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Morning Bamboo Insight: 24 Jul 2014

Morning Bamboo Insight: 24 Jul 2014

Macro

1. Countries can thrive without creating tech billionaires

http://www.ft.com/intl/cms/s/0/82122018-0e62-11e4-a1ae-00144feabdc0.html#axzz38G7rspZt

2. Middle age catches up with StanChart

http://www.ft.com/cms/s/0/c9dd6912-1104-11e4-94f3-00144feabdc0.html#axzz38GR1yF9f

3. Seeking to ease threats, SEC is poised to end $1 a share for some riskier money-market funds

http://www.foxbusiness.com/markets/2014/07/23/seeking-to-ease-threats-sec-is-poised-to-end-1-share-for-some-riskier-money/

Asia Pacific

1. (Korea) – Depressed Koreans, encouraged by the increasingly stifling atmosphere of Korean society, in which competition is intensifying, the crime rate is rising and the traditional family structure is collapsing

http://news.asiaone.com/print/news/asia/depressed-koreans

2. (Isia) – Jokowi: From bamboo shack to the presidential palace

http://news.asiaone.com/print/news/asia/jokowi-bamboo-shack-presidential-palace

3. (Korea) – Samsung’s First Family Struggles to Keep Grip on Company; “It was the cross shareholding structure that made it all possible for Chairman Lee and his family to control Samsung with a tiny stake,”

http://www.bloomberg.com/news/print/2014-07-22/inside-the-lee-family-s-struggle-to-keep-grip-on-samsung.html

4. (Korea) – South Korea Invites Foreigners to “Imagine Your Korea”, the spearhead for the country’s attempts to bring in 20 million tourists to the country – almost double the 12 million foreign visitors came in 2013

http://blogs.wsj.com/korearealtime/2014/07/22/south-korea-invites-foreigners-to-imagine-your-korea/

5. (China) – Luxury-Car Makers Attract Scrutiny in China; Economic-Planning Agency Speaks With Manufacturers About Consumer Complaints

http://online.wsj.com/articles/mercedes-picks-up-the-pace-in-china-1406012109

6. (Isia) – Living Dangerously in Indonesia; An election dispute risks becoming an assault on democracy

http://online.wsj.com/articles/living-dangerously-in-indonesia-1406047894

7. (Msia) – Vun, 6 others charged with rigging in Malaysia’s DVM Tech shares

http://www.thestar.com.my/Business/Business-News/2014/07/23/Seven-said-to-have-created-false-market-in-trading-of-DVM-Technology-shares/

8. (Japan) – Japan’s convenience store giants leave smaller rivals in dust

http://www.japantimes.co.jp/news/2014/07/22/business/corporate-business/convenience-store-giants-leave-smaller-rivals-dust/#.U88ggPmSxqU

9. (India/Healthcare) – Strand Life Sciences: Bringing Genetic Tests To The Average Customer

http://forbesindia.com/printcontent/38240

10. (India/Tech/Healthcare) – CitiusTech: Pioneers Of Health care Analytics

http://forbesindia.com/printcontent/38250

11. Hong Kong-Shanghai equities ‘through-train’ on track

http://www.ft.com/intl/cms/s/0/93579c80-113d-11e4-b116-00144feabdc0.html#axzz38G7rspZt

12. (Japan/Tech) – Wacom Launches Bamboo Paper On Android, Windows 8 And Kindle Fire

http://techcrunch.com/2014/07/22/wacom-launches-bamboo-paper-on-android-windows-8-and-kindle-fire/

13. (Isia) – A Child of the Slum Rises as President of Indonesia

http://www.nytimes.com/2014/07/23/world/asia/joko-widodo-populist-governor-is-named-winner-in-indonesian-election.html

14. (Japan) – Japan readies fuel cell subsidies in bet on Toyota’s next big thing

http://www.reuters.com/article/2014/07/23/us-japan-autos-fuelcells-idUSKBN0FS19420140723

15. (Isia) – Prabowo’s intransigence leads to self-humiliation

http://news.asiaone.com/print/news/asia/prabowos-intransigence-leads-self-humiliation

