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Morning Bamboo Insight: 08 Aug 2014

Morning Bamboo Insight: 08 Aug 2014

Macro

  1. Capital Group Bets on a Different Kind of Tech; Firm’s recent filing to launch nontransparent actively managed ETFs is a wager on new distribution technology

http://news.morningstar.com/articlenet/article.aspx?id=659594&

  1. World will have 13 ‘super-aged’ nations by 2020

http://www.ft.com/intl/cms/s/0/f356f8a0-1d8c-11e4-8f0c-00144feabdc0.html#axzz39gWMsOOH

  1. Risk culture must change to protect financial system; Key causes of past financial crises are being forgotten

http://www.ft.com/intl/cms/s/0/5991c892-19a1-11e4-b06c-00144feabdc0.html#axzz39gWMsOOH

  1. A critical autumn nears for EM currencies

http://www.ft.com/intl/cms/s/0/99e72382-1d3a-11e4-8b03-00144feabdc0.html#axzz39gWMsOOH

  1. Older firms increasingly dominate our economy. It challenges the conventional wisdom that the Internet’s relentless advance attests to the economy’s underlying vitality

http://www.washingtonpost.com/opinions/robert-samuelson-where-have-all-the-entrepreneurs-gone/2014/08/06/e01e7246-1d7c-11e4-82f9-2cd6fa8da5c4_story.html?wpisrc=nl_opin&wpmm=1

Asia Pacific

  1. (China) – China’s Top Stock Fund Sees 15% Rally on Graft Crackdown

http://www.bloomberg.com/news/print/2014-08-05/china-s-top-stock-fund-sees-15-rally-on-graft-crackdown.html

  1. (China) – Is China No Longer a Copycat?

http://www.forbes.com/sites/williambrent/2014/08/06/is-china-no-longer-a-copycat/print/

3. (India/Consumer) – Caravan Craft adds dose of ethnic, global styles to offer unique merchandise

http://forbesindia.com/printcontent/38347

  1. (India) – India’s Narendra Modi confounds devotees and detractors alike

http://www.ft.com/intl/cms/s/0/8aeab4d2-1cb5-11e4-b4c7-00144feabdc0.html#axzz39gZPNZkF

  1. (Korea) – Of 200 KOSPI-listed companies, 46 are subject to tax on excess corporate cash holdings

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1070794&selFlag=&relatedcode=&wonNo=&sID=308

  1. (Korea) – Cross-shareholding structures halve at S. Korea conglomerates

http://news.mk.co.kr/english/newsRead.php?sc=30800016&cm=Finance&year=2014&no=1068874&selFlag=sc&relatedcode=&wonNo=&sID=308

  1. (Korea) – S. Korea’s 400 richest own $445mn on average

http://news.mk.co.kr/english/newsRead.php?sc=30800003&cm=Economy&year=2014&no=1060967&selFlag=sc&relatedcode=&wonNo=&sID=308

  1. (Korea) – Korean Ministry outlines 3-pronged corporate tax plan targeting two primary goals: making excess corporate cash reserves flow into households and reducing the tax burden on the middle class

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2993146&cloc=joongangdaily|home|top

  1. (China) – China’s latest anti-trust probes revive protectionism concerns

http://www.reuters.com/article/2014/08/07/us-china-antitrust-idUSKBN0G70VA20140807

  1. (Isia) – Jokowi tested as parties want in

http://news.asiaone.com/print/news/asia/jokowi-tested-parties-want

Life

  1. Here Is The Mathematical Equation That Can Predict What Will Make You Happy

http://www.forbes.com/sites/daviddisalvo/2014/08/06/what-makes-you-happy-captured-in-an-equation/print/

  1. Understanding ‘target’ market helps brand globalization

http://www.koreatimes.co.kr/www/news/biz/2014/08/123_162479.html

  1. Quote of the day: “Clutter is taking a toll on both morale and productivity. Ability to think creatively fell markedly if working days were punctuated with meetings. They did far better if left to focus on their projects without interruption

http://signalvnoise.com/posts/3768-clutter-is-taking-a-toll-on-both-morale-and

  1. The sudden death of the English Academy; The internet is destroying language standardization

http://www.ft.com/intl/cms/s/0/427838da-1bc2-11e4-adc7-00144feabdc0.html#axzz39gWMsOOH

  1. 10 Extremely Wealthy Tech Executives Who Choose To Live Frugally

http://www.businessinsider.sg/10-frugal-tech-executives-2014-8/#.U-MiKPmSxqU

  1. Dilbert Creator: The Financial Industry Is The World’s Biggest Scam

http://www.businessinsider.sg/scott-adams-advisors-make-stocks-risky-2014-8/

http://www.dilbert.com/blog/entry/how_to_make_more_money_in_stocks/

  1. 22 Quotes That Take You Inside Albert Einstein’s Revolutionary Mind: “The aim [of education] must be the training of independently acting and thinking individuals who, however, see in the service to the community their highest life problem.”

http://www.businessinsider.sg/22-quotes-from-albert-einstein-2014-8/#.U-MjtvmSxqU

  1. Why implementation matters: How important is the way you implement a major change effort? We surveyed more than 2,000 global executives to find out-and to learn from the best

http://www.mckinsey.com/insights/operations/Why_implementation_matters?cid=other-eml-alt-mip-mck-oth-1408

TMT

  1. (China/Tech) – Priceline Expands China Options With Ctrip Investment

http://www.bloomberg.com/news/print/2014-08-06/priceline-investing-500-million-in-ctrip-travel-agency.html

  1. (Korea/Tech) – Pantech calls for help as big S Korean rivals dominate

http://www.ft.com/intl/cms/s/0/de14620c-1d46-11e4-8b03-00144feabdc0.html#axzz39gWMsOOH

  1. (China/Tech) – Amid Xiaomi frenzy, China’s smartphone market undergoes a revolution

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140807000040&cid=1206

  1. Aiming to Be the Netflix of Books

http://www.nytimes.com/2014/08/07/technology/personaltech/aiming-to-be-the-netflix-of-books.html

Healthcare

  1. TCM trial for stroke survivors

http://yourhealth.asiaone.com/print/content/tcm-trial-stroke-survivors

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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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