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Evening Bamboo Insight: 06 Aug 2014

Evening Bamboo Insight: 06 Aug 2014

Macro

  1. Managers should ask themselves: what would Carl Icahn see?

http://www.ft.com/intl/cms/s/0/babeb858-1bb0-11e4-9db1-00144feabdc0.html?siteedition=intl#axzz39Tzztfi8

  1. Germany seeks to limit investor protection to save trade deal

http://www.ft.com/intl/cms/s/0/bcb8ab98-1bdb-11e4-adc7-00144feabdc0.html#axzz39Tzztfi8

  1. Fund managers: Assets or liabilities? Regulators worry that the asset-management industry may spawn the next financial crisis

http://www.economist.com/news/finance-and-economics/21610297-regulators-worry-asset-management-industry-may-spawn-next-financial

  1. FCA bans sale of financial product to retail investors for first time; City regulator uses new power to block contingent covertible securities, or CoCos, which it called highly risky and untested

http://www.theguardian.com/business/2014/aug/05/fca-bans-sale-financial-product-retail-investors-first-time

  1. The inequality debate avoids asking who is harmed

http://www.ft.com/intl/cms/s/0/b46a586e-1be6-11e4-9db1-00144feabdc0.html#axzz39ZlCXz8X

  1. Corporate acquirors take early aim at their target’s investors

http://www.ft.com/intl/cms/s/0/19f3121c-1420-11e4-9acb-00144feabdc0.html#axzz39Zm7qMSg

Asia Pacific

  1. (China) – Anti-graft campaign is not all it seems; Nature of Chinese justice undermines Xi’s corruption drive

http://www.ft.com/intl/cms/s/0/2ebe2150-1970-11e4-8730-00144feabdc0.html#axzz39Tzztfi8

  1. (Thai) – Thai junta bans computer game simulating dictatorship

http://news.asiaone.com/print/news/asia/thai-junta-bans-computer-game-simulating-dictatorship

  1. (China) – Investors Stung by Losses After Exiting Struggling Property Fund in China; Stake Bought for $120 Million in 2008 Recently Sold for Less Than $49.8 Million

http://online.wsj.com/articles/investors-stung-by-losses-after-exiting-struggling-property-fund-in-china-1407234183?mod=_newsreel_5

  1. (Japan) – Toyota Steps Off Currency Accelerator; Profit Growth Slowed Sharply as Yen Stopped Falling

http://online.wsj.com/articles/heard-on-the-street-toyota-steps-off-currency-accelerator-1407234776

  1. (China) – Elites Tremble as Xi Cleans House; Even After Top-Level Takedown, Antigraft Purges Aren’t Losing Steam

http://online.wsj.com/articles/elites-tremble-as-xi-cleans-house-1407222978?mod=asia_home

  1. (China) – Profile: Wang Qishan, China’s anti-corruption tsar; ‘Chief of the fire brigade’: Mr Wang’s willingness to say what he thinks is what first endeared him to party leaders

http://www.ft.com/intl/cms/s/0/bb14b9c4-1bce-11e4-9db1-00144feabdc0.html

  1. (Korea) – Part-time policy creates low-quality jobs in SKorea

http://news.asiaone.com/print/news/asia/part-time-policy-creates-low-quality-jobs-skorea

  1. (India) – India Is Luring Real-Estate Investors Again; Stronger Economy, Political Changes Have Foreigners Returning After Financial Crisis

http://online.wsj.com/articles/india-is-luring-real-estate-investors-again-1407263766?mod=WSJAsia_hpp_LEFTTopStories

  1. (Korea) – Royce: South Korea’s Influence on Asia is Hard to Ignore

http://www.roycefunds.com/insights/2014/08/south-korea-influence-asia-hard-ignore

  1. (HK) – Royce: Hong Kong: A Rich Market for Long-Term Investors

http://www.roycefunds.com/insights/2014/07/hong-kong-rich-market-long-term-investors

  1. (Japan) – Royce: Why We’re Optimistic About Japanese Micro-Caps

http://www.roycefunds.com/insights/2014/05/why-optimistic-about-japanese-micro-caps

