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Morning Bamboo Insight: 22 Jul 2014

Morning Bamboo Insight: 22 Jul 2014

Macro

1. Revenue transition group debates difficult implementation issues

http://www.journalofaccountancy.com/News/201410572.htm

2. Why The 21st Century May Be Even More Of An ‘American Century’ Than The 20th Century Ever Was

http://www.businessinsider.com/why-the-21st-century-may-be-even-more-of-an-american-century-than-the-20th-century-ever-was-2014-7

3. DRUCKENMILLER: IBM Is The ‘Poster Child’ For What’s Wrong With Corporate Behavior Today

http://www.businessinsider.sg/stan-druckenmiller-on-ibm-2014-7/

4. Quite Contrary: Investors have shunned cyclical stocks in favor of utilities and Internet stocks. Time to bet on global growth

http://online.barrons.com/news/articles/SB50001424053111904255004580029403830727866

5. The conundrum of asset allocation

http://www.economist.com/news/finance-and-economics/21607848-conundrum-asset-allocation-no-easy-answers

6. The BRICS bank: Setting up rivals to the IMF and World Bank is easier than running them

http://www.economist.com/news/finance-and-economics/21607851-setting-up-rivals-imf-and-world-bank-easier-running-them-acronym

7. Africans Open Fuller Wallets to the Future; Across sub-Saharan Africa, consumer demand is fueling the continent’s economies in new ways, driving hopes that Africa will emerge as a success story

http://www.nytimes.com/2014/07/21/world/africa/economy-improves-as-middle-class-africans-open-wallets-to-the-future.html?ref=business

Asia Pacific

1. (Korea/Tech) – Foreign companies eye Korean mobile game market

http://news.asiaone.com/print/news/asia/foreign-companies-eye-korean-mobile-game-market

2. (China) – China Purge Fears Paralyzing Government And Undercutting The Economy

http://www.forbes.com/sites/gordonchang/2014/07/20/china-purge-fears-paralyzing-government-and-undercutting-the-economy/print/

3. (India) – Despite Dramatic Half-Billion-Dollar Award In Satyam Scandal, ‘India’s Enron,’ It May Be Years Before Investors See A Dime

http://www.forbes.com/sites/saritharai/2014/07/21/despite-dramatic-half-billion-dollar-award-in-satyam-scandal-indias-enron-it-may-be-years-before-investors-see-a-dime/print/

4. (Isia) – Cinemaxx Global Pasifik, the movie theater chain operator unit of Lippo Group, has set aside Rp 6 trillion ($517 million) to open up to 300 cineplexes across the country within the next 10 years

http://www.thejakartaglobe.com/business/cinemaxx-set-open-300-cineplexes-next-decade/

5. (Isia) – Indonesian Companies Don’t Focus Enough on Their Brand Values: Analyst

http://www.thejakartaglobe.com/business/indonesian-companies-dont-focus-enough-brand-values-analyst/

6. (Isia) – At Sinar Mas, a Land Giant in Safe Hands

http://www.thejakartaglobe.com/business/sinar-mas-land-giant-safe-hands/

7. (China) – China scolds regional governments, officials for being ‘lazy’

http://news.asiaone.com/print/news/asia/china-scolds-regional-governments-officials-being-lazy

8. (Spore) – Singapore’s Auditor-General lists govt agencies’ lapses

http://www.businesstimes.com.sg/archive/friday/premium/top-stories/auditor-general-lists-govt-agencies-lapses-20140718

9. (India/Consumer) – Switzerland’s Swatch to open stores in India: Report

http://business.asiaone.com/print/news/switzerlands-swatch-open-stores-india-report

10. (Thai) – Thai Brothers Emerge as Billionaires With CP Group Stakes

http://www.bloomberg.com/news/print/2014-07-13/thai-brothers-emerge-as-billionaires-with-cp-group-stakes.html

