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Morning Bamboo Insight: 30 Jul 2014

Morning Bamboo Insight: 30 Jul 2014

Macro

  1. One-third of people in Europe say they don’t feel European

http://qz.com/241428/one-third-of-people-in-europe-say-they-dont-feel-european/

  1. Stock Market Keeps Its Faith in Humanity; After Years of Losing Ground to Computers, Human-Based Stock Trading Is Holding Its Own

http://online.wsj.com/articles/stock-market-regains-its-faith-in-humanity-1406564845

  1. Meet the SEC’s 6,500 Whistleblowers; People Are Offering Confidential Information Under a Securities and Exchange Commission Program

http://online.wsj.com/articles/meet-the-secs-6-500-whistleblowers-1406591157

  1. Cambodia: Wave of discontent; Hun Sen’s 29-year regime is tottering as a young population, angered by corruption, seeks change

http://www.ft.com/intl/cms/s/0/b01c354e-13f2-11e4-8485-00144feabdc0.html#axzz38oxKFIak

  1. Audit is no longer the chore the board dreads most; There is uncertainty about what risk committees should do, writes Howard Davies

http://www.ft.com/intl/cms/s/0/284b85ca-166d-11e4-8210-00144feabdc0.html#axzz38oxKFIak

6. (Shipping/Macro) – One of the shipping industry’s most influential partnerships is set to end after 19 years, after Tor Olav Trøim said he was stepping down from his role at John Fredriksen’s main holding company

http://www.ft.com/intl/cms/s/0/eae0ec20-1699-11e4-a5c7-00144feabdc0.html#axzz38p3CqhdE

  1. Jaded Argentines brace for looming debt default

http://www.reuters.com/article/2014/07/29/us-argentina-debt-insight-idUSKBN0FY09U20140729

  1. VW set to overtake Toyota as global auto leader

http://www.reuters.com/article/2014/07/29/us-japan-autos-idUSKBN0FY2AM20140729

Asia Pacific

  1. (Korea) – Collusion yet again in Korea: The Fair Trade Commission has imposed $424 million in fines on 28 local builders on charges of colluding on a W3.6tr state project to construct a bullet train network

http://www.koreatimes.co.kr/www/news/opinon/2014/07/202_161847.html

  1. (Australia) – All ovens blazing in Aussie pizza wars; How can small pizzerias capture a slice of the market in the face of the major chains’ $5 pizza deals?

http://www.theage.com.au/small-business/trends/all-ovens-blazing-in-pizza-wars-20140716-3c0ss.html

  1. (Korea) – If making investments in infrastructure in the North becomes possible, Korean companies must be the first.; Japan’s control of the ADB is apparent. Japan overwhelmingly won major projects

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992667

  1. (Australia/Commodities) – Aussie miners shift iron ore price in push back against China

http://www.theage.com.au/business/miners-shift-iron-ore-price-in-push-back-against-china-20140729-zxwzt.html

5. (China) – Policy predictions even harder in China than in a democracy

http://www.ft.com/intl/cms/s/0/db8330c8-1674-11e4-8210-00144feabdc0.html#axzz38p3CqhdE

6. (China) – China Said to Allow Five Regions to Create Bad-Loan Firms

http://www.bloomberg.com/news/print/2014-07-28/china-said-to-allow-five-regions-to-create-bad-loan-firms.html

  1. (China) – China Says Zhou Yongkang, Former Security Chief, Is Under Investigation

http://www.nytimes.com/2014/07/30/world/asia/china-says-zhou-yongkang-former-security-chief-is-under-investigation.html

  1. (China) – Zhou Yongkang: Oil man whose well of power finally ran dry; No safe haven in China’s corruption crackdown

http://news.asiaone.com/print/news/asia/zhou-yongkang-oil-man-whose-well-power-finally-ran-dry

http://www.reuters.com/article/2014/07/30/us-china-corruption-investigation-idUSKBN0FZ01Z20140730

  1. (Msia/Healthcare) – Malaysia tries to parlay appeal to Muslim visitors into medical tourism push

http://www.reuters.com/article/2014/07/29/us-malaysia-medical-idUSKBN0FY2AT20140729

  1. (China) – BBC profile of China’s Billionaire Ex-National Security Chief Investigated For “Serious Disciplinary Violation”

http://www.zerohedge.com/news/2014-07-29/chinas-billionaire-ex-national-security-chief-investigated-serious-disciplinary-viol

http://www.bbc.com/news/world-asia-china-26349305?print=true

  1. (HK) – Is Hong Kong-US Dollar Link About To End? HKMA Buys $715 Million To Support Peg

http://www.zerohedge.com/news/2014-07-29/hong-kong-us-dollar-link-about-end-hkma-buys-715-million-support-peg

  1. (Australia) – Aussie supermarket retailer giant Woolworths trademark maps out financial services ambition

http://www.theage.com.au/business/retail/woolworths-trademark-maps-out-financial-services-ambition-20140730-zy7ak.html

Life

  1. The Cardinal Sins of Innovation Policy

http://blogs.hbr.org/2014/07/the-cardinal-sins-of-innovation-policy/

  1. The Most Important Factor Of Startup Success

http://techcrunch.com/2014/07/28/the-most-important-factor-of-startup-success/

  1. Why Victorinox still screws with the Swiss Army Knife; Keeping sharp through constant innovation: “We Swiss live in a small country with no resources. In the good times we need to prepare for the bad times. Nature has forced us to use our brains.”

