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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
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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