11. (Spore) – Singapore’s PastaMania bulks up to be big food group

http://www.businesstimes.com.sg/premium/top-stories/pastamania-bulks-be-big-food-group-20140721

12. (Taiwan) – Empty apartments in Hsinchu are missing Taiwan’s hi-tech glory days

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1204&MainCatID=12&id=20140706000003

13. (China/Taiwan) – Pu’er tea bricks become investment of choice for rich Taiwanese

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1203&MainCatID=12&id=20140719000116

14. (China) – Growing foreign presence in China’s dairy sector a concern: experts

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140720000022&cid=1202

15. (China/Tech) – Qualcomm to face strong competition in China’s 4G chip market

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140720000021&cid=1202

16. (China/Tech) – IBM launches ‘Green Horizon’ to help Beijing curb smog woes

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140720000023&cid=1206

17. (China/Tech) – Tencent QQ Wallet heating up competition in mobile payment market

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140721000004&cid=1202

18. (China) – Time will tell if anti-graft campaign is more than power struggle

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140721000011&cid=1701

Life

1. The case for employees to pick their CEO

http://fortune.com/2014/07/18/ceo-selection/

2. 7 Secrets Of Building A Customer-Centric Company Culture

http://www.forbes.com/sites/micahsolomon/2014/07/20/customer-centric-culture/print/

3. 4 Ways To Beat Disruptive Innovation

http://www.forbes.com/sites/gregsatell/2014/07/20/4-ways-to-beat-disruptive-innovation/print/

4. Karl Albrecht, Billionaire Co-Founder of Aldi Stores, Dies at 94

http://www.bloomberg.com/news/2014-07-21/karl-albrecht-billionaire-co-founder-of-aldi-stores-dies-at-94.html

5. The Lives and Times of the CEO: From 100 years back to a quarter century ahead, the evolution of the chief executive officer

http://www.strategy-business.com/article/00254?tid=27782251&pg=all

6. 10 Principles of Leading Change Management: These time-honored tools and techniques can help companies transform quickly

http://www.strategy-business.com/article/00255?tid=27782251&pg=all

7. James Altucher: Why Startup Founders Should Say No To Almost Everything

http://www.forbes.com/sites/danschawbel/2014/07/21/james-altucher-why-startup-founders-should-say-no-to-almost-everything/print/

8. The Myth Of Warren Buffett Is One Of The Greatest Misconceptions In The Financial World

http://www.businessinsider.com/myth-you-too-can-become-warren-buffett-2014-7

9. 14 Tricks To Improve Your Decision Making

http://www.businessinsider.com/make-better-decisions-2014-7

10. 7 Public Speaking Tips From A Toastmasters Pro

http://www.businessinsider.com/toastmasters-public-speaking-tips-2014-7

11. 4 Lessons Every Business Leader Can Learn From Legendary Marine General James ‘Mad Dog’ Mattis

http://www.businessinsider.com/mattis-leadership-talk-2014-7

12. After 17 years, Bill Campbell steps down from Apple’s board; The one-time Apple executive reflects on his long association with the company and its co-founder, Steve Jobs

http://fortune.com/2014/07/17/bill-campbell-apple-intuit-board/

13. How Brooklyn Brewery Tripled Sales In 5 Years Without Traditional Advertising

http://www.businessinsider.com/brooklyn-brewerys-growth-2014-7

14. How To Become So Good They Can’t Ignore You

http://www.businessinsider.com/become-so-good-they-cant-ignore-you-2014-7

15. These Are The Avoidable Mistakes Startup Founders Make Again And Again

http://www.businessinsider.com/avoidable-mistakes-startup-founders-make-2014-7

16. 37 Products With Crazy-High Markups

http://www.businessinsider.com/products-high-markups-2014-7

17. ASTRONOMER: We Think We’re Close To Finding Life On Another Planet; For the first time in history, humanity is within reach of finding Earth-like planets where life exists, but these extraterrestrials may not take the form of intelligent beings

