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Morning Bamboo Insight: 09 Aug 2014

Morning Bamboo Insight: 09 Aug 2014

Macro

  1. Once Flashy, Hedge Funds Now Seen as Staid but Consistent

http://dealbook.nytimes.com/2014/08/06/hedge-funds-now-seen-as-unflashy-new-report-says/?_php=true&_type=blogs&emc=edit_dlbkam_20140807&nl=business&nlid=36114517&_r=0

  1. Boeing, United Technologies Stockpile Titanium Parts; U.S. Firms Amass Reserves in Case Ukraine Tensions Affect Russian Titanium Producer

http://online.wsj.com/articles/boeing-united-technologies-stockpiling-titanium-parts-1407441886?mod=rss_whats_news_us

  1. Saudis have lost the right to take Sunni leadership; The kingdom spews out the corrosive poison that helps fuel religion-based fanaticism

http://www.ft.com/intl/cms/s/0/ab1b61c4-1cb6-11e4-b4c7-00144feabdc0.html#axzz39mDKRSze

  1. Viking raiders will bring Norse sense to company votes; Norway’s oil fund readies a raid against complacent boards

http://www.ft.com/intl/cms/s/0/da9a500c-1e20-11e4-ab52-00144feabdc0.html#axzz39mDKRSze

  1. Practice makes imperfect: Even experienced fund managers don’t beat the market

http://www.economist.com/news/finance-and-economics/21611090-even-experienced-fund-managers-dont-beat-market-practice-makes-imperfect

  1. Tilted marine: New techniques show the damage done by subsidies at the heart of global trade

http://www.economist.com/news/finance-and-economics/21611109-new-techniques-show-damage-done-subsidies-heart-global

Asia Pacific

  1. (India) – In cat-and-mouse game, India uncovers new gold smuggling route

http://www.reuters.com/article/2014/08/07/us-india-gold-smuggling-idUSKBN0G70FV20140807

  1. (China) – China’s “Prelude To A Storm” As Record Private Bonds Mature

http://www.zerohedge.com/news/2014-08-06/chinas-prelude-storm-record-private-bonds-mature

  1. (India) – Modi sympathizers among India’s public intellectuals are penning columns oozing disappointment

http://qz.com/246073/modi-sympathizers-among-indias-public-intellectuals-are-penning-columns-oozing-disappointment

  1. (China) – Luxury brands ditch Shanghai Bund

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140807000142&cid=1202

  1. (HK) – Hong Kong tycoon Albert Yeung cleared to sue Google over ‘triad’ link

http://news.asiaone.com/print/news/asia/hong-kong-tycoon-cleared-sue-google-over-triad-link

  1. (China) – In China, Writers Don’t Need Books to Make Big Bucks; Some of Country’s Highest-Paid Authors Write Online-Only Novels Catering to Young Males

http://online.wsj.com/articles/in-china-writers-dont-need-books-to-make-big-bucks-1407423045?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702303800604580076811595203850.html

  1. (China) – M&M’s Rides the Chocolate Wave in China; Mars Inc. to Open Candy Tourist-Attraction Store in Shanghai for Its Popular Brand

http://online.wsj.com/articles/m-ms-rides-the-chocolate-wave-in-china-1407445382?mod=asia_home

  1. (Msia) – Bursa Malaysia has publicly reprimanded and imposed a RM500,000 fine on Melvin Yap Han Khoon and ordered him to be struck off as a trader for engaging in manipulative dealing activities in three securities

http://www.thestar.com.my/Business/Business-News/2014/08/08/Trader-Yap-reprimanded/

  1. (Isia) – Can Indonesian Leadership Change Turn the Tide on Resource Nationalism?

http://www.thejakartaglobe.com/opinion/can-indonesian-leadership-change-turn-tide-resource-nationalism/

  1. (Spore) – 49 years of Singapore’s successes through risks; Republic must continue to manage risks to achieve next phase of growth, safeguard future

http://www.businesstimes.com.sg/premium/editorial-opinion/opinion/49-years-singapores-successes-through-risks-20140808

  1. (China) – China universities’ tuition fees see first hike in 10 years

http://news.asiaone.com/print/news/asia/china-universities-tuition-fees-see-first-hike-10-years

  1. (China) – Upstart in China Rides High on I.P.O. Crest

http://dealbook.nytimes.com/2014/08/07/upstart-in-china-rides-high-on-i-p-o-crest/?ref=business

  1. (Korea) – “Inefficient politics bother economic growth”; Korea’s politics characterized by inefficiency and fighting is the largest stumbling block that blocks the nation’s economic reform

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1074698&selFlag=&relatedcode=&wonNo=&sID=308

  1. (Taiwan) – Two Taiwanese tycoons brought down by ethics issues: Farglory chairman Chao Teng-hsiung and Yuanta chairwoman Judy Tu

http://www.chinapost.com.tw/print/414226.htm

  1. (China) – Tight credit means losses for SMEs in China’s paper industry

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140807000067&cid=1202

  1. (Spore) – Remuneration of Temasek-GIC vs Norwegian sovereign wealth fund

http://www.tremeritus.com/2014/08/08/disclose-100s-of-millions-paid-to-gictemasek-directors-managers/