http://www.brw.com.au/p/business/why_victorinox_still_screws_with_SWD5e8QqsyV3wpbD5DAVeI

  1. Performance Niches in Trading: The Rage to Master; Greatness is a function of how we approach life; the rage to master is a form of obsession

http://adamhgrimes.com/blog/rage-master/

http://traderfeed.blogspot.co.uk/2014/07/performance-niches-in-trading-rage-to.html

  1. Entrepreneurs’ focus is on livelihood; Four out of 10 new businesses in Korea are started as a means to make a living

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992691&cloc=joongangdaily|home|newslist1

  1. Poll: How introverted are you? The results

http://blog.ted.com/2014/07/14/poll-how-introverted-are-you/

  1. How Old Industries Become Young Again: Five indicators reveal when your sector is about to be transformed by dematurity

http://www.strategy-business.com/article/00270?gko=42973&cid=20140729enews&utm_campaign=20140729enews

  1. When the Caregivers Need Healing

http://www.nytimes.com/2014/07/29/health/when-the-caregivers-need-healing.html?ref=health&_r=0

  1. Just as Dangerous as We Think: “The Norm Chronicles: Stories and Numbers About Danger and Death” is a kinetic trip through the percentages of risk and the primacy of perceptions

http://www.nytimes.com/2014/07/29/health/book-review-the-norm-chronicles.html?ref=health

  1. The Norm Chronicles: Stories and Numbers About Danger and Death

http://www.amazon.com/Norm-Chronicles-Stories-Numbers-Danger/dp/0465085709/

  1. Teaching Teaching: Teachers shouldn’t be learning on the job as they go

http://www.nytimes.com/2014/07/29/opinion/joe-nocera-teaching-teaching.html?ref=opinion

  1. When It’s Cool To Have Nothing: Living a stripped-down life with few possessions is becoming popular – but critics point out that getting rid of stuff looks is a status symbol only if you have stuff to begin with

http://op-talk.blogs.nytimes.com/2014/07/28/when-its-cool-to-have-nothing/?ref=opinion

  1. 6 Ways To Take Care Of Your ‘Mental Hygiene’

http://www.businessinsider.sg/how-to-take-care-of-your-mental-hygiene-2014-7/

  1. 7 Timeless Lessons On Resilience From ‘Philosopher King’ Marcus Aurelius

http://www.businessinsider.sg/marcus-aurelius-meditations-2014-7/

  1. 3 Risks Every Leader Should Take: Be alone. Be misunderstood. Don’t be like everyone else

http://www.businessinsider.sg/risks-every-leader-should-take-2014-7/#.U9dJ4vmSxqU

  1. Tom Hiddleston Sent An Amazing Email To Director Joss Whedon After Reading ‘The Avengers’ Script For The First Time

http://www.businessinsider.sg/tom-hiddlestons-avengers-email-to-joss-whedon-2014-7/#.U9dLqPmSxqU

  1. Are superstar architects, who often work in cities they know little about, creating buildings that don’t mesh well with the surroundings?

http://www.nytimes.com/roomfordebate/2014/07/28/are-the-star-architects-ruining-cities-9

  1. The Creative Art of Selling a Book by Its Cover

http://www.nytimes.com/2014/07/29/books/peter-mendelsund-book-designer-debuts-as-a-writer.html

  1. To Optimize Talent, Sweat the Small Stuff; Lots of little changes aimed at enhancing employee engagement and mindfulness can create a big payoff

http://ww2.cfo.com/analytics/2014/07/optimize-talent-sweat-small-stuff

  1. The Dark Triad at work

http://www.smu.edu.sg/perspectives/2014/07/30/dark-triad-work#.U9hLm_mSxqU

  1. Debunking myths in revitalising Chinese languages

http://www.todayonline.com/print/720741

TMT

  1. Here’s what automakers have to gain from connecting cars to the internet; carmakers will be able to decide whether they really need to honor a warranty claim or whether the problem was the customer’s fault

http://qz.com/240628/heres-what-automakers-have-to-gain-from-connecting-cars-to-the-internet/

  1. (China/Tech) – China’s Baidu follows Google steer with self-driving car

http://www.ft.com/intl/cms/s/0/8b87c5f4-163b-11e4-93ec-00144feabdc0.html#axzz38p3CqhdE

  1. (China/Tech) – UnionPay Said to Hand Payment Firms Hefty Fines over Illegal Operations; Companies were caught charging businesses less than the agreed-upon fees to attract users

http://english.caixin.com/2014-07-28/100709780.html

  1. Facebook to shut down Gifts service in latest e-commerce shift

http://www.reuters.com/article/2014/07/29/us-facebook-gifts-idUSKBN0FY2HQ20140729

  1. Does Your Company Collect Data – Or Hoard It? At what point does a company’s data collection become self-defeating?

http://sloanreview.mit.edu/article/does-your-company-collect-data-or-hoard-it/

Consumer

  1. L’Oréal make-up goes virtual for selfie age

http://www.ft.com/intl/cms/s/0/e980243e-13ee-11e4-8485-00144feabdc0.html#slide0

Healthcare

  1. Drugmakers juggle non-core assets

http://www.ft.com/intl/cms/s/0/94b69be8-1675-11e4-8210-00144feabdc0.html?siteedition=intl#axzz38p3CqhdE

Investing Process

  1. Polycentricity, Self-Governance, and the Art & Science of Association

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2436647

  1. The Shorting Premium and Asset Pricing Anomalies

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2471175

Commodities

 

Energy

 

 

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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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