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Morning Bamboo Insight: 23 Jul 2014

Morning Bamboo Insight: 23 Jul 2014

Macro

1. (Macro/Tech) – Will The UK Become The World’s Leading Urban Innovation Lab?

http://www.forbes.com/sites/federicoguerrini/2014/07/18/why-the-uk-believes-it-can-become-the-worlds-leading-urban-innovation-lab/print/

2. A horrible, ugly, stressful process’: The five-year legacy of Canada’s auto bailout

http://business.financialpost.com/2014/07/19/a-horrible-ugly-stressful-process-the-five-year-legacy-of-canadas-auto-bailout/

3. A corporate malaise is afflicting the West; Today’s moguls prefer safe takeovers and downsizing to ambitious risk-taking

http://www.telegraph.co.uk/finance/globalbusiness/10973878/A-corporate-malaise-is-afflicting-the-West.html

4. Indesit sale could be wake up call for Italy to support family businesses

http://www.campdenfb.com/article/indesit-sale-could-be-wake-call-italy-support-family-businesses

5. How Russian Hackers Stole the Nasdaq

http://www.businessweek.com/articles/2014-07-17/how-russian-hackers-stole-the-nasdaq

6. Imminent collapse of gigantic fraud Herbalife

http://ftalphaville.ft.com/2014/07/21/1903382/imminent-collapse-of-gigantic-fraud-promised-by-short-seller/

7. Putinism Thrives on Dirty Money; Western leaders ignored Putin’s bad behavior as long as Russian money flowed in. Flight 17 changes all that

http://online.wsj.com/articles/oliver-bullough-putinism-thrives-on-dirty-money-1405984666

8. Money Manager Foiled by Bad Bets: Balestra Capital’s James Melcher, Like Many ‘Macro Traders,’ Is Feeling the Pain This Year

http://online.wsj.com/articles/money-manager-foiled-by-bad-bets-1405988086

Asia Pacific

1. (Korea/Tech) – Korea’s Entrepreneurs Garner Global Validation As Local ‘Startup’ Valuations Soar Into The Billions

http://www.forbes.com/sites/alanmcglade/2014/07/18/koreas-entrepreneurs-garner-global-validation-as-local-startup-valuations-soar-into-the-billions/print/

2. (China) – Expired meat scandal rocks fast food chains across China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140721000120&cid=1103

3. (Korea/Tech) – Seoul to crack down on Uber rides; Seoul may start its own ride-sharing app

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992353

4. (Isia) – Tactical brains behind Prabowo campaign

http://news.asiaone.com/print/news/asia/tactical-brains-behind-prabowo-campaign

5. (Asean) – Rolls-Royces and rags mix on Phnom Penh’s streets

http://www.ft.com/intl/cms/s/0/c5379066-0e59-11e4-b1c4-00144feabdc0.html#axzz38AxO7Peo

6. (Isia) – Indonesian presidential candidate Prabowo Subianto wants a two-week delay in announcing the result of the election to allow investigations into allegations of mass cheating

http://www.channelnewsasia.com/news/asiapacific/prabowo-wants-two-week/1276296.html

7. (Spore) – Monetary Authority of Singapore (MAS) proposed a set of regulations for investments linked to land banks, gold and other physical assets to boost investor protection – following several scams that have left retail investors high and dry

http://www.businesstimes.com.sg/premium/top-stories/regulator-plans-new-rules-shield-investors-20140722

8. (Isia/Msia) – Jitters over Indonesia’s proposed banking bill; Malaysian ownership of Indonesian banks came under the spotlight again following a proposed bill that compels foreign banks to trim their interests to 40%.

http://www.thestar.com.my/Business/Business-News/2014/07/22/Jitters-over-Indonesias-proposed-banking-bill

9. (Isia) – In Indonesia’s Battle With Bootleg Goods, a Very Genuine Economic Toll

http://www.thejakartaglobe.com/business/indonesias-battle-bootleg-goods-genuine-economic-toll/

