinapost.com.tw/print/412169.htm

18. (Korea/Tech) – Hyundai Heavy Industries, the nation’s largest shipbuilder, said it has developed a new welding method using robots to build offshore facilities

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991854&cloc=joongangdaily|home|newslist2

19. (Korea) – Words of advice for the beleaguered financial industry in Korea

http://mengnews.joins.com/view.aspx?gCat=050&aId=2991910

20. (China) – Trademark Headaches for Tesla in China

http://blogs.wsj.com/moneybeat/2014/07/10/trademark-headaches-for-tesla-in-china/

21. (Spore) – Bond fever grips Singapore’s rich

http://www.todayonline.com/print/677156

Life

1. 6 Ways To Thrive In Chaos

http://www.forbes.com/sites/jeffboss/2014/07/09/6-ways-to-thrive-in-chaos/print/

2. Rooted In Recession: The Richest Families Whose Businesses Started During the Great Depression

http://www.forbes.com/sites/chloesorvino/2014/07/11/rooted-in-recession-the-richest-families-whose-businesses-started-during-the-great-depression/print/

3. The Forbes Quote Bible: Inspiring, Eye-Opening And Motivational Words For Success

http://www.amazon.com/Forbes-Quote-Bible-Eye-Opening-Motivational-ebook/dp/B00LMOSHOO/

4. Preparing to make big-ticket investment decisions; When the stakes couldn’t be higher, the quality of the decision making can make all the difference. Process improvements can help

http://www.mckinsey.com/Insights/Strategy/Preparing_to_make_big-ticket_investment_decisions

5. How Simon Sinek’s TEDx success made him think deeply about trust; leaders who get the most out of their people are the leaders who care most about their people

http://blog.ted.com/2014/07/10/how-simon-sineks-tedx-fame-made-him-think-deeply-about-trust-issues/

6. Happy 8th anniversary, TED.com! A throwback look at the early days

http://blog.ted.com/2014/06/26/throwback_ted_happy_8th_anniversary/

7. The Iron Auntie: Peng Gang was one of the first women to become a People’s Liberation Army general and was widely recognized as driving force in fighting corruption

http://english.caixin.com/2014-07-11/100702968.html

8. Buyer of brandsExclusive, Cudo shares his 5 rules for a good acquisition

http://www.brw.com.au/p/business/buyer_of_brandsexclusive_cudo_shares_pmvkthRQFAWo1m5wBlplLL

9. Treat ‘crisis manual’ like the Bible

http://www.koreatimes.co.kr/www/news/biz/2014/07/123_160859.html

10. If only the U.S. had stayed out of WWI; Did U.S. intervention in the latter stage of World War I end up in just prolonging the European slaughter?

http://www.japantimes.co.jp/opinion/2014/07/11/commentary/world-commentary/what-if-u-s-had-stayed-out-of-wwi/#.U8AYLfmSxqU

11. Is the present FPA, which now has $30 billion under management, of the same vintage as it was in its uncompromising leader’s heyday?

http://news.morningstar.com/articlenet/HtmlTemplate/PrintArticle.htm?time=11716141

12. How ‘Practical Pessimism’ Can Make You More Successful

http://www.businessinsider.sg/how-pessimism-can-make-you-more-successful-2014-7/#.U8AdxPmSxqU

13. 10 Scientific Breakthroughs That Could Help Us Cheat Death And Live Forever

http://www.businessinsider.sg/how-scientists-are-helping-us-cheat-death-and-live-forever-2014-7/#.U8Ad4_mSxqU

14. What To Do If You Forget Someone’s Name Immediately After Meeting Them

http://www.businessinsider.sg/what-to-do-if-you-forget-someones-name-2014-7/#.U8AeZPmSxqU

15. Kicking Back With Rakuten’s Shin Hasegawa

http://www.businessinsider.sg/kicking-back-rakutens-shin-hasegawa/#.U8Aec_mSxqU

TMT

1. Can A 50-Person Startup Threaten Oracle, IBM, And Microsoft? NuoDB sells a distributed database management system (DBMS) to companies that use SQL databases, operate their data centers in the cloud and want guarantees of great service

http://www.forbes.com/sites/petercohan/2014/07/11/can-a-50-person-startup-threaten-oracle-ibm-and-microsoft/print/

2. CYNK Technology shares suspended by SEC after 25,000% gain in recent days

http://business.financialpost.com/2014/07/11/cynk-technology-shares-halted/

http://business.financialpost.com/2014/07/10/a-social-networking-stock-has-exploded-25000-in-a-few-days-and-its-not-even-clear-if-the-company-exists/?__lsa=200d-db2c

3. Bill Gurley schools NYU professor: Uber will be 25x bigger than you think; Uber driver kidnaps rider, takes him on high speed case.

http://pando.com/2014/07/11/bill-gurley-schools-nyu-professor-uber-will-be-25x-bigger-than-you-think/

http://pando.com/2014/07/10/uber-driver-kidnaps-rider-takes-him-on-high-speed-case-new-background-checks-working-great/

4. How did CYNK, a seemingly fake social network from Belize, become worth billions?

http://pando.com/2014/07/10/how-can-a-seemingly-fake-social-network-from-belize-become-worth-billions/

5. (China/Tech) – Youdao Bets Its 400M Free Dictionary Users Ready to Pay for Online Educational Products

http://technode.com/2014/07/11/youdao-bets-400m-free-dictionary-users-ready-pay-online-educational-products/

6. (China/Tech) – 3 Types of Chinese Internet Companies May Find Opportunities in Overseas Market: Tools, Virtual Products and M-commerce companies

http://technode.com/2014/07/10/3-types-of-chinese-internet-companies-may-find-opportunities-in-overseas-market-ggv-capital-hans-tung/

7. Satya Nadella’s Vision For A New Microsoft; “All strategy gets eaten by culture.”

http://techcrunch.com/2014/07/10/satya-nadellas-vision-for-a-new-microsoft/

8. Here’s Even More Evidence That Apple Plans To Use A Nearly Indestructible Sapphire Screen In The iPhone 6; The iPhone 6′s display could be durable enough to resist scratches even from a knife

http://www.businessinsider.sg/iphone-6-sapphire-display-rumors-2014-7/#.U8AdTPmSxqU

9. Microsoft CEO Is Betting On A New Product You’ve Probably Never Heard Of: Delve

http://www.businessinsider.sg/nadella-bets-heavily-on-delve-2014-7/#.U8AfsfmSxqU

Healthcare

1. Meet The Fitness Band That Shocks You And Publicly Shames You Into Breaking Your Bad Habits

http://www.businessinsider.sg/pavlok-bracelet-2014-7/#.U8AfJPmSxqU

Consumer

1. Italy’s home-appliance maker Indesit has reached an agreement to sell shares equal to 60.4 percent of its capital to American giant Whirlpool for $1.03bn

http://english.sina.com/business/2014/0711/717595.html

Commodities

1. Geologists seek work – any work – as mining boom goes bust

http://www.smh.com.au/business/mining-and-resources/geologists-seek-work–any-work–as-mining-boom-goes-bust-20140711-zt3rn.html

 

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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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