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Evening Bamboo Insight: 30 Jul 2014

Evening Bamboo Insight: 30 Jul 2014

Macro

  1. Aerospace Aftermarket On the Rise; Spares and service demand has marked positive growth in the sector

http://online.barrons.com/news/articles/SB50001424053111903849404580057883763204458

  1. The Family Dollar deal embodies everything wrong with American capitalism

http://qz.com/241505/the-family-dollar-deal-embodies-everything-wrong-with-american-capitalism/

  1. Upstart trading venue IEX may prompt U.S. market rule change

http://www.reuters.com/article/2014/07/30/us-markets-regulations-iexgroup-idUSKBN0FZ09J20140730

  1. Fear of bubbles hides the danger of stagnation; The gloomier economic outlook is that interest rates are low for good reason

http://www.ft.com/intl/cms/s/0/06a6194c-1683-11e4-8210-00144feabdc0.html#axzz38vYpOhrD

  1. Why there is never such a thing as a single true and fair view; The absurdity whereby a fall in a bank’s credit standing becomes a source of profit

http://www.ft.com/intl/cms/s/0/73582ce2-167e-11e4-8210-00144feabdc0.html#axzz38vYpOhrD

  1. Financial window closes for Moscow businesses

http://www.ft.com/cms/s/0/8f054d20-1733-11e4-87c0-00144feabdc0.html#axzz38vbRzwTD

Asia Pacific

1. (Japan) – Investors Should Yen for Japanese Stocks

http://online.wsj.com/articles/investors-should-yen-for-japanese-stocks-1406600582

  1. (China) – Xi Rides the Tiger; The return to one-man rule will bring costs and risks to China

http://online.wsj.com/articles/xi-rides-the-tiger-1406653411

  1. (China) – Default settings in China

http://ftalphaville.ft.com/2014/07/29/1911482/default-settings-in-china/

  1. (India) – Nutrition Is A Silent Emergency In India: Vinita Bali, who recently stepped down as the MD of Britannia Industries, now wants to focus on the creative lateral part of solving social problems

http://forbesindia.com/article/real-issue/nutrition-is-a-silent-emergency-in-india-vinita-bali/38315/1

  1. (India) – How cool! Daikin eyes Indian market using Japanese technology; Daikin, the global leader in ACs, is betting on energy efficient technology and entrepreneurial dealers to succeed in India

http://forbesindia.com/printcontent/38305

  1. (China) – With China’s meat scandal, U.S. burger tycoon faces his biggest test yet

http://business.financialpost.com/2014/07/29/with-chinas-meat-scandal-u-s-burger-tycoon-faces-his-biggest-test-yet/

  1. (Korea) – Restructuring urgent for big Korean companies

http://www.koreatimes.co.kr/www/news/tech/2014/07/133_161893.html

  1. (China) – Will China ever have its own Harvard?

http://www.koreatimes.co.kr/www/news/opinon/2014/07/162_161914.html

  1. (China) – Ending the era of the untouchables

http://www.thestandard.com.hk/news_detail.asp?we_cat=17&art_id=147842&sid=42710162&con_type=1&d_str=20140730&fc=4

  1. (China) – Nobel laureate Thomas Sargent optimistic about Silk Road Economic Belt

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140730000001&cid=1202

  1. (India) – India must tackle bad bank debts to grow; Lenders need to deal with $60bn in problem loans

http://www.ft.com/intl/cms/s/0/a6937546-1348-11e4-8244-00144feabdc0.html#axzz38vYpOhrD

  1. (India) – India struggles to build up infrastructure dream

http://www.ft.com/intl/cms/s/0/a4152f94-1627-11e4-93ec-00144feabdc0.html?siteedition=intl#axzz38vYpOhrD

  1. (Japan) – Sony set to fail Japan index test

http://www.ft.com/intl/cms/s/0/4aa30c62-1706-11e4-8617-00144feabdc0.html#axzz38vYpOhrD

  1. (India) – India’s Tata Group earmarks $35bn for global expansion plan

http://www.ft.com/cms/s/0/7348fea8-179a-11e4-87c0-00144feabdc0.html#axzz38vbRzwTD

