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Morning Bamboo Insight: 15 Jul 2014

Morning Bamboo Insight: 15 Jul 2014

Macro

1. “We will continue to swim in a sea of liquidity”; Three top-investors Felix Zulauf, James Montier, David Iben in the round-table-discussion

http://www.fuw.ch/article/we-will-continue-to-swim-in-a-sea-of-liquidity/

2. Investors beware: economists at large; Analytical underpinnings of risk-taking are far from robust

http://www.ft.com/intl/cms/s/0/11284bb6-0773-11e4-81c6-00144feab7de.html#axzz37Smlxstp

3. Redefining SMEs; When Karl Friedrich Benz started Benz & Cie in 1883 to produce industrial machines, little did he know he would make history in the automotive world

http://www.thestar.com.my/Business/SME/2014/07/14/Redefining-SMEs-Efforts-are-underway-to-get-more-targeted-assistance-to-small-Malaysian-businesses/

4. How Italy became a submerging economy

http://uk.reuters.com/article/2014/07/14/us-italy-economy-submerging-specialrepor-idUKKBN0FJ0QT20140714

5. Boeing and Airbus Dominate Skies as Air Show Looms; Jetliner Output Is at Record Highs, but Incrementalism Is Unofficial Theme of This Year’s Farnborough Exhibition

http://online.wsj.com/articles/boeing-and-airbus-dominate-skies-as-farnborough-air-show-looms-1405311335

6. Shoemaking Gets a Foot in the Door in the U.S.; Hong Kong-based Producer of Work Boots Opens Factory in Tennessee; Stalwart Souls That Produce Shoes in the U.S.

http://online.wsj.com/articles/shoemaking-gets-a-foot-in-the-door-in-the-u-s-1405294724

http://online.wsj.com/articles/stalwart-souls-that-produce-shoes-in-the-u-s-1405295062

7. Companies That Offer Help With Student Loans Are Often Predatory, Officials Say

http://dealbook.nytimes.com/2014/07/13/companies-that-offer-help-with-student-loans-often-predatory-officials-say/?ref=business

8. World economy ‘more fragile than before great crash of 2007,’ warns watchdog as global debt piles balloon

http://business.financialpost.com/2014/07/14/world-economy-more-fragile-than-before-great-crash-of-2007-warns-watchdog-as-global-debt-piles-balloon/

9. Ratings agency Fitch calls for more government action in ‘overvalued’ Canadian housing market

http://business.financialpost.com/2014/07/14/canada-housing-maket-fitch/

Asia Pacific

1. (Tech/Myanmar) – Tech Scene in Myanmar Hinges on Cellphone Grid

http://www.nytimes.com/2014/07/14/business/international/tech-scene-in-myanmar-hinges-on-cellphone-grid.html?emc=edit_th_20140714&nl=todaysheadlines&nlid=36114517&_r=0

2. Secret Path Revealed for Chinese Billions Overseas

http://www.bloomberg.com/news/print/2014-07-14/secret-path-revealed-for-chinese-billions-overseas.html

3. (Isia) – Jokowi is open to rival parties joining his coalition in what seems like a change of tack from his Indonesian PDI-P earlier aim of keeping its coalition small

http://www.todayonline.com/print/693631

4. (India) – India Inc’s top CEOs track the route to double-digit growth

http://forbesindia.com/printcontent/38182

5. (Japan/Consumer) – Unhappy hour for Kirin as its beer sales tumble in Japan

http://www.japantimes.co.jp/news/2014/07/14/business/corporate-business/unhappy-hour-kirin-beer-sales-tumble-japan/#.U8RRGPmSxqU

6. (Korea) – Hyundai Motor chief Chung Mong-koo urges to sharpen edge; “There is no other way to overcome risk but making oneself competitive”

http://www.koreatimes.co.kr/www/news/biz/2014/07/123_160958.html

7. (China/Tech) – As giant U.S. IPO nears, Alibaba’s China e-commerce crown slips

http://www.reuters.com/article/2014/07/14/us-china-ecommerce-idUSKBN0FJ0CT20140714?feedType=RSS&feedName=technologyNews