  1. (Thai) – Thailand’s political future: Five hundred days of dictatorship

http://www.economist.com/blogs/banyan/2014/08/thailands-political-future

  1. (Japan) – After shopping spree, Japanese trading houses take hard look at resources

http://www.reuters.com/article/2014/08/08/us-japan-trading-idUSKBN0G80ZF20140808

  1. (China) – Erasing the Memory of China’s Currency Swoon

http://online.wsj.com/articles/heard-on-the-street-erasing-the-memory-of-chinas-currency-swoon-1407482410

Life

  1. Navigating Innovation’s Perilous First Mile

http://www.strategy-business.com/blog/Navigating-Innovations-Perilous-First-Mile?gko=3f4be

  1. Three Secrets of Organizational Effectiveness: How the practices of “pride builders” can help you develop a high-performance culture

http://www.strategy-business.com/article/00271?gko=d819d

  1. Does Your Company Keep Its Promises? Despite best intentions, many businesses struggle with “commitment drift.”

http://www.strategy-business.com/article/00267?gko=c4691

  1. Should Leaders Be Heroes or Relationship Builders?

http://www.strategy-business.com/blog/Should-Leaders-Be-Heroes-or-Relationship-Builders?gko=2828d

  1. Lead by Doing, Not by Delegating

http://www.strategy-business.com/blog/Lead-by-Doing-Not-by-Delegating?gko=60f2f

  1. Why Christ, Mao And The Buddha Are Making A Comeback In China

http://www.huffingtonpost.com/2014/08/06/china-religion_n_4860813.html

  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

  1. Is Your Company Addicted to Value Extraction? Is your company focused on creating value – or on siphoning it off from others?

http://sloanreview.mit.edu/article/is-your-company-addicted-to-value-extraction

  1. The Best Leaders “Talk the Walk”

http://blogs.hbr.org/2014/08/the-best-leaders-talk-the-walk/

  1. How Urban Ladder climbed atop the furniture business; By scaling down before they scaled up, the two-year-old Urban Ladder has climbed to the top of India’s online furniture retail market

http://forbesindia.com/printcontent/38349

  1. Craig Hanson: Great Entrepreneurs “Simply See Things Differently.”

http://forbesindia.com/printcontent/38274

  1. The wisdom of less: How Procter & Gamble can grow by shrinking

http://fortune.com/2014/08/07/why-pg-can-grow-by-shrinking/

  1. How David Prior grew yoghurt brand five:am to an $80m company in five years

http://www.brw.com.au/p/entrepreneurs/how_david_prior_grew_yoghurt_brand_QmmDkCGV8mDC1sRE6E2lLN

  1. Introspective or Narcissistic?

http://www.nytimes.com/2014/08/08/opinion/david-brooks-introspective-or-narcissistic.html?ref=opinion

  1. Reforming Leviathan: Mandarin lessons; Governments need to rethink how they reward and motivate civil servants

http://www.economist.com/news/leaders/21611068-governments-need-rethink-how-they-reward-and-motivate-civil-servants-mandarin-lessons

TMT

  1. Butt batteries: Scientists store energy in used cigarette filters

http://www.reuters.com/article/2014/08/06/us-cigarette-butts-energy-idUSKBN0G61RP20140806

  1. (China/Tech) – China Cracks Down on Messaging Apps; China Says Rules Aim to ‘Help Build a Clean Cyberspace’ and Safeguard National Security

http://online.wsj.com/articles/china-issues-new-restrictions-on-messaging-apps-1407405666

  1. Netflix now has more subscription revenue than HBO

http://qz.com/245763/netflix-now-has-more-subscription-revenue-than-hbo/

  1. (Korea/Tech) – South Koreans Less Willing Than Chinese to Pay for Smartphone Games

http://blogs.wsj.com/korearealtime/2014/08/07/south-koreans-less-willing-than-chinese-to-pay-for-smartphone-games/

  1. Plot Thickens as 900 Writers Battle Amazon

http://www.nytimes.com/2014/08/08/business/media/plot-thickens-as-900-writers-battle-amazon.html?ref=business

  1. (China/Tech) – Alibaba’s IPO May Herald the End of U.S. E-Commerce Dominance

http://www.businessweek.com/printer/articles/218153-alibabas-ipo-may-herald-the-end-of-u-dot-s-dot-e-commerce-dominance

  1. (China/Tech) – Xiaomi creative destruction may reach beyond China; Xiaomi’s frugal yet funky model may ultimately succeed only in making the smartphone industry a more competitive – and less lucrative – business

http://english.caijing.com.cn/20140806/3645164.shtml

  1. No IPO Needed: Rocket Internet’s Samwer Brothers Become Billionaires On PLDT Investment

http://www.forbes.com/sites/ryanmac/2014/08/07/no-ipo-needed-rocket-internets-samwer-brothers-become-billionaires-on-pldt-investment/print/

Consumer

  1. Italian Coffee Producer Massimo Zanetti Seeks to List Shares

http://dealbook.nytimes.com/2014/08/07/italian-coffee-producer-massimo-zanetti-looks-to-list-shares/?emc=edit_dlbkam_20140807&nl=business&nlid=36114517

Investing Process

  1. In search of the world’s best investment advice

http://www.afr.com/p/national/arts_saleroom/in_search_of_the_world_best_investment_y0pX120BCa4hDjJlWlawUI

Commodities

  1. The GMO Fight Ripples Down the Food Chain; Facing Consumer Pressure, More Firms Are Jettisoning GMOs From Their Foods

http://online.wsj.com/articles/the-gmo-fight-ripples-down-the-food-chain-1407465378?mod=WSJ_hpp_MIDDLENexttoWhatsNewsThird

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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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