  1. (China) – Xi’s ‘tiger’ hunt breaks Communist party taboo; Xi Jinping takes risky path in disposal of ‘tiger’ Zhou Yongkang

http://www.ft.com/intl/cms/s/0/708c3c4e-1735-11e4-b0d7-00144feabdc0.html#axzz38vbzllhl

http://www.ft.com/intl/cms/s/0/f1999c0a-172b-11e4-b0d7-00144feabdc0.html#axzz38vbRzwTD

  1. (China) – China’s Going After Zhou Yongkang For Corruption – Here’s Everyone In His Inner Circle

http://www.businessinsider.sg/zhou-yongkang-political-aides-graphic-2014-7/#.U9iK3PmSxqU

Life

  1. The Power of the Doodle: Improve Your Focus and Memory; Research Shows That Doodling Helps People Stay Focused, Grasp New Concepts and Retain Information

http://online.wsj.com/articles/the-power-of-the-doodle-improve-your-focus-and-memory-1406675744

  1. Sealed Air, the company behind Bubble Wrap, the packing material that never seems to get old

http://online.wsj.com/articles/novelty-of-bubble-wrap-never-seems-to-get-old-1406681390

  1. No CEO Is Special Forever: Their customers might love them, but shareholders not so much

http://online.wsj.com/articles/holman-w-jenkins-no-ceo-is-special-forever-1406675198?mod=Opinion_newsreel_10

  1. How To Start Doing Work You Love And Illuminate The World With It

http://www.forbes.com/sites/kathycaprino/2014/07/29/how-to-start-doing-work-you-love-and-illuminate-the-world-with-it/

  1. How Loneliness Can Make You Sick — and Might Even Kill You

http://op-talk.blogs.nytimes.com/2014/07/29/how-loneliness-can-make-you-sick-and-might-even-kill-you/?ref=opinion

  1. The Former CEO of Ogilvy & Mather on Personal Branding

http://blogs.hbr.org/2014/07/the-former-ceo-of-ogilvy-mather-on-personal-branding/

  1. Beyond technology: Why one Canadian company chooses to innovate the old fashioned way

http://business.financialpost.com/2014/07/28/beyond-technology-why-one-canadian-company-chooses-to-innovate-the-old-fashioned-way/?__lsa=a503-9194

  1. An idiot’s guide to an argument: How to not offend

http://www.brw.com.au/p/leadership/an_idiot_guide_to_an_argument_how_JeaAwt7hjSkMLY4E5GkvYO

  1. A 15th century lesson: In the early 15th century, Korea possessed one of the most revolutionary technologies of its day: printing with moveable type. Although invented in China, Korea was the world’s leader in the application of the technology

http://www.koreatimes.co.kr/www/news/opinon/2014/07/396_161126.html

  1. Contenders for the patron saint of entrepreneurs: The greatest advocates for the entrepreneurial life from the humanities and social sciences; Nietzsche was a fierce proponent of humans living to their full potential, and taking risks in life

http://www.ft.com/intl/cms/s/0/b0532ee4-1651-11e4-8210-00144feabdc0.html#axzz38vYpOhrD

  1. A French revolution in work at O2: Creating jobs has made Guillaume Richard a business celebrity

http://www.ft.com/intl/cms/s/0/e0376352-1654-11e4-93ec-00144feabdc0.html#axzz38vYpOhrD

  1. Ebola stirs noise while silence greets other killers; Both the deadly virus and old scourges can be stopped by long-term strategies

http://www.ft.com/intl/cms/s/0/c3088086-1708-11e4-b0d7-00144feabdc0.html#axzz38vbzllhl

  1. 5 Brilliant Strategies That Make Honda One Of The World’s Most Innovative Companies

http://www.businessinsider.sg/strategies-that-make-honda-innovative-2014-7/#.U9iJKvmSxqU

  1. 5 Tricks To Instantly Appear Competent

http://www.businessinsider.sg/tricks-to-appear-competent-2014-7/#.U9iJaPmSxqU

  1. 22 Quotes By Richard Branson That Take You Inside The Mind Of The Self-Made Billionaire

http://www.businessinsider.sg/quotes-from-richard-branson-2014-7/#.U9iJ3vmSxqU

  1. Fascinating Facts About 10 Of The World’s Best-Selling Products

http://www.businessinsider.sg/10-of-the-worlds-best-selling-items-2014-7/#.U9iKePmSxqU