8. (Australia) – A rogue, Storm and poor advice; The big four banks and AMP have spent billions of dollars buying up wealth management businesses in the past decade or so and now own or control up to 80 per cent of the financial planners

http://www.smh.com.au/business/a-rogue-storm-and-poor-advice-20140714-3bx9c.html#ixzz37Tzq6Rae

Life

1. Lessons From The Man Who Managed Reddit’s Community Of Millions

http://www.fastcompany.com/3032943/hit-the-ground-running/lessons-from-the-man-who-managed-reddits-community-of-millions

2. Cool heads improvise in crisis and calm; Leaders and their teams who become too wedded to one approach may be doomed

http://www.ft.com/intl/cms/s/0/195e0058-081f-11e4-9afc-00144feab7de.html?ftcamp=published_links%2Frss%2Fworld_asia-pacific_japan%2Ffeed%2F%2Fproduct#axzz37Smlxstp

3. White spaces: An analyst explains the grand opportunities he sees for innovation

http://www.washingtonpost.com/blogs/innovations/wp/2014/07/14/white-spaces-an-analyst-explains-the-grand-opportunities-he-sees-for-innovation/

4. The Problem with Prediction Addiction

http://forbesindia.com/printcontent/38180

5. The Vanderbilts: How American Royalty Lost Their Crown Jewels

http://www.forbes.com/sites/natalierobehmed/2014/07/14/the-vanderbilts-how-american-royalty-lost-their-crown-jewels/print/

6. ‘Unbelievable money maker’ Christopher Hohn and charity worker wife fight over $1.3-billion in largest case ever to hit Europe’s divorce capital

http://business.financialpost.com/2014/07/14/unbelievable-money-maker-christopher-hohn-and-charity-worker-wife-fight-over-1-3-billion-in-largest-case-ever-to-hit-europes-divorce-capital/

7. How Do You Get to Carnegie Hall? Talent

http://www.nytimes.com/2014/07/15/science/which-matters-more-talent-or-practice.html?ref=science

TMT

1. (Tech/Myanmar) – Tech Scene in Myanmar Hinges on Cellphone Grid

http://www.nytimes.com/2014/07/14/business/international/tech-scene-in-myanmar-hinges-on-cellphone-grid.html?emc=edit_th_20140714&nl=todaysheadlines&nlid=36114517&_r=0

2. Advertisers seek to harness the power of parent bloggers; Advertisers are courting influential mums – and the odd dad

http://www.ft.com/intl/cms/s/0/fbf48cfe-0110-11e4-b94d-00144feab7de.html

3. Bulls and bears prepare for insurance processor Quindell valuation showdown; The company recognises revenues as it processes an insurance claim – which is often many months before any payment is received

http://www.ft.com/intl/cms/s/0/2d1c07e8-0b49-11e4-9e55-00144feabdc0.html#axzz37Smlxstp

4. Spain’s Gowex files for bankruptcy, ex-CEO could face 10 years in jail

http://www.reuters.com/article/2014/07/14/us-gowex-bankruptcy-idUSKBN0FJ1EV20140714?feedType=RSS&feedName=technologyNews

5. BitTorrent’s bold new proposition: A paywall and crowdfunding

http://business.financialpost.com/2014/07/14/bittorrents-bold-new-proposition-a-paywall-and-crowdfunding/?__lsa=1c82-dc92

6. (China/Tech) – As giant U.S. IPO nears, Alibaba’s China e-commerce crown slips

http://www.reuters.com/article/2014/07/14/us-china-ecommerce-idUSKBN0FJ0CT20140714?feedType=RSS&feedName=technologyNews

Healthcare

1. We Are Our Bacteria: A rise in diseases and other ailments is linked to the changing composition of microbes in the gut

http://well.blogs.nytimes.com/2014/07/14/we-are-our-bacteria/?ref=health

 

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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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