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Evening Bamboo Insight: 15 Jul 2014

Evening Bamboo Insight: 15 Jul 2014

Macro

1. The Smartest Man in Europe Sees a New Industrial Revolution

http://www.blackstone.com/news-views/market-commentary/blog-detail/byron’s-market-commentary/2014/07/02/the-smartest-man-in-europe-sees-a-new-industrial-revolution

2. To Infinity and Beyond? Don’t Be Surprised If the U.S. Stock Market Cracks

http://www.institutionalinvestor.com/Popups/PrintArticle.aspx?ArticleID=3361273

3. How A Crackdown On Chinese Money Laundering Could Squeeze The US Housing Market

http://www.businessinsider.com/bis-stocks-are-irrational-china-poised-to-crash-2014-7

Asia Pacific

1. (Korea) – South Korea’s visa-free Jeju Island has become a Chinese tourism gold mine

http://qz.com/233985/south-korea-visa-free-jeju-island-has-become-a-chinese-tourism-gold-mine/

2. (Isia) – Cracks in Golkar – call for party chief’s removal

http://news.asiaone.com/print/news/asia/cracks-golkar-%E2%80%93-call-party-chief%E2%80%99s-removal

3. (India) – E-rickshaws take over Delhi’s roads

http://news.asiaone.com/print/news/asia/e-rickshaws-take-over-delhis-roads

4. (China) – Logistics spending in China is 18% of GDP, higher than in other developing countries (India and South Africa spend 13-14% of GDP) and double the level seen in the developed world

http://www.economist.com/news/china/21606899-export-superpower-china-suffers-surprisingly-inefficient-logistics-flow-things

5. (China) – China demands wall around wealth management sector to cut risk

http://in.reuters.com/article/2014/07/12/china-banking-idINKBN0FH09E20140712

6. (China) – Asian Nations’ Fears of War Elevated as China Flexes Muscle, Study Finds; Majority of Filipinos, Japanese and Vietnamese Say They Fear Armed Conflict With China

http://online.wsj.com/articles/asian-nations-fears-of-war-elevated-as-china-flexes-muscle-study-finds-1405361047

7. (China) – Inside the Chinese Market That Produces 45% of the World’s Tablets

http://blogs.wsj.com/chinarealtime/2014/07/14/inside-the-chinese-market-that-produces-45-of-the-worlds-tablets/

8. (Thai) – Thailand Lottery Changes Have Some Saying Leaders Are Pressing Their Luck; Vendors Who Traffick in Lucky Numbers Say New Rules Threaten Their Business

http://online.wsj.com/articles/thailand-lottery-changes-have-some-saying-leaders-are-pressing-their-luck-1405373312

9. (China/Tech) – Alibaba Pushes Further Into Entertainment; Latest Effort Involves Adding Lions Gate Video to Set-Top Boxes

http://online.wsj.com/articles/alibaba-pushes-further-into-entertainment-1405389902

10. (China/Tech) – Alibaba Pushes Further Into Entertainment; Latest Effort Involves Adding Lions Gate Video to Set-Top Boxes

http://online.wsj.com/articles/alibaba-pushes-further-into-entertainment-1405389902

12. (China/Tech) – Corporate Governance Print of Alibaba’s Payment Plan; Alibaba shed light on one of its biggest controversies-the transfer into the hands of key managers of payments business Alipay, similar to PayPal, back in 2011

http://online.wsj.com/articles/heard-on-the-street-fine-print-of-alibabas-payment-plan-1405337521

13. (China/Commodities) – Miners Struggle as China’s Appetite for Coal Eases

http://online.wsj.com/articles/miners-struggle-as-chinas-appetite-for-coal-eases-1405340884

14. (China) – This China Slowdown Is Different; Beijing is starting to curb investment-led growth. It won’t be painless

http://online.wsj.com/articles/miller-charney-this-china-slowdown-is-different-1405356554

15. (India/Healthcare) – India Imposes Price Controls on Diabetes and Heart-Disease Drugs; Price Cuts Likely to Pinch Profits of International Pharmaceutical Companies in India

http://online.wsj.com/articles/india-imposes-price-controls-on-diabetes-and-heart-disease-drugs-1405346553

16. (China) – Chinese Banks Halt Experimental Yuan-Remittance Program that helped citizens transfer large sums overseas despite government capital controls

http://online.wsj.com/articles/chinese-banks-halt-experimental-yuan-remittance-program-1405345453

