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Evening Bamboo Insight: 16 Jul 2014

Evening Bamboo Insight: 16 Jul 2014

Macro

1. A world without water: the cost to companies

http://www.ft.com/intl/cms/s/2/8e42bdc8-0838-11e4-9afc-00144feab7de.html#slide0

2. Janet Yellen on the Everything Bubble

http://www.nytimes.com/2014/07/16/upshot/janet-yellen-on-the-everything-bubble.html?ref=business

Asia Pacific

1. (China) – China Picks COFCO, SDIC for State Asset Investment Reform Trials

http://www.bloomberg.com/news/print/2014-07-15/china-picks-cofco-sdic-for-state-asset-investment-reform-trials.html

2. (China) – Free of graft and technically skilled: the qualities Xi seeks in new PLA generals

http://www.scmp.com/print/news/china/article/1555044/free-graft-and-technically-skilled-qualities-xi-seeks-new-pla-generals

3. (China) – China and the cost of stimulus

http://ftalphaville.ft.com/2014/07/15/1898852/china-and-the-cost-of-stimulus/?utm_medium=email

4. (China) – The Implications of China’s Anti-Corruption Drive; The West should worry about a campaign that makes an autocratic regime with revisionist intent more effective

http://thediplomat.com/2014/07/the-implications-of-chinas-anti-corruption-drive/

5. (China) – Beijing is ramping up its efforts to identify “naked officials” – those whose relatives have moved abroad

http://www.news24.com/World/News/Beijing-steps-up-naked-officials-crackdown-20140715

6. (China) – Fast, Cheap and In the Red: Beijing’s Subway System Bled $558 Million Last Year

http://blogs.wsj.com/chinarealtime/2014/07/15/fast-cheap-and-in-the-red-beijings-subway-system-bled-558-million-last-year

7. (China) – China’s fight for cleaner air

http://www.marketplace.org/topics/sustainability/we-used-be-china/chinas-fight-cleaner-air

8. (China) – In China, Beijing Fights Losing Battle to Rein In Factory Production; Some Chinese Localities Stymie Efforts to Curb Industrial Overcapacity and Pollution

http://online.wsj.com/articles/in-china-beijing-fights-losing-battle-to-rein-in-factory-production-1405477804

9. (India) – Satyam Founder Ordered to Pay Back Alleged Accounting-Fraud Gains; Satyam Founder Ramalinga Raju, Former Executives Ordered to Pay More Than $300 Million From 2009 Scandal

http://online.wsj.com/articles/satyam-founder-ordered-to-pay-back-alleged-accounting-fraud-gains-1405447107?mod=rss_Technology

10. (Isia) – Indonesians Question Election Quick Counts

http://blogs.wsj.com/searealtime/2014/07/16/indonesians-question-election-quick-counts/

11. (China) – China announces plan for reform of state-owned enterprises

http://www.ft.com/intl/cms/s/0/07928638-0c24-11e4-a096-00144feabdc0.html#axzz37cCRFmEp

12. (Msia) – Malaysian corporate credibility hangs in balance with bank merger; Strong disclosure and governance key to avoiding hypocrisy

http://www.ft.com/intl/cms/s/0/2e760b60-0bcc-11e4-8693-00144feabdc0.html#axzz37cAgVRGc

13. (China) – China’s debt-to-GDP level: 200% and counting

http://www.economist.com/blogs/freeexchange/2014/07/china-s-debt-gdp-level

14. (China) – Chinese property developers at risk as trust funds dry up

http://www.reuters.com/article/2014/07/15/china-property-trusts-idUSL4N0PB20920140715

15. (Viet) – Rising bad debts may undermine Vietnam’s banks, says S&P

http://www.thestar.com.my/Business/Business-News/2014/07/15/Rising-bad-debts-may-undermine-Vietnam/

16. (China) – The biggest challenge for BRICS success? Big brother China

http://in.reuters.com/article/2014/07/15/brics-summit-china-idINL2N0PN0F720140715

17. (Isia) – Postcolonialism and the Need for a ‘Mental Revolution’ in Indonesia

http://www.thejakartaglobe.com/opinion/postcolonialism-need-mental-revolution-indonesia

18. (Isia) – Indonesia’s Democracy Test

http://www.nytimes.com/2014/07/16/opinion/indonesias-democracy-test.html?ref=opinion

19. (India/Healthcare) – Medanta-The Medicity: World class health care, with a soul; Dr Naresh Trehan’s vision for his latest venture is to emulate the best-in-class health care facilities in the world

http://forbesindia.com/printcontent/38218

20. (India) – Sansera Engineering: Staying afloat in a volatile industry

http://forbesindia.com/printcontent/38220

21. (Japan/Tech) – Employing all-purpose robots endowed with artificial intelligence as a workforce in the manufacturing industry is the solution to staving off any impending labor shortage in Japan, SoftBank CEO Masayoshi Son

http://www.japantimes.co.jp/news/2014/07/15/business/corporate-business/robots-can-solve-labor-woes-son/#.U8Y38PmSxqU

22. (Australia/Consumer) – If physical retail is dying, someone forgot to tell Dick Smith CEO Nick Abboud

http://www.brw.com.au/p/business/smith_physical_retail_abboud_dying_0lryMbgYVim3DHPpTJthUI

