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Morning Bamboo Insight: 27 Jul 2014

Morning Bamboo Insight: 27 Jul 2014

Macro

1. Why Voters Aren’t Angrier About Economic Inequality

http://www.nytimes.com/2014/07/25/upshot/why-voters-arent-angrier-about-economic-inequality.html?ref=business

2. A Chinese Gold Standard?

http://www.nytimes.com/2014/07/25/opinion/a-chinese-gold-standard-renminbi.html?ref=opinion

Asia Pacific

1. (China) – How the Hammer Falls as China Nails Corruption; Twenty months into a campaign against corrupt leaders, the crackdown is accelerating and the public is in the loop

http://english.caixin.com/2014-07-24/100708615.html

2. (China) – Company secretaries in China earn big bucks

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140725000011&cid=1203

3. (China) – Finance may upset China’s reform efforts

http://news.xinhuanet.com/english/indepth/2014-07/24/c_133508682.htm

4. (India/Isia) – What India’s Arvind Kejriwal can learn from Indonesia’s new president

http://qz.com/239649/what-indias-arvind-kejriwal-can-learn-from-indonesias-new-president/

5. (China) – Where China Goes To Outsource Its Own Soaring Labor Costs

http://www.zerohedge.com/news/2014-07-24/where-china-goes-outsource-its-own-soaring-labor-costs

6. (China) – China’s ageing millions look forward to bleak future

http://news.yahoo.com/chinas-ageing-millions-look-forward-bleak-future-061521065.html;_ylt=A0SO805RptBTt28Av91XNyoA

7. (China) – Focus of Graft Fight Must Move from Party to Nation; a fundamental solution to China’s corruption problem lies in building institutions that command respect across the country

http://english.caixin.com/2014-07-25/100709008.html

8. (India) – Kushagra Bajaj Of India’s Bajaj Group Is Man On A Mission As He Takes It From Sugar To Power

http://www.forbes.com/sites/saritharai/2014/07/23/kushagra-bajaj-of-indias-bajaj-group-is-man-on-a-mission-as-he-it-from-sugar-to-power/print/

Life

1. New Spore: SIA was 1 Minute 44 Seconds From Disaster!

http://www.tremeritus.com/2014/07/24/sia-was-1-minute-44-seconds-from-disaster/

2. Billionaire couple Pan Shiyi and Zhang Xin have faced a deluge of criticism for donating US$15 million (HK$117 million) to Harvard, one of the richest and most prestigious universities in the United States

http://www.thestandard.com.hk/news_detail.asp?we_cat=3&art_id=147718&sid=42682578&con_type=1&d_str=20140725&fc=8

3. Being Powerful Distorts People’s Perception of Time; the more power people have, the more time they feel they have available in their lives

http://www.theatlantic.com/business/print/2014/07/being-powerful-distorts-peoples-perception-of-time/374940/

4. Don’t Teach Math, Coach It

http://www.nytimes.com/2014/07/25/opinion/dont-teach-math-coach-it.html?ref=opinion

5. Books – Building a Better Teacher: How Teaching Works (and How to Teach It to Everyone)

http://www.amazon.com/Building-Better-Teacher-Teaching-Everyone/dp/0393081591

6. Books – Indonesia Etc.: Exploring the Improbable Nation – review

http://www.theguardian.com/books/2014/jul/24/indonesia-etc-exploring-improbable-nation-elizabeth-pisani-review

7. Why Do Americans Stink at Math?

http://www.nytimes.com/2014/07/27/magazine/why-do-americans-stink-at-math.html?_r=0

8. Why Birds Fly In A V-Formation

http://www.businessinsider.sg/why-bird-fly-in-a-v-2014-7/#.U9Jx4_mSxqU

9. Can you care for an elderly parent and still succeed at work?

http://fortune.com/2014/07/24/elderly-parents-work-life-balance/

10. The complete guide to having a creative breakthrough

http://qz.com/238681/the-complete-guide-to-having-a-creative-breakthrough/

11. 3 Ways To Turn Customers Into Rabid Fans

http://www.forbes.com/sites/erikaandersen/2014/07/24/3-ways-to-turn-customers-into-rabid-fans/print/

12. CEOs, Get to Know Your Rivals

http://blogs.hbr.org/2014/07/ceos-get-to-know-your-rivals/

TMT

1. The Next Thing in Farm-to-Table? Mobile Slaughterhouses

http://www.businessweek.com/articles/2014-07-24/the-next-thing-in-farm-to-table-mobile-slaughterhouses

2. (China/Tech) – Xiaomi Unveils a Fresh Chapter in Its Plan to Conquer the World

http://www.businessweek.com/articles/2014-07-22/the-latest-slick-cheap-smartphone-from-xiaomi-chinas-rising-mobile-power

3. The Next Big Thing in Hardware: Smart Garbage

http://bits.blogs.nytimes.com/2014/07/24/the-next-big-thing-in-hardware-smart-garbage/?_php=true&_type=blogs&ref=business&_r=0

4. Do Media Startups Have Staying Power?

http://www.bloombergview.com/articles/2014-03-17/do-media-startups-have-what-it-takes

5. (China/Tech) – Alibaba’s maturity mismatch: To continue offering high yields, Yu’E Bao has started to display classic signs of maturity mismatch. If Yu’E Bao spawns trouble, the applause will not last

http://www.economist.com/blogs/freeexchange/2014/07/chinese-finance

6. (China/Tech) – China’s digital transformation

http://www.mckinsey.com/insights/high_tech_telecoms_internet/chinas_digital_transformation

http://www.mckinsey.com/~/media/McKinsey/dotcom/Insights/High%20Tech%20Telecoms%20Internet/Chinas%20digital%20transformation%20The%20Internets%20impact%20on%20productivity%20and%20growth/Chinas_digital_transformation_Full_report.ashx

7. (Tech) – Facebook is now worth more than Coca-Cola, Disney, Intel

http://qz.com/240540/facebook-is-now-worth-more-than-coca-cola-disney-intel/

8. (China/Tech) – Unplugged and unproductive: Chinese business has been slow to embrace the internet. As it does, productivity should soar

http://www.economist.com/news/business/21608639-chinese-business-has-been-slow-embrace-internet-it-does-productivity-should

9. (China/Tech) – Tencent Holdings Gets Approval for Shenzhen Private Bank; Wenzhou and Tianjin Will Also Get Private Lenders

http://online.wsj.com/articles/tencent-holdings-gets-approval-for-shenzhen-private-bank-1406271241

http://online.wsj.com/articles/heard-on-the-street-baidu-finds-chinas-mobile-money-1406268963?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702304297104580050470798826784.html

Healthcare

1. (China/Healthcare) – China considers traditional Chinese medicine legislation

http://news.xinhuanet.com/english/china/2014-07/24/c_133508656.htm

Investing Process

1. Fujian Nuoqi (1353) chairman and chief executive Ding Hui and his wife Chen Ruiying have absconded with funds, leaving the menswear maker owing huge debts, Sina Finance reported

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=147734&sid=42682884&con_type=1&d_str=20140725&fc=8

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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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