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Morning Bamboo Insight: 31 Jul 2014

Morning Bamboo Insight: 31 Jul 2014

Asia Pacific

  1. (China) – China Probe of Ex-Security Chief Cracks Immunity for Elite Families; Takedown of Zhou Yongkang Sets Potential Precedent as It Goes After His Relatives

http://online.wsj.com/articles/china-probe-of-ex-security-chief-cracks-immunity-for-elite-families-1406719244

  1. (India/Japan) – Could India Be Japan Inc.’s Next Big Investment Target?

http://blogs.wsj.com/economics/2014/07/29/could-india-be-japan-inc-s-next-big-investment-target/

  1. (Japan) – Saving Abenomics; Abe has rolled out a tranche of corporate-governance reforms that give institutional investors greater sway over management. This marks a new transmission mechanism for spreading corporate earnings through the economy

http://online.wsj.com/articles/joseph-sternberg-saving-abenomics-1406736728

  1. (China) – China’s Campaign Against Leftovers; To Beijing, declining marriages is not just a demographic concern -it’s a national crisis.

http://online.wsj.com/articles/anjie-zheng-chinas-campaign-against-leftovers-1406736849

5. (Korea) – S. Korean ‘Choco Pie’ balloons launched into North

http://news.asiaone.com/print/news/asia/s-korean-choco-pie-balloons-launched-north

  1. (Msia) – Norwegian fund Norges allots RM800mil to invest in Malaysian small, mid-cap stocks

http://www.thestar.com.my/Business/Business-News/2014/07/31/Norges-allots-RM800mil-for-small-midcap-stocks/

  1. (Philippines) – Who Believes Philippines Are Worth Fighting For?

http://www.thejakartaglobe.com/opinion/believes-philippines-worth-fighting-william-pesek/

  1. (Spore) – No-commission life insurance up ahead in Singapore

http://www.businesstimes.com.sg/premium/top-stories/no-commission-life-insurance-ahead-20140731

  1. (China) – Microsoft Aspirations in China Meets Perilous Climate prone to protectionism, unpredictable laws and unreliable suppliers.

http://www.businessweek.com/news/2014-07-29/microsoft-latest-company-finding-china-climate-arduous

10. (Spore) – S’pore’s savvy tax strategy keeps economy vibrant; This sets it apart from other jurisdictions regularly identified as tax havens

http://www.businesstimes.com.sg/premium/editorial-opinion/opinion/spores-savvy-tax-strategy-keeps-economy-vibrant-20140731

Life

  1. Tony Fernandes on driving ASEAN entrepreneurship

http://www.mckinsey.com/insights/public_sector/Tony_Fernandes_on_driving_ASEAN_entrepreneurship?cid=other-eml-alt-mip-mck-oth-1407

  1. The best performers do orders of magnitude better than the average, but how do you get them to work for your company?

http://ww2.cfo.com/hiring/2014/07/hire-simply-best

  1. Entrepreneurs are misunderstood; Unless we appreciate the value they create we can’t appreciate their contribution to society

http://www.theage.com.au/small-business/entrepreneur/entrepreneurs-are-misunderstood-20140723-3cecw.html

  1. The secret to Warren Buffett’s success: Charlie Munger; Munger is known for running a tight ship and training his executives on the “why” principle. This why-led strategy is responsible for the famous resurgence of Apple

http://www.theage.com.au/small-business/startup/the-secret-to-warren-buffetts-success-20140716-3c1ll.html

  1. Dilmah’s founder Merrill Fernando’s idea to produce and sell single-origin pure Ceylon tea helped to stop the trend towards the commoditisation of tea

http://www.thestar.com.my/Business/SME/2014/07/31/Tea-leads-to-philanthropy-Planters-success-allows-him-to-venture-on-to-bigger-things/

TMT

  1. Amazon Ups the Ante in India With $2 Billion Investment; Amazon Ups the Ante in India With $2 Billion Investment

http://online.wsj.com/articles/amazon-to-invest-2-billion-in-india-1406700828

2. (China/Tech) – Alibaba in Talks to Invest in Snapchat; New Round of Financing Could Value the Messaging App at $10 Billion

http://online.wsj.com/articles/alibaba-in-talks-to-invest-in-messaging-app-snapchat-1406746438

  1. (China/Tech) – Alibaba Entertains Chinese Willingness to Pay; Chinese Consumers Aren’t Accustomed to Paying for Home Entertainment

http://online.wsj.com/articles/heard-on-the-street-alibaba-entertains-chinese-willingness-to-pay-1406709568

  1. (China/Korea/Tech) – Is Huawei Eating Samsung’s Lunch?

http://blogs.wsj.com/digits/2014/07/30/is-huawei-eating-samsungs-lunch/

  1. Tech Companies’ Secret Weapon: Animal Logos

http://blogs.wsj.com/digits/2014/07/30/tech-companies-secret-weapon-animal-logos/

Consumer

  1. In New Zealand, All Eyes on Milk Prices; Dairy forms the backbone of the New Zealand economy, representing around 25% of exports

http://blogs.wsj.com/economics/2014/07/30/in-new-zealand-all-eyes-on-milk-prices/

  1. As Sales Flag Abroad, Coke Refocuses on Home Turf; Old Playbook May Not Work When Americans Are Rethinking Soda Consumption

http://online.wsj.com/articles/as-sales-flag-abroad-coke-refocuses-on-home-turf-1406765563

Healthcare

  1. World Ebola fears grow, with Europe and Asia on alert

http://www.channelnewsasia.com/news/health/world-ebola-fears-grow/1289770.html

  1. Drug-resistant malaria spreading fast in Southeast Asia

http://www.channelnewsasia.com/news/health/drug-resistant-malaria/1289992.html

Investing Process

  1. East Coast Asset Management Q2 Letter – Horse in Motion

http://cdn1.valuewalk.com/wp-content/uploads/2014/07/East-Coast-Q2-2014-Letter_-Horse-in-Motion.pdf

  1. Research – Opting Out of Good Governance

http://www.nber.org/papers/w19953

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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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