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Morning Bamboo Insight: 18 Jul 2014

Morning Bamboo Insight: 18 Jul 2014

Macro

1. Putin Cornered as Malaysia Jet Crash Shows Isolation on Ukraine

http://www.bloomberg.com/news/2014-07-17/putin-cornered-as-malaysia-jet-crash-shows-isolation-on-ukraine.html

Asia Pacific

1. (China/Tech) – China’s JD.com takes aim at Alibaba with Paipai relaunch

http://www.reuters.com/article/2014/07/17/us-jd-com-relaunch-idUSKBN0FM1DV20140717?feedType=RSS&feedName=technologyNews

2. (India/Healthcare) – Innovation and the Three “P’s”: A 360-degree View of Indian Health Care

http://knowledge.wharton.upenn.edu/article/indias-health-care-industry/

3. (China) – China’s anti-graft chief vowed on Wednesday to maintain a “high-voltage” crack down on corruption and resolutely contain the spread of corruption

http://news.xinhuanet.com/english/china/2014-07/16/c_133489155.htm

4. (China) – Undermining China, One Knockout at a Time

http://sinosphere.blogs.nytimes.com/2014/07/17/undermining-china-one-knockout-at-a-time/

5. (China) – Note to Cadres: Hands Off the Black Audi and Chauffeur

http://mobile.nytimes.com/blogs/sinosphere/2014/07/16/note-to-cadres-hands-off-the-black-audi-and-chauffeur

6. (Thai/China) – In Thailand, baby gender selection loophole draws China, HK women to IVF clinics

http://www.reuters.com/article/2014/07/15/us-thailand-ivf-gender-selection-idUSKBN0FK2H020140715?feedType=RSS&feedName=healthNews

Life 

1. Leadership Lessons From A War Zone; U.S. Air Force Brigadier General John Michel knows about leadership in challenging environments

http://www.fastcompany.com/3033095/hit-the-ground-running/leadership-lessons-from-a-war-zone

2. Bill George: Authentic Leadership and Letting Your Strengths ‘Bloom’

http://knowledge.wharton.upenn.edu/article/authentic-leadership/

TMT

1. (China/Tech) – China’s JD.com takes aim at Alibaba with Paipai relaunch

http://www.reuters.com/article/2014/07/17/us-jd-com-relaunch-idUSKBN0FM1DV20140717?feedType=RSS&feedName=technologyNews

2. Kicking the Tires on Uber’s $17 Billion Valuation: Is It Worth That Much?

http://knowledge.wharton.upenn.edu/article/kicking-tires-ubers-17-billion-valuation-worth-much/

3. In Modern Media Realm, Big Mergers Are a Bulwark Against Rivals

http://www.nytimes.com/2014/07/17/business/media/in-modern-media-realm-big-mergers-are-a-bulwark-against-rivals.html

Healthcare

1. Gene therapy creates ‘biological pacemaker’ cells for the heart

http://www.reuters.com/article/2014/07/16/us-science-heart-idUSKBN0FL2BU20140716?feedType=RSS&feedName=healthNews

 

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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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