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Morning Bamboo Insight: 04 Aug 2014

Morning Bamboo Insight: 04 Aug 2014

Macro

  1. The hare gets rich while you don’t. Back the passive tortoise

http://ftalphaville.ft.com/2014/08/01/1914342/the-hare-gets-rich-while-you-dont-back-the-passive-tortoise/

  1. The world calls time on western rules; US and Europe face challenges over global governance

http://www.ft.com/cms/s/0/9205153a-196f-11e4-8730-00144feabdc0.html#axzz39DPu0Qym

  1. Buyers of long-dated index-linked stock are guaranteed to lose money – or at least the purchasing power of their money, since the stock was sold on a negative real yield, the first time Britain’s Debt Management Office pulled this off

http://www.ft.com/intl/cms/s/0/bf0b3682-18b5-11e4-a51a-00144feabdc0.html#axzz39DPu0Qym

  1. Pension consultation is a boom industry in the making; New UK rules will drive more people to ask: ‘How do I get my money?’

http://www.ft.com/intl/cms/s/0/bf0b3682-18b5-11e4-a51a-00144feabdc0.html#axzz39DPu0Qym

  1. The Mars Bar index was invented to track inflation; Soft commodity prices have plunged in the past two years, with wheat down 30%. Cocoa is up 20%, but the chocolate cake is still 15% cheaper to make than in 2012

http://www.ft.com/intl/cms/s/0/bf0b3682-18b5-11e4-a51a-00144feabdc0.html#axzz39DPu0Qym

  1. A Hitchhiker’s Guide to emerging markets

http://www.ft.com/intl/cms/s/0/b4943c3e-17da-11e4-b842-00144feabdc0.html#axzz39DUE4OX3

  1. How the Gherkin was pickled: a tale of debt, risk and ambition; It is one of the world’s most instantly recognisable buildings and a symbol of the global dominance of London’s financial district. Now, it is the ignominious casualty

http://www.ft.com/cms/s/0/63e6190a-1966-11e4-8730-00144feabdc0.html#axzz39DVhrq9h

  1. Fairfax Financial and CEO Prem Watsa probed for insider trading

http://business.financialpost.com/2014/08/01/fairfax-financial-and-ceo-prem-watsa-probed-for-insider-trading/

Asia Pacific

  1. India) – A down-to-earth industrialist takes on the Tata inheritance; The Indian group’s first non-family head must deliver

http://www.ft.com/intl/cms/s/0/10cbc438-17fc-11e4-a82d-00144feabdc0.html#axzz39DPu0Qym

  1. (Thai) – Thailand’s ruling generals have come up a new way to deal with the country’s bulging stockpile of natural rubber: pave the roads with it

http://www.ft.com/cms/s/0/cfe67f78-1885-11e4-933e-00144feabdc0.html

  1. (Philippines) – Philippines hikes interest rates, first time since 2011

http://www.chinapost.com.tw/print/413759.htm

  1. (Australia) – Macquarie Private Wealth: The silver doughnut that left a hole in investors’ nest eggs

http://www.theage.com.au/business/macquarie-private-wealth-the-silver-doughnut-that-left-a-hole-in-investors-nest-eggs-20140801-zzcst.html

5. (China) – Beijing Subway Fares Set to Rise as Gov’t Frets over Crowding, Subsidies; Experts say the move is necessary for safety and economic reasons, but it must be linked to reforms to operators and a more efficient bus network

http://english.caixin.com/2014-08-01/100712032.html

  1. (China) – Well-Known Shanghai Businessman ‘Faces Embezzlement Probe’; Prosecutors link accusations against Wang Songnan to his time at Shanghai Friendship Group and Shanghai Lianhua Supermarket Holding Co. in the 1990s

http://english.caixin.com/2014-07-29/100710417.html

  1. (China) – Land tax probe may collapse property market in coastal cities

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140802000077&cid=1201

8. (China) – Party elders divided on handling of Zhou Yongkang: report

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140802000100&cid=1101

Life

  1. Science of brain signals opens new era for advertising

http://www.channelnewsasia.com/news/business/science-of-brain-signals/1288068.html

  1. Can you find founders before they know they are founders?

http://fortune.com/2014/08/01/data-startup-founders-bloomberg-mattermark/

  1. The Dream Factory: How Putting Kids To Work Helps Them Stay In School; Southwire staffed a plant with troubled teens, who proved that hard work can overcome hard knocks. In the process they pioneered a model for education reform nationwide

http://www.forbes.com/sites/christopherhelman/2014/07/30/the-dream-factory-how-giving-kids-a-job-helps-keep-them-in-school/print/

  1. Billionaire financier Len Blavatnik’s bet on LyondellBasell has netted him a personal profit of nearly $8 billion. He says there’s more to come.

http://www.forbes.com/sites/nathanvardi/2014/07/30/the-greatest-deal-of-all-time/print/

  1. The new way to learn? Brick by brick; Minecraft has made its way into the classroom with MinecraftEdu

http://fortune.com/2014/08/01/minecraft-edu/

  1. Daniel Pink’s 5 Clever Insights About Selling — And LinkedIn

http://www.forbes.com/sites/georgeanders/2014/08/01/dan-pinks-5-clever-insights-about-selling-and-linkedin/print/

