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Morning Bamboo Insight: 2 Aug 2014

Morning Bamboo Insight: 2 Aug 2014

Macro

  1. Property along Berlin’s former ‘death strip’ lures wealthy buyers

http://www.reuters.com/article/2014/07/31/us-germany-realestate-berlinwall-idUSKBN0G02R920140731

  1. London property may be haven for dirty money

http://www.channelnewsasia.com/news/business/london-property-may-be/1292026.html#

  1. Why accounting standards are getting more complex; They reflect a more complex economic reality, but they can be made more manageable: IASB

http://www.businesstimes.com.sg/premium/top-stories/why-accounting-standards-are-getting-more-complex-20140801

  1. Most hedge funds fail

http://ftalphaville.ft.com/2014/07/31/1913792/most-hedge-funds-fail/

  1. Britain’s new enemies: immigrants and capitalists

http://www.ft.com/intl/cms/s/0/e94743b6-170f-11e4-b0d7-00144feabdc0.html#axzz396dlg7xO

  1. A bubblegum fix for banks will make finance safer; It’s a pity it has taken a financial crisis to force financiers to embrace barcodes

http://www.ft.com/intl/cms/s/0/f1829d5a-170f-11e4-b0d7-00144feabdc0.html#axzz396dlg7xO

Asia Pacific

  1. (China) – China Cultural Revolution ‘hero’ to make $30 mn from IPO

http://business.asiaone.com/print/news/china-cultural-revolution-hero-make-30-mn-ipo

  1. (Spore) – From next year, life insurers in Singapore will have to sell protection up to a sum assured of S$400,000 under a government- mandated direct-purchase scheme – the first in the world

http://news.asiaone.com/print/news/singapore/no-commission-life-insurance-ahead

  1. (Macau/HK) – Macau follows in Hong Kong’s footsteps; In Macau, organisers hope more than 400 people will vote in the unofficial poll on the election of the chief executive, so there will be more than those taking part in the official exercise

http://www.thestar.com.my/Opinion/Columnists/Check-In-China/Profile/Articles/2014/08/01/Macau-follows-in-Hong-Kongs-footsteps/

  1. (Isia) – The Ruinous Pitfalls of a Divided Indonesia

http://www.thejakartaglobe.com/opinion/ruinous-pitfalls-divided-indonesia/

  1. (Philippines) – Skipped Meals Show Pain as Philippine Interest Rate Rise Nears

http://www.thejakartaglobe.com/business/skipped-meals-show-pain-philippine-interest-rate-rise-nears/

  1. (Isia) – From Seed Sovereignty to Food Sovereignty in Indonesia’s Future

http://www.thejakartaglobe.com/business/seed-sovereignty-food-sovereignty-indonesias-future/

  1. (Spore) – Singapore set to criminalise manipulation of financial benchmarks

http://www.out-law.com/en/articles/2014/july/singapore-set-to-criminalise-manipulation-of-financial-benchmarks/

  1. (Taiwan) – Taiwan’s FSC announced plans to impose tighter control on research reports published by analysts at foreign institutional investors

http://www.chinapost.com.tw/print/413749.htm

  1. (HK) – Li Ka-shing cashes in on prison cell-sized flats in HK

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140801000011&cid=1102

  1. (China) – Carmakers slash prices in response to China’s anti-trust campaign

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140731000092&cid=1202

  1. (China/Viet) – Pearl River Delta Manufacturers look to Vietnam

http://english.caijing.com.cn/20140731/3638388.shtml

  1. (China) – In China, More Girls Are on the Way; “Son preference” is slowly fading as China gets more educated

http://www.businessweek.com/printer/articles/216799-in-china-more-girls-are-on-the-way

  1. (China) – Building the Whole Foods of China?

http://www.businessweek.com/articles/2014-07-31/tonys-farm-organic-food-provider-to-chinas-elite

  1. (Korea) – Supercool South Korea!

http://www.businessweek.com/articles/2014-07-31/book-review-the-birth-of-korean-cool-by-euny-hong

  1. (China) – Xi anti-fraud crackdown reduces allure of joining Communist party

http://www.ft.com/intl/cms/s/0/10057a5a-18c7-11e4-933e-00144feabdc0.html#axzz396ksCDlN

  1. (India) – An unloved billionaire: Why Mukesh Ambani, India’s richest man, needs to reform his empire

http://www.economist.com/news/leaders/21610267-why-mukesh-ambani-indias-richest-man-needs-reform-his-empire-unloved-billionaire

Life

  1. Aldous Huxley Vs George Orwell

http://www.zerohedge.com/news/2014-07-30/aldous-huxley-vs-george-orwell

  1. How 4 Successful Entrepreneurs Came Back After Startup Failure

http://www.fastcompany.com/3033745/hit-the-ground-running/how-4-successful-entrepreneurs-came-back-after-startup-failure?partner=newsletter

  1. Henry L Fellowes took an extremely simple idea and turned it into a multi-million dollar enterprise that specialises in boxes, shredders and office products. Fourth gen succeeds the business

http://www.campdenfb.com/article/fellowes-family-thinks-outside-box

http://www.campdenfb.com/article/fourth-gen-succeeds-father-office-supplier-fellowes-inc

  1. The cautionary tale of US supermarket chain Market Basket; family feud prompts staff and customer loyalty to ousted CEO

http://www.campdenfb.com/article/market-basket-family-feud-prompts-staff-and-customer-loyalty-ousted-ceo

  1. Ann Teoh’s long, hard road to success

http://business.asiaone.com/print/career/career-building/ann-teohs-long-hard-road-success

  1. Being lonely at work is bad for business

http://fortune.com/2014/07/29/worker-loneliness/

  1. The End of Theory: The Data Deluge Makes the Scientific Method Obsolete

http://archive.wired.com/science/discoveries/magazine/16-07/pb_theory?_ga=1.173277859.1469363166.1406860472