  1. 9 Subtle Things Leaders Do That Show They Have Integrity

http://www.businessinsider.sg/subtle-things-leaders-with-integrity-do-2014-7/#.U9iLQPmSxqU

  1. The 6th Mass Extinction Could Destroy The Future Of Medicine; The potent and diverse chemicals created by nature might hold the key to better treatments for cancer, many other diseases that stymie doctors – but only if we can reach them in time

http://www.businessinsider.sg/how-climate-change-could-destroy-medicine-2014-4/#.U9iLTPmSxqU

TMT

  1. Cheap Tablets Crack Corning’s Stock; lower-end devices less likely to use Gorilla Glass

http://online.wsj.com/articles/heard-on-the-street-cheap-tablets-crack-cornings-stock-1406657868?mod=yahoo_hs

  1. Researchers Fret as Social Media Lift Veil on Drug Trials; Online Chatter Could Unravel Carefully Built Construct of ‘Blind’ Clinical Trials

http://online.wsj.com/articles/researchers-fret-as-social-media-lift-veil-on-drug-trials-1406687404

  1. For Liberty Global, the Next Step Is the Content: CEO Mike Fries, Chairman John Malone Talk About Media Consolidation

http://online.wsj.com/articles/next-step-for-liberty-global-content-1406667563

  1. (Spore/Tech) – Gaming firm puts S’pore in billion-dollar club

http://business.asiaone.com/print/sme-central/prime-movers/gaming-firm-puts-spore-billion-dollar-club

  1. The New Bazaar: Online Shopping Catches On in India With Buyers and Global Investors

http://dealbook.nytimes.com/2014/07/29/the-new-bazaar-online-shopping-catches-on-in-india-with-buyers-and-global-investors/

  1. How the Internet of Things Changes Business Models

http://blogs.hbr.org/2014/07/how-the-internet-of-things-changes-business-models/

  1. (Australia/Tech) – Patrick Grove’s New York meeting with Rupert Murdoch ahead of REA investment in iProperty

http://www.brw.com.au/p/entrepreneurs/patrick_grove_investment_york_meeting_YavyYngApaByY2S2ohtRWM

  1. (Australia/Tech) – Australian duo turn uni lecture notes into cash: Online service built by an ex-AFL player and a Macquarie Bank employee lets students cash in on their notes

http://www.theage.com.au/digital-life/digital-life-news/australian-duo-turn-uni-lecture-notes-into-cash-20140730-zy2g0.html.html

  1. Why do subscription services still suck? When they do not own the content

http://www.theage.com.au/digital-life/computers/gadgets-on-the-go/why-do-subscription-services-still-suck-20140730-zyilb.html

  1. Chat app Line plans a ‘flash sales’ expansion in SE Asia

http://www.chinapost.com.tw/print/413586.htm

  1. E-Commerce Companies Have A Big Opportunity To Go After The Specialty Food Business

http://www.businessinsider.sg/e-commerce-companies-compete-against-legacy-grocers-on-specialty-food-2014-7/#.U9iK4_mSxqU

Consumer

  1. Celebrities Struggle in Prepaid-Card Business; Fortune Eludes Cards Backed by the Famous as Competition from Big Banks Mounts and Fees Come Under Pressure

http://online.wsj.com/articles/celebrities-struggle-in-prepaid-card-business-1406655667?mod=WSJ_hp_LEFTWhatsNewsCollection

  1. McDonald’s Ruling Sets Ominous Tone for Franchisers; NLRB Decision Will Allow Franchise Workers to Treat McDonald’s as ‘Joint Employer’

http://online.wsj.com/articles/nlrb-decision-could-make-mcdonalds-liable-for-labor-practices-of-franchisees-1406660591

  1. (Consumer/Australia) – Claiming for a cut of the coconut water boom

http://www.brw.com.au/p/business/claiming_for_cut_of_the_coconut_rnkhzC3NAj6juQoH5fgHeI

  1. McDonald’s should be the victim of the Shanghai-based Husi Food scandal involving the supply of expired meat. Instead, McDonald’s here is now perceived in a completely different light

http://www.thestandard.com.hk/news_detail.asp?we_cat=17&art_id=147761&sid=42698716&con_type=1&d_str=20140728&fc=4

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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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