http://www.businessinsider.com/aliens-wont-look-like-et-2014-7

18. Stuart Scott Gives A Powerful Speech About His Battle With Cancer

http://www.businessinsider.com/stuart-scotts-espy-speech-fighting-cancer-2014-7

http://www.youtube.com/watch?v=0Y6hOb0c1yc

http://www.youtube.com/watch?v=-50C_2Q5VO8

19. 5 Warning Signs A Startup Company Is A Terrible Investment

http://www.businessinsider.com/signs-startup-bad-investment-2014-7

20. This German Designer Told Young Steve Jobs His Computers Were Ugly, And What Happened Next Changed Apple Forever

http://www.businessinsider.com/early-apple-designer-hartmut-esslinger-2014-7

21. 13 Tricks For Falling Asleep Faster

http://www.businessinsider.sg/tricks-to-fall-asleep-faster-2014-7/#.U8wHiPmSxqU

22. A Call to Fight Malaria One Mosquito at a Time by Altering DNA

http://www.nytimes.com/2014/07/17/science/a-call-to-fight-malaria-one-mosquito-at-a-time-by-altering-dna.html?ref=science&_r=0

23. Be nice to your germs, they keep you alive

http://www.theage.com.au/technology/sci-tech/be-nice-to-your-germs-they-keep-you-alive-20140719-zua1w.html.html

24. Economics and ethics: Lying commies; The more people are exposed to socialism, the worse they behave

http://www.economist.com/news/finance-and-economics/21607830-more-people-are-exposed-socialism-worse-they-behave-lying-commies

TMT

1. What Qplay Got Right About Curated Content

http://www.forbes.com/sites/stevenrosenbaum/2014/07/19/what-qplay-got-right-about-curated-content/print/

2. (Korea/Tech) – Foreign companies eye Korean mobile game market

http://news.asiaone.com/print/news/asia/foreign-companies-eye-korean-mobile-game-market

3. This Is Why You Shouldn’t Launch Your Startup In Silicon Valley

http://www.businessinsider.sg/dont-launch-a-startup-in-silicon-valley-2014-7

4. Daktronics has become one of the largest makers of sports video displays as teams try to recreate the living room experience in their parks

http://www.nytimes.com/2014/07/20/sports/football/daktronics-plays-outsize-role-as-giant-sports-video-displays-proliferate.html

5. Tech World’s Challenge: Staying New; The paradox of innovation is that creative disrupters, assuming they succeed, eventually are in danger of being the disrupted

http://www.nytimes.com/2014/07/19/upshot/tech-worlds-challenge-staying-new-.html?ref=technology

6. Digital archaeologists dig up internet’s past; In an age in which uninterrupted access to the sum total of human knowledge now seems a given, we’re in paradoxical danger of losing a lot of recent history

http://www.theage.com.au/digital-life/digital-life-news/digital-archaeologists-dig-up-internets-past-20140719-zta4z.html.html

Consumer

1. Potbelly’s Latest Struggles Are A Reminder Of What Chipotle Does Best

http://www.businessinsider.com/potbellys-latest-struggles-are-a-reminder-of-what-chipotle-does-best-2014-7

2. Three Reasons Chick-fil-A Is Destroying KFC

http://www.businessinsider.com/report-chick-fil-a-is-bigger-than-kfc-2014-7

3. Hasbro to Collaborate With 3-D Printing Company to Sell Artwork

http://www.nytimes.com/2014/07/21/business/hasbro-selling-my-little-pony-fan-art.html?ref=business&_r=0

Healthcare

1. Biological Pacemakers: Researchers Have Created Cells That Help The Heart Keep The Perfect Pace

http://www.businessinsider.com/r-gene-therapy-creates-biological-pacemaker-cells-for-the-heart-2014-16

2. Busy Doctors, Wasteful Spending; Why cutting payments to physicians ends up costing money

http://www.nytimes.com/2014/07/21/opinion/busy-doctors-wasteful-spending.html?ref=opinion

 

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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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