  1. A new tool tells companies when they’re about to lose their best people

http://qz.com/242663/a-new-tool-tells-companies-when-theyre-about-to-lose-their-best-people/

  1. 15 Research-Backed Ways To Make People Like You

http://www.businessinsider.sg/research-backed-ways-to-make-people-like-you-2014-7/#.U9sETvmSxqU

  1. 7 Timeless Lessons From Bill Gates’ Favorite Business Book

http://www.businessinsider.sg/lessons-in-bill-gates-favorite-book-business-adventures-2014-7/#.U9sGdPmSxqU

  1. 13 Successful Entrepreneurs Share Their Favorite Piece Of Advice

http://www.businessinsider.sg/successful-entrepreneurs-favorite-advice-2014-7/#.U9sH2PmSxqU

  1. How Tesla Went From Near-Failure To Stunning Profitability In Just A Few Years

http://www.businessinsider.sg/the-complete-tesla-story-2014-7/#.U9sHzfmSxqU

TMT

  1. (China/Tech) – Alibaba: 7 Bear Cases Their Bankers May Not Mention To You

http://www.valuewalk.com/2014/07/alibaba-7-bear-cases-their-bankers-may-not-mention-to-you/

  1. (China/Tech) – Xiaomi’s star rises as Chinese handset makers gnaw at Samsung’s share: report

http://www.reuters.com/article/2014/07/31/us-smartphone-sales-idUSKBN0G00SI20140731

  1. (Tech) – In Real Estate Listings Deal With Zillow, Trulia Bears Most of the Risk

http://dealbook.nytimes.com/2014/07/31/in-deal-for-real-estate-listing-trulia-zillow-comes-out-on-top/

  1. How digital is transforming retail: The view from eBay; Does mobile commerce spell the end of traditional stores? Devin Wenig, president of eBay Marketplaces, explains the impact of digitization and why retailers must evolve to survive

http://www.mckinsey.com/insights/consumer_and_retail/how_digital_is_transforming_retail_the_view_from_ebay

  1. Inside the stressed-out, time-crunched patent examiner workforce

http://www.washingtonpost.com/blogs/the-switch/wp/2014/07/31/inside-the-stressed-out-time-crunched-patent-examiner-workforce/

  1. Sensors in Heavy Machinery Signal Need for Better Analytics

http://blogs.wsj.com/cio/2014/07/31/sensors-in-heavy-machinery-signal-need-for-better-analytics/

  1. (Korea/Tech) – Samsung Mutes Calls for Dividend Payouts; The Korean electronics giant left its interim dividend unchanged Thursday, despite earlier promises to boost cash returns

http://online.wsj.com/articles/heard-on-the-street-samsung-mutes-calls-for-payouts-1406795684?mod=yahoo_hs

  1. Teradata chief big on data analytics; There are three “V’s” that drive big data: velocity, variety and volume

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992847&cloc=joongangdaily|home|newslist2

  1. Four paths to business model innovation, and how Amazon has successfully applied them

http://www.brw.com.au/p/leadership/four_paths_successfully_business_kMKy2myViwJGQsTSkOkNWM

  1. (China/Tech) – Qualcomm may face ‘symbolic’ fine for China monopoly

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140731000072&cid=1206

  1. A Shortcut to Cure Big Data Headaches

http://www.businessweek.com/printer/articles/216821-a-shortcut-to-cure-big-data-headaches

  1. Scientists Are Working On A Vision-Correcting Tablet Screen That Would Replace The Need For Reading Glasses

http://www.businessinsider.sg/tablet-screen-replaces-glasses-2014-7/#.U9sHBfmSxqU

  1. (Korea/Tech) – CHART OF THE DAY: Samsung’s Transformation Into A Mobile Company

http://www.businessinsider.sg/chart-of-the-day-samsungs-transformation-into-a-mobile-company-2014-7/#.U9sHwvmSxqU

  1. (India/Tech) – Infosys poised for software reboot; Incoming Infosys chief executive Vishal Sikka plans to move away from “low-cost, mundane” software services and focus on new high-growth business lines

http://www.ft.com/intl/cms/s/0/f1e7735c-18c1-11e4-933e-00144feabdc0.html#axzz396jj8i11

Consumer

  1. (Australia/Consumer) – Is Solomon Lew, the billionaire with the Midas touch, eyeing Myer via Premier?

http://www.theage.com.au/business/is-solomon-lew-the-man-with-the-midas-touch-eyeing-myer-via-premier-20140731-zz4c8.html

  1. (China/Consumer) – Diageo takes £264m hit after China’s luxury goods crackdown; Drinks maker hit by its stake in Shui Jing Fang as sales tumble 78% after government action over baijiu and other brands

http://www.theguardian.com/business/2014/jul/31/diageo-profits-plummet-264m-china-luxury-goods-crackdown

  1. Coke Confronts Its Big Fat Problem

http://www.businessweek.com/articles/2014-07-31/coca-cola-sales-decline-health-concerns-spur-relaunch

Healthcare

  1. Drug pricing: Bitter pill; A hepatitis treatment’s soaring price is prompting the debate that most alarms the industry

http://www.ft.com/intl/cms/s/0/f3ede8ae-189c-11e4-933e-00144feabdc0.html#axzz396dlg7xO

Investing Process

  1. Research – News Dissemination and Investor Attention

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2416318

  1. Research – Ponzis: The Science and Mystique of a Class of Financial Frauds

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2466780

Commodities

  1. High cocoa prices no match for a sweet tooth

http://www.ft.com/intl/cms/s/0/63bbcf7e-180d-11e4-a82d-00144feabdc0.html#axzz396dlg7xO

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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