Life

1. Confidence is shaped by failure

http://www.todayonline.com/print/695786

2. Failure is fine if entrepreneurs do not sweeten the truth

http://www.ft.com/cms/s/0/848fceac-0b61-11e4-9e55-00144feabdc0.html#axzz37cCRFmEp

3. Great product design? It’s about empathy and delight

http://fortune.com/2014/07/15/product-design-empathy-delight/

4. The Importance of Doing Nothing; By giving the brain ‘downtime’ we can improve mental health and allow ideas to incubate

http://forbesindia.com/printcontent/38144

5. Shedding Hierarchy: Could Zappos Be Setting An Innovative Trend?

http://www.forbes.com/sites/nicoleleinbachreyhle/2014/07/15/shedding-hierarchy-could-zappos-be-setting-an-innvoative-trend/print/

6. Indonesia, Etc.: Exploring the Improbable Nation Hardcover

http://www.amazon.com/Indonesia-Etc-Exploring-Improbable-Nation/dp/product-description/0393088588/

7. Bamboo flute musician Tosha borrows from the modern to teach traditional tranquility

http://www.japantimes.co.jp/culture/2014/07/15/music/tosya-hopes-teach-traditional-tranquillity/#.U8Y4CfmSxqU

http://www.youtube.com/watch?v=E9rQ0p_6p9c

8. Withnail & I actor Richard E Grant builds perfume empire; Richard E Grant, actor turned entrepreneur, talks trademark battles, marijuana high notes, being a ‘deluded amateur’ perfumier, and why he would never create a celebrity fragrance

http://www.telegraph.co.uk/finance/businessclub/10966195/Withnail-and-I-actor-Richard-E-Grant-builds-perfume-empire.html

TMT

1. Microsoft surpass Yahoo Inc for the first time in the $140.2 billion worldwide digital advertising market; Google Inc will remain No. 1 with a 31.54 percent share, trailed by Facebook Inc with 7.79%

http://www.reuters.com/article/2014/07/15/us-advertising-digital-idUSKBN0FK1OP20140715?feedType=RSS&feedName=technologyNews

2. (Tech) – Apple, IBM in Deal to Create Apps, Sell Phones; Tech Firms Plan to Create Business Apps and Sell iPhones, iPads to IBM’s Corporate Customers

http://online.wsj.com/articles/apple-ibm-in-deal-to-create-apps-sell-phones-1405456933

3. (Tech) – Novartis and Google to Work on Smart Contact Lenses; Eyewear Will Monitor Blood-Sugar Levels for Diabetics

http://online.wsj.com/articles/novatis-google-to-work-on-smart-contact-lenses-1405417127

4. (Tech/Healthcare) – Big pharma teams up with big data; Google’s link with Novartis has beneficial implications for health

http://www.ft.com/intl/cms/s/0/9738eec8-0c0e-11e4-9080-00144feabdc0.html#axzz37cAgVRGc

5. Rocket Internet’s Oliver Samwer responds to critics ahead of IPO

http://www.ft.com/intl/cms/s/0/c475c952-091f-11e4-906e-00144feab7de.html#axzz37cAgVRGc

6. (Tech) – Google Glass creator sees future at Amazon

http://www.ft.com/intl/cms/s/0/2c856a0a-0c38-11e4-943b-00144feabdc0.html#axzz37cCRFmEp

7. Yahoo’s long goodbye with Alibaba takes heat off Mayer

http://in.reuters.com/article/2014/07/16/us-yahoo-results-alibaba-group-idINKBN0FL05Q20140716

8. Controlling the Home, Google Style

http://bits.blogs.nytimes.com/2014/07/15/controlling-the-home-google-style/?ref=technology

9. (Korea/Tech/Consumer) – Samsung to join forces with Under Armour for wearables

http://www.koreatimes.co.kr/www/news/tech/2014/07/129_161088.html

Healthcare

1. Teva faces fresh shareholder showdown over management structure and corporate governance

http://www.ft.com/intl/cms/s/0/17e18ec2-0b65-11e4-ae6b-00144feabdc0.html#axzz37cCRFmEp

Consumer

1. America’s Smokers: Still 40 Million Strong; Who’s the Real Cigarette Monopolist? Lorillard and Reynolds American are pikers next to Uncle Sam

http://online.wsj.com/articles/holman-jenkins-whos-the-real-cigarette-monopolist-1405468178?mod=yahoo_hs

http://online.wsj.com/articles/americas-smokers-still-40-million-strong-1405468491

2. E-Cigarette Makers Are in an Arms Race for Exotic Vapor Flavors

http://www.nytimes.com/2014/07/16/business/e-cigarette-makers-are-in-an-arms-race-for-exotic-vapor-flavors.html?_r=0

Investing Process

1. Research – Pick Your Poison – Fragmentation or Market Power? An Analysis of Regnms, High Frequency Trading, and Securities Market Structure

2. Research – Attracting Long‐Term Investors Through Integrated Thinking and Reporting: A Clinical Study of a Biopharmaceutical Company

Energy

1. (Energy) – Energy: The indispensable country; The US shale revolution has averted the threat of a global oil crisis caused by growing levels of conflict and instability

http://www.ft.com/intl/cms/s/0/601a8476-0b5d-11e4-ae6b-00144feabdc0.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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