  1. (Msia) – Bank mergers in Malaysia get difficult

http://www.thestar.com.my/Business/Business-News/2014/08/06/Bank-mergers-get-difficult-Pairing-of-lenders-in-Malaysia-will-become-unpredicta/

  1. (Japan) – Corporate governance – The next catalyst for Japanese equities: Columbia Management

http://blog.columbiamanagement.com/corporate-governance-the-next-catalyst-for-japanese-equities

  1. Singapore Real Estate Billionaire Koh Wee Meng Seeks Safer Ground In Australia

http://www.forbes.com/sites/forbesasia/2014/07/23/property-developer-koh-wee-meng-seek-terrain-in-australia/print/

  1. (India) – How SREI Infra recovered money from Kingfisher Airlines

http://forbesindia.com/printcontent/38339

  1. (Korea) – Major Korean conglomerates shy on dividend payouts

http://www.koreatimes.co.kr/www/news/biz/2014/08/127_162368.html

  1. (Asia) – Asia’s Next Crisis Is a Flood of Debt

http://www.thejakartaglobe.com/opinion/asias-next-crisis-flood-debt/

  1. (Australia) – How Australia’s best mid-market businesses think and act global

http://www.brw.com.au/p/business/mid-market/how_australia_best_mid_market_businesses_mdeKiTUy4DdyNzggV3rMQO

  1. (Korea) – S. Korea manufacturing industry facing ‘perfect storm’

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1066610&selFlag=&relatedcode=&wonNo=&sID=308

  1. (Korea) – Time to Take Down Korea’s Stumbling Giants

http://www.bloombergview.com/articles/2014-07-31/time-to-take-down-korea-s-stumbling-giants

  1. (HK) – Confidence in HK’s mandatory provident fund schemes reached a nadir last month; 24 percent of the respondents, aged between 18 and 64, said they had “zero confidence” in the retirement protection scheme

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=148073&sid=42752295&con_type=1&d_str=20140806&fc=4

  1. (India) – Confidence in India’s state lenders shaken by bribery scandal

http://www.ft.com/intl/cms/s/0/479968d4-1c99-11e4-98d8-00144feabdc0.html#axzz39Zm7qMSg

  1. (Thai) – Thai unrest knocks GM off course in Asean

http://www.ft.com/intl/cms/s/0/1bbb90d0-1c75-11e4-98d8-00144feabdc0.html#axzz39Zm7qMSg

  1. (Korea) – South Korean Shipyard Workers Wear Robo-Suits For Super-Strength

http://www.businessinsider.sg/daewoo-robotic-exoskeletons-2014-8/#.U-GYlvmSxqU

  1. (Asia) – Innovation blowback: Disruptive management practices from Asia

http://www.mckinsey.com/insights/innovation/innovation_blowback_disruptive_management_practices_from_asia

Life

  1. Wall Street CEO Gives His Employees 10 Life Lessons He Wants Them All To Learn This Summer

http://www.businessinsider.sg/jefferies-dick-handler-life-lessons-2014-8/#.U-BRv_mSxqU

  1. 7 Management Strategies From Some Of History’s Greatest Generals

http://www.businessinsider.sg/war-strategies-for-management-2014-8/#.U-BSSPmSxqU

  1. For Honda, Waigaya Is the Way; At the Japanese auto giant Honda, unplanned, agenda-free meetings are ubiquitous and indispensable

http://www.strategy-business.com/article/00269?gko=48bd9&cid=20140805enews&utm_campaign=20140805enews

  1. “Guardians of The Galaxy” Director James Gunn On His Path To Big-Budget Filmmaking: Remember Who You’re Creating For and Why

http://www.fastcocreate.com/3033473/then-and-now/guardians-of-the-galaxy-director-james-gunn-on-his-path-to-big-budget-filmmakin

  1. In Canada, a Feud Divides the Irving Family Empire: A schism is growing within the once tight-knit and still powerful Irving family business

http://online.wsj.com/articles/in-canada-a-feud-divides-the-irving-family-empire-1407205802