  1. Wealthy families want three things. Objective advice, a stable relationship manager, and stability of ownership. The Houghton family of Corning, N.Y., is running its multifamily office like a co-op

http://blogs.barrons.com/penta/2014/08/01/a-family-office-co-op/?mod=BOL_hp_highlight_5

  1. This Is Law School? Socrates Takes a Back Seat to Business and Techl data analytics and business acumen are part of the law school curriculum

http://www.nytimes.com/2014/08/03/education/edlife/socrates-takes-a-back-seat-to-business-and-tech.html?rref=business&module=ArrowsNav&contentCollection=Technology&action=swipe&region=FixedLeft&pgtype=Blogs

  1. Here’s The Thing That ‘Lasting Love’ Is Really About: New research suggests that seeing love as a journey, rather than as a union of soul mates, could help people in how they deal with relationship conflicts

http://www.nytimes.com/roomfordebate/2014/08/01/the-justice-of-argentinas-default?rref=opinion&module=ArrowsNav&contentCollection=Opinion&action=swipe&region=FixedLeft&pgtype=Blogs

  1. Three Myths About the Brain

http://www.nytimes.com/2014/08/03/opinion/sunday/three-myths-about-the-brain.html?ref=opinion

  1. Many Problems Lead to Thoughts of Suicide, Study Finds; Treatment of depression alone may not prevent many suicides among the elderly, a new study suggests

http://newoldage.blogs.nytimes.com/2014/08/01/many-problems-lead-to-thoughts-of-suicide-study-finds/?_php=true&_type=blogs&ref=health&_r=0

  1. Lunch with the FT: Xavier López Ancona; Over empanadas and steak, the Mexican founder of KidZania theme parks talks about consumerism, fun and his country’s ‘terrible’ image abroad

http://www.ft.com/intl/cms/s/2/1bc2e7f6-17e1-11e4-b842-00144feabdc0.html#axzz39DPu0Qym

  1. Charity chief with a mission to transform medical research

http://www.ft.com/intl/cms/s/0/214ef158-17fd-11e4-a82d-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcomment%2Ffeed%2F%2Fproduct#axzz39DPu0Qym

  1. ‘Ming: 50 Years that Changed China’, at the British Museum; A look at a Chinese dynasty with telling parallels to today’s world

http://www.ft.com/intl/cms/s/2/e6c24a0a-1705-11e4-b0d7-00144feabdc0.html#slide0

  1. Xaviel Niel, the telecom billionaire entrepreneur who has challenged the French establishment

http://www.ft.com/intl/cms/s/0/64cd38b2-1975-11e4-8730-00144feabdc0.html#axzz39DVhrq9h

http://in.reuters.com/article/2014/08/01/tmobile-iliad-niel-idINL6N0Q756G20140801

  1. Nike CEO Mark Parker’s Success Secret: Doodling

http://www.businessinsider.sg/doodling-and-success-nike-ceo-mark-parker-2014-8/#.U9yVnfmSxqU

  1. How 16 Of The Oldest Companies On Earth Have Been Making Money For Centuries

http://www.businessinsider.sg/oldest-companies-on-earth-2014-8/#.U9yVd_mSxqU

  1. Ryanair jester Michael O’Leary criticises chairman’s ‘dodgy dress sense’; A case of the highly paid pot and the kettle as Ryanair boss Michael O’Leary takes aim at chairman David Bonderman’s taste in music and fashion

http://www.telegraph.co.uk/finance/comment/citydiary/11003936/City-Diary-Ryanair-jester-Michael-OLeary-criticises-chairmans-dodgy-dress-sense.html

  1. If You’re Always Working, You’re Never Working Well

http://blogs.hbr.org/2014/08/if-youre-always-working-youre-never-working-well/

  1. Businesses must have a system to manage risks

http://www.koreatimes.co.kr/www/news/opinon/2014/08/197_162147.html

  1. Asustek Chairman Jonney Shih (施崇棠) keynote speech “Taiwan’s brand going global” pointed out that companies should take people, technology and business into consideration in order to become respected world-class enterprise

http://www.chinapost.com.tw/print/413843.htm

  1. Why Taco Bell shouldn’t call its workers’ “champions”; “Positiveness is self-limiting because it is constrained by structural inequalities in power: the paradoxical process of mgmt taking action to empower others is itself an exercise of power”

http://www.theatlantic.com/business/print/2014/07/taco-bell-workers-champions/375352/

  1. Books – Poking a Dead Frog: Conversations with Today’s Top Comedy Writers

http://www.amazon.com/gp/product/0143123785

  1. America and the space race: A revealing new history of the Apollo moon landings holds lessons for today

http://www.economist.com/news/united-states/21610336-revealing-new-history-apollo-moon-landings-holds-lessons-today-america-and

  1. It’s gotta bee me: There is a lot of individuality in bumblebee colonies

http://www.economist.com/news/science-and-technology/21610189-there-lot-individuality-bumblebee-colonies-its-gotta-bee-me