16. (Korea) – High-income earners with post-secondary education degrees in South Korea feel less obligated to support their parents, a study conducted by Yonsei University found

http://news.asiaone.com/print/news/asia/high-income-earners-less-obligated-support-parents

17. (Thai) – Thailand mulls end of free medical services for most 49 million Thais

http://news.asiaone.com/print/news/asia/thailand-mulls-end-free-medical-services-most

Life

1. “Authenticity Is As Rare As A Unicorn In Today’s Politically-Motivated Markets”

http://www.zerohedge.com/news/2014-07-22/authenticity-rare-unicorn-todays-politically-motivated-markets

2. The Top 100 Financial History Books As Voted By The Museum Of Finance

http://www.valuewalk.com/2014/07/financial-history-books

3. Tuning In: Improving Your Listening Skills; How to Get the Most Out of a Conversation

http://online.wsj.com/articles/tuning-in-how-to-listen-better-1406070727?mod=WSJ_hpp_MIDDLE_Video_Top

4. Expressing Your Vulnerability Makes You Stronger

http://blogs.hbr.org/2014/07/expressing-your-vulnerability-makes-you-stronger/

5. No-Excuse Leadership Lessons from a Marines Captain

http://www.forbes.com/sites/work-in-progress/2014/07/22/no-excuse-leadership-lessons-from-a-marines-captain/print/

6. Intent is important to bring about change

http://forbesindia.com/blog/accidental-investor/intent-is-important-to-bring-about-change/

7. When the time comes to fire the founder; As a company grows, its very success often exposes the founder’s lack of managerial skills

http://www.ft.com/intl/cms/s/0/51195410-10ea-11e4-b116-00144feabdc0.html#axzz38G7rspZt

8. SEEK’s Andrew Bassat takes aim at ‘gutless’ CEOs

http://www.brw.com.au/p/leadership/seek_andrew_bassat_takes_aim_at_genIxlZlbCwDj3tnYJsHnI

9. Why Chasing ‘Extrinsic Goals’ Can Wreck Your Happiness

http://www.businessinsider.sg/extrinsic-goals-are-an-obstacle-to-happiness-2014-7/#.U89FF_mSxqU

TMT

1.

 

Consumer

1. As Cereal Slips, a New Battle Over Breakfast Dollars; Kellogg Gets Squeezed by McDonald’s, Taco Bell as Tastes Shift to High-Protein Foods

http://online.wsj.com/articles/as-cereal-slips-a-new-battle-over-breakfast-dollars-1406053467?mod=WSJ_hp_Asia_EditorsPicks

2. Craving fresh over fake: How the growing trend is making waves in packaged foods

http://business.financialpost.com/2014/07/22/craving-fresh-over-fake-how-the-growing-trend-is-making-waves-in-packaged-foods/

Healthcare

  1. (India/Healthcare) – Strand Life Sciences: Bringing Genetic Tests To The Average Customer

http://forbesindia.com/printcontent/38240

2. (India/Tech/Healthcare) – CitiusTech: Pioneers Of Health care Analytics

http://forbesindia.com/printcontent/38250

3. A Dearth in Innovation for Key Drugs

http://www.nytimes.com/2014/07/23/business/a-dearth-of-investment-in-much-needed-drugs.html?ref=business

4. Apps have wide role in disease management

http://www.ft.com/intl/cms/s/0/5923518c-0b5f-11e4-9e55-00144feabdc0.html#axzz38G7rspZt

5. Mojang: smash-hit ‘Minecraft’ maker; The Swedish start-up behind the low-tech graphics game

http://www.ft.com/intl/cms/s/2/0283b57c-10ca-11e4-b116-00144feabdc0.html#axzz38G7rspZt

6. Amazon is building the retail world’s most unbreachable “moat”-and it’s called Prime

http://qz.com/237933/amazon-is-building-the-retail-worlds-most-unbreachable-moat-and-its-called-prime/

Investing Process

1. The Fine Art Of Picking Hidden Gems in India

http://forbesindia.com/printcontent/38244

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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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