10. (Isia) – In Golkar, a Party Gravitating Toward Jokowi

http://www.thejakartaglobe.com/news/golkar-party-gravitating-toward-jokowi/

11. (Isia) – Basuki Admits Jakarta Smart Card Not Effective

http://www.thejakartaglobe.com/news/jakarta/basuki-admits-jakarta-smart-card-effective/

12. (Msia) – Najib’s Megabank Seen Challenging HSBC in Sukuk

http://www.thejakartaglobe.com/business/najibs-megabank-seen-challenging-hsbc-sukuk/

Life

1. New Video Games Teach Caring And Compassion

http://www.forbes.com/sites/jordanshapiro/2014/07/19/new-video-games-teach-caring-and-compassion/print/

2. Is Bigger Better? “There is not enough time to debate what are best practices. A company needs to get consistent before they can determine what is best.”

http://www.forbes.com/sites/loracecere/2014/07/18/is-bigger-better/print/

3. 5 Questions To Help You Define Your Leadership Brand

http://www.forbes.com/sites/work-in-progress/2014/07/18/5-questions-to-help-you-define-your-leadership-brand/print/

4. Patterns: How To Predict The Next Big Thing In Business

http://www.forbes.com/sites/cherylsnappconner/2014/07/16/pattern-recognition-how-to-predict-the-next-big-thing-in-business/print/

5. What Rockers Can Teach Entrepreneurs

http://www.forbes.com/sites/ruthblatt/2014/07/17/what-rockers-can-teach-entrepreneurs/print/

6. Four Success Strategies From Failed Business Models

http://www.forbes.com/sites/mitchfree/2014/07/21/four-success-strategies-from-failed-business-models/print/

7. The Fastest Way To Life Success: Vulnerability

http://www.forbes.com/sites/lawtonursrey/2014/07/20/the-fastest-way-to-life-success-vulnerability/print/

8. Podium Power: 7 Steps To A Rock Solid Speech

http://www.forbes.com/sites/rodgerdeanduncan/2014/07/18/podium-power-7-steps-to-a-rock-solid-speech/print/

9. How Do You Recognize A Great Entrepreneur?

http://www.forbes.com/sites/toddhixon/2014/07/18/how-to-recognize-a-great-entrepreneur/print/

10. The CEO Pivot Puzzle; Product definition is a challenge for any startup. But it’s significantly harder for a company that is in an evolving market

http://www.forbes.com/sites/stevenrosenbaum/2014/07/17/the-ceo-pivot-puzzle/print/

  1. Michael Dirda: A Science Fiction Reading List

http://www.forbes.com/sites/johnfarrell/2014/07/20/michael-dirda-a-science-fiction-reading-list/print/

12. Keep Time and Emotion from Killing a Negotiation

http://blogs.hbr.org/2014/07/keep-time-and-emotion-from-killing-a-negotiation/

13. Resentment, Jealousy, Feuds: A Look at Intel’s Founding Team

http://blogs.hbr.org/2014/07/resentment-jealousy-feuds-a-look-at-intels-founding-team/

14. The Industrial Revolution That Never Was; the creation of large-scale factories nearly began not in England, but in Great Britain’s American colonies, 250 years ago. The American version failed miserably

http://blogs.hbr.org/2014/07/the-industrial-revolution-that-never-was/

15. Don’t Sell a Product, Sell a Whole New Way of Thinking; Innovators change the lens through which we see the world; Mental models are how the brain makes sense of the vast amount of information to be processed every moment of every day

http://blogs.hbr.org/2014/07/dont-sell-a-product-sell-a-whole-new-way-of-thinking/

16. You Can’t Be a Great Manager If You’re Not a Good Coach

http://blogs.hbr.org/2014/07/you-cant-be-a-great-manager-if-youre-not-a-good-coach/

17. True leaders are absorbed in something much bigger than self. “One of the signals that a person is in wu-wei is that the person has de, translated as ‘virtue’, ‘power’, or ‘charismatic power.'”