TMT

  1. GoPro’s Nick Woodman On Life As Head Of A Public Company And Microsoft’s ‘Mistake’

http://www.forbes.com/sites/ryanmac/2014/08/01/gopros-nick-woodman-on-life-as-head-of-a-public-company-and-microsofts-mistake/print/

  1. The $10bn birth of the trusted deletion industry

http://ftalphaville.ft.com/2014/07/31/1914322/the-10bn-birth-of-the-trusted-deletion-industry/

  1. Zillow and Trulia Merger: Marriage of Convenience; The merger of two real estate Web sites suggests housing’s recovery is peaking as home-price gains slow

http://online.barrons.com/news/articles/SB50001424053111903849404580059083558910698?mod=_newsreel_1

  1. More Online Publishers Let Readers Fill the Space; Media companies are adding technology that allows readers to upload digital material like links, text or video with varying levels of oversight

http://www.nytimes.com/2014/08/02/business/media/more-online-publishers-are-letting-readers-fill-the-space.html?ref=business

  1. Amazon Wants Cheaper E-Books. But Should It Get to Enforce Prices?

http://bits.blogs.nytimes.com/2014/08/01/amazon-wants-cheaper-ebooks-but-should-it-get-to-enforce-prices/?ref=business

  1. Pity the robot drivers snarled in a human moral maze; Robotic cars do not get tired, drunk or angry but there are bound to be hiccups

http://www.ft.com/intl/cms/s/0/e79f8626-17fb-11e4-a82d-00144feabdc0.html#axzz39DPu0Qym

  1. (India/Tech) – Indian ecommerce site Flipkart raises $1bn which values the business at $7bn; Flipkart founders ready to ‘grow up’; Flipkart Vs Amazon: The great Indian e-commerce challenge

http://www.ft.com/intl/cms/s/0/ff8c565c-1976-11e4-9745-00144feabdc0.html#axzz39DVhrq9h

http://www.ft.com/intl/cms/s/0/c3d1d222-1719-11e4-8617-00144feabdc0.html#axzz39DVhrq9h

http://articles.economictimes.indiatimes.com/2014-08-01/news/52327472_1_binny-bansal-myntra-letsbuy

http://blogs.wsj.com/indiarealtime/2014/03/07/online-shopping-surge-pushes-flipkart-sales-to-1-billion/

  1. Iliad founder sets off on $15bn US odyssey; Even the French elite hail Niel’s audacity on T-Mobile

http://www.ft.com/intl/cms/s/0/a4f91086-1903-11e4-933e-00144feabdc0.html#axzz39DVhrq9h

  1. Here’s Why 3-D Printing Is Still A Niche Product In Enterprise

http://www.businessinsider.sg/3-d-printing-a-niche-product-in-enterprise-2014-8/#.U9yVfPmSxqU

  1. There can be no monopoly on creativity and entertainment; Some argue that combining Time Warner and Fox will stifle innovation and creativity in television

http://www.telegraph.co.uk/finance/comment/jeremy-warner/11006557/There-can-be-no-monopoly-on-creativity-and-entertainment.html

  1. (India/Tech) – These four charts lend perspective to Flipkart’s ambition to be a $100 billion company

http://qz.com/242886/these-four-charts-lend-perspective-to-flipkarts-ambition-to-be-a-100-billion-company/

  1. The Billion-Dollar Startup Club

http://graphics.wsj.com/billion-dollar-club/

  1. GE brings the ‘Internet of Things’ to the factory floor

http://www.washingtonpost.com/business/on-it/ge-brings-the-internet-of-things-to-the-factory-floor/2014/08/01/8b78cd74-176c-11e4-85b6-c1451e622637_story.html

  1. People analytics: ‘Moneyball’ for human resources

http://www.washingtonpost.com/business/people-analytics-moneyball-for-human-resources/2014/08/01/3a8fb6ac-1749-11e4-9e3b-7f2f110c6265_story.html

Consumer

  1. Global Fashion Powerhouses: Most leading fashion and lifestyle brands are owned by a handful of companies (Infographics)

http://forbesindia.com/printcontent/38353

  1. Up to 100 brands to go as P&G declutters

http://www.ft.com/intl/cms/s/0/dff37c2c-1970-11e4-9745-00144feabdc0.html#axzz39DUE4OX3

  1. Coke is about to start spying on your soda habits at home

http://qz.com/243300/cokes-new-partnership-with-keurig-is-going-to-feed-it-troves-of-data/

Healthcare

  1. Start-Ups Work on Biotech Drugs for Pets; Entrepreneurs hope to develop innovative drugs for dogs and cats like those that have revolutionized the treatment of diseases like cancer in people

http://www.nytimes.com/2014/08/02/business/biotechnology-for-treating-dogs-and-cats.html?ref=business&_r=0

  1. Why Crucial Vaccines Are Sometimes Unavailable

http://www.nytimes.com/2014/08/01/upshot/why-crucial-vaccines-are-sometimes-unavailable.html?ref=health

Investing Process

  1. Research – The Multinational Advantage

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1933777

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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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