17. (China) – China’s “Secret Money Laundering” Story Goes Mainstream; Is Promptly Censored

http://www.zerohedge.com/news/2014-07-14/chinas-secret-money-laundering-story-goes-mainstream-promptly-censored

18. (China) – Michael Pettis Warns China Bulls: “Bad Debt Cannot Simply Be ‘Socialized'”

http://www.zerohedge.com/news/2014-07-14/michael-pettis-warns-china-bulls-bad-debt-cannot-simply-be-socialized

19. (China) – Bank of China-CCTV drama may reveal power struggle in Beijing

http://www.scmp.com/print/business/banking-finance/article/1553552/bank-china-cctv-drama-may-reveal-power-struggle-beijing

20. (India/Tech) – Indian Messaging App Thrives By Blocking Snooping Moms

http://blogs.wsj.com/indiarealtime/2014/07/15/indian-messaging-app-thrives-by-blocking-snooping-moms/

21. (HK) – End of the high life for Hong Kong’s unwanted rooftop dwellers

http://www.thestar.com.my/Business/Business-News/2014/07/15/End-of-the-high-life-for-Hong-Kongs-unwanted-rooftop-dwellers

Life

1. Never top up your own drink, and other tips for doing business in Japan

http://www.brw.com.au/p/leadership/never_business_doing_your_japan_UjGbwOEDcr0tCMGCsFXJPI

2. How To Beat The Cops At Their Own Game When You’re Being Interrogated

http://www.businessinsider.com/police-interrogation-advice-2014-7

3. Here’s The Secret To Germany Becoming The Most Dominant Soccer Team In The World

http://www.businessinsider.com/germany-youth-system-2014-7

4. One Thing Extraordinary People Never Do

http://www.businessinsider.com/what-extraordinary-people-never-do-2014-7

5. Too many employers are highly suspicious of their staff…can you guess why?

http://www.theage.com.au/small-business/managing/blogs/work-in-progress/its-a-trust-issue-20140711-3bqka.html#ixzz37Vv5awdO

6. The Best Way to Make Up After Any Argument; And the One Word Never to Say

http://online.wsj.com/articles/the-best-way-to-make-up-after-any-argument-1405379667?mod=WSJ_hpp_sections_lifestyle

7. Three Secrets of Organizational Effectiveness; How the practices of “pride builders” can help you build a high-performance culture

http://www.strategy-business.com/article/00271?gko=d819d&cid=20140715enews&utm_campaign=20140715enews

8. New Spore: 83-year-old grandmother dies after Singapore hospital fails to turn on oxygen tank

http://www.straitstimes.com/news/singapore/courts-crime/story/oxygen-tank-not-turned-then-patient-dies-20140715

9. Does corporate governance matter? Regardless of size, companies need high standards of corporate governance if they are to create sustainable value in the long term

http://www.singaporelawwatch.sg/slw/index.php/headlines/45185-does-corporate-governance-matter

10. Auditing: From respected profession to mug’s game?

http://www.businesstimes.com.sg/premium/editorial-opinion/bottom-line/auditing-respected-profession-mugs-game-20140715

TMT

1. (China/Tech) – Alibaba Pushes Further Into Entertainment; Latest Effort Involves Adding Lions Gate Video to Set-Top Boxes

http://online.wsj.com/articles/alibaba-pushes-further-into-entertainment-1405389902

2. (China/Tech) – Corporate Governance Print of Alibaba’s Payment Plan; Alibaba shed light on one of its biggest controversies-the transfer into the hands of key managers of payments business Alipay, similar to PayPal, back in 2011

http://online.wsj.com/articles/heard-on-the-street-fine-print-of-alibabas-payment-plan-1405337521

Healthcare

1. (Healthcare) – Alzheimer’s Disease Fight Focuses on Preventive Treatment; Delaying Onset by Five Years Could Greatly Reduce the Number of Patients

http://online.wsj.com/articles/alzheimers-disease-fight-focuses-on-preventive-treatment-1405396803?mod=WSJ_hpp_sections_health

Investing Process

1. Here’s The Real Story Behind The Founding Of CYNK, The Mysterious Penny Stock With The Surge That Shocked The Internet

http://www.businessinsider.com/cynk-founding-2014-7#ixzz37XqdFH7K

 

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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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