http://blogs.hbr.org/2014/07/lead-without-trying-so-hard/

18. The one trait successful leaders share; An active coper quickly recovers from setbacks, opens up to the people around her and is aware of her own motivations, strengths and shortcomings

http://fortune.com/2014/07/17/successful-leadership-traits/

19. The art of predicting business risks: Why non-experts do it better

http://fortune.com/2014/07/15/the-art-of-predicting-business-risks-why-non-experts-do-it-better/

20. The Problem With Founders; Starting a business may be hard, but scaling a business is where all the value of a company gets built

http://techcrunch.com/2014/07/20/the-problem-with-founders/

21. Norberto Odebrecht, the man who turned his father’s small engineering firm into a construction empire, has died at the age of 93 in his hometown of Salvador, Brazil

http://www.campdenfb.com/article/odebrecht-founder-dies-brazil-aged-93

22. When familial ties force a young next-gen into leadership

http://www.campdenfb.com/article/when-familial-ties-force-young-next-gen-leadership

23. The Secret History Behind The Science Of Stress

http://www.npr.org/blogs/health/2014/07/07/325946892/the-secret-history-behind-the-science-of-stress

24. Why the Myers-Briggs test is totally meaningless

http://www.vox.com/2014/7/15/5881947/myers-briggs-personality-test-meaningless

25. Innovation: Australia can learn some (very) small things from Switzerland

http://www.brw.com.au/p/business/innovation_australia_can_learn_some_6qVXAeLT6kotdrwmqegFvM

TMT

1. When Amazon Acts Like A Start-up: Why Amazon Has Entered The Ebook Subscription Market

http://www.forbes.com/sites/jeremygreenfield/2014/07/18/when-amazon-acts-like-a-start-up-why-amazon-has-entered-the-ebook-subscription-market/print/

2. (Macro/Tech) – Will The UK Become The World’s Leading Urban Innovation Lab?

http://www.forbes.com/sites/federicoguerrini/2014/07/18/why-the-uk-believes-it-can-become-the-worlds-leading-urban-innovation-lab/print/

3. Selling apps, television shows, e-books, music and games through Google Play is becoming a big business for the tech giant. In five years, Google Play has gone from an upstart marketplace for mobile phone apps to a mammoth media hub

http://fortune.com/2014/07/18/the-rise-of-google-play/

4. Illiquid Till Exit: Is the golden era of secondary share sales over for startups?

http://fortune.com/2014/07/21/illiquid-till-exit-golden-era-secondary-share-sales-over-startups/

5. Xiaomi vs Huawei: The showdown of Chinese smartphone brands

http://e27.co/xiaomi-vs-huawei-the-showdown-of-chinese-smart-phone-brands-20140716/

6. (China/Tech) – Alibaba Has Big Hopes for New Big Data Processing Servic

http://english.caixin.com/2014-07-17/100705224.html

7. At EMC, Marriage Requires Investment; EMC’s marriage to VMware has stood the test of time so far. But outside pressure will put the tech giant on the spot to justify the continued relationship

http://online.wsj.com/articles/heard-on-the-street-at-emc-marriage-requires-investment-1405971209

Consumer

1. Tesco has forgotten what it was good at – and Aldi and Lidl have taken advantage; Britain’s biggest retailer has lost connection with customers and focus on price

http://www.telegraph.co.uk/finance/newsbysector/epic/tsco/10979808/Tesco-has-forgotten-what-it-was-good-at-and-Aldi-and-Lidl-have-taken-advantage.html

2. Cheap at sea, pricey on the plate: The voodoo of lobster economics

http://www.theglobeandmail.com/news/national/my-travels-with-larry/article19557387/

Investing Process

1. Sino-Forest CFO fined $700,000 and banned from boards in settlement with Ontario Securities Commission

http://business.financialpost.com/2014/07/21/sino-forest-cfo-fined-700000-and-banned-from-boards-in-settlement-with-ontario-securities-commission/

2. GMO 2Q14 Letter: Free Lunches and the Food Truck Revolution

http://www.gmo.com/websitecontent/GMO_QtlyLetter_2Q14.pdf

Books

1. Books – Trying Not to Try: The Art and Science of Spontaneity

http://www.amazon.com/Trying-Not-Try-Science-Spontaneity/dp/product-description/0770437613/

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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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