  1. Books – World Right Side Up: Investing Across Six Continents

http://www.amazon.com/World-Right-Side-Investing-Continents/dp/1118171403

  1. 11 Ways You Can Finally Stop Procrastinating

http://www.businessinsider.sg/how-to-stop-procrastinating-2014-8/#.U-EAQPmSxqU

  1. ‘Guardians Of The Galaxy’ Director Writes Awesome, Heartfelt Letter To Fans

http://www.businessinsider.sg/guardians-of-the-galaxy-director-james-gunns-letter-to-fans-2014-8/#.U-EAWfmSxqU

  1. How to Develop Your Personal Presence on Social Media and in Real Life; Presence, a Mix of How You Look, How You Communicate and How You Behave, Influences Your Social Stature and Ability to Climb the Ranks

http://online.wsj.com/articles/how-to-develop-your-personal-presence-on-social-media-and-in-real-life-1407279919

  1. Venture Capitalists Get Paid Well to Lose Money

http://blogs.hbr.org/2014/08/venture-capitalists-get-paid-well-to-lose-money/

http://www.kauffman.org/~/media/kauffman_org/research%20reports%20and%20covers/2012/05/we%20have%20met%20the%20enemy%20and%20he%20is%20us(1).pdf

  1. The Crooked Ladder: The criminal’s guide to upward mobility

http://www.newyorker.com/magazine/2014/08/11/crooked-ladder

  1. Rising Above Illness & Misfortune in a bamboo-thatched house

http://www.thejakartaglobe.com/features/rising-illness-misfortune/

  1. How to build your personal brand, with Ogilvy & Mather chair Shelly Lazarus

http://www.brw.com.au/p/leadership/lazarus_shelly_build_your_personal_mzhxVPSxpzmSLgAKiq4lrK

TMT

  1. University students are cashing in on lecture and texbook notes by selling them online using a new service

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

  1. (China/Tech) – Alibaba Has a Computing Cloud, and It’s Growing, Too

http://bits.blogs.nytimes.com/2014/08/04/alibaba-has-a-computing-cloud-and-its-growing-too/

  1. (Korea/Tech) – Samsung’s Cellphone Foothold in Asia Is Challenged; Local Carriers in China and India Outpace South Korean Technology Giant

http://online.wsj.com/articles/samsungs-cellphone-foothold-in-asia-challenged-1407241638

  1. (Media/Tech) – Gannett becomes the latest media firm to split its print, TV assets

http://fortune.com/2014/08/05/gannett-spin-off-publishing/

  1. (China/Tech) – China’s phone makers fear Qualcomm retaliation after probe

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1206&MainCatID=12&id=20140805000150

  1. The Dark Age Of Enterprise Software Is Ending

http://techcrunch.com/2014/08/05/the-dark-age-of-enterprise-software-is-ending/

  1. Newspapers Press On, on Their Own: Gannett Is Latest Media Giant Splitting in Two, Separating Publishing From TV

http://online.wsj.com/articles/newspapers-press-on-on-their-own-1407281083

  1. Shoppers Are Fleeing Physical Stores

http://online.wsj.com/articles/shoppers-are-fleeing-physical-stores-1407281362?mod=_newsreel_2

  1. (China/Tech) – Alibaba and Tencent step up rivalry in apps market

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140805000108&cid=1206

  1. (China/Tech) – Continued rapid growth tests Xiaomi’s R&D strength; “Xiaomi now has an R&D team of 1,800 members, covering the fields of hardware, MIUI, cloud-end services, TV, set-top boxes, and e-commerce”

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1206&MainCatID=12&id=20140805000113

Consumer

  1. Why Coke’s experiment with vitaminwater turned sour

http://qz.com/244483/why-cokes-experiment-with-vitaminwater-turned-sour/

Healthcare

  1. Christofer Toumazou’s ‘lab on a chip’ makes preventing illness possible; Greek-Cypriot engineer wins European inventor award for USB device that decodes patient’s DNA within minutes outside a lab

http://www.theguardian.com/business/2014/jul/27/christopher-toumazou-lab-chip-dna-european-inventor-award

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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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