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Morning Bamboo Insight: 11 Aug 2014

Morning Bamboo Insight: 11 Aug 2014

Macro

  1. Accounting Rule Makers Diverge on Lease Expensing

http://blogs.wsj.com/cfo/2014/08/08/accounting-rule-makers-diverge-on-lease-expensing/

  1. Why ISIL is worse than al-Qaeda-and any other terrorist group that came before

http://qz.com/246923/why-isil-is-worse-than-al-qaeda-and-any-other-terrorist-group-that-came-before/

Asia Pacific

  1. (China) – For Foreign Executives in China, Rising Concern About Legal Limbo; Risks Include Jail, Detention, Limits on Personal Freedom

http://online.wsj.com/articles/for-foreign-executives-in-china-concern-about-legal-limbo-1407526058?mod=WSJ_LatestHeadlines

  1. (HK/China) – Hurdles for China-Hong Kong Stock Link Up

http://online.wsj.com/articles/hurdles-for-china-hong-kong-stock-link-up-1407485947?mod=yahoo_hs

  1. (Msia) – Billionaire Robert Kuok’s “Massimo” bread, which entered the market in 2011, gained popularity very quickly underpinned by its aggressive pricing strategy and benefited from his ownership of flour mill

http://www.thestar.com.my/Business/Business-News/2014/08/09/High5-white-knights-stand-firm-They-seek-a-turnaround-with-fundamentals-of-the-business-unchanged/

  1. (India) – A Banker Buys India Too Much Slack

http://www.bloombergview.com/articles/2014-08-07/a-banker-buys-india-too-much-slack

  1. (Isia) – Chairul Tanjung Quells Indonesia’s Doubts as Chief Economics Minister

http://www.thejakartaglobe.com/news/chairul-tanjung-quells-indonesias-doubts/

  1. (India) – Big fat Indian weddings get bigger and fatter

http://fortune.com/2014/08/08/indian-weddings/

  1. (China/Macro) – China’s anti-corruption crackdown threatens to spill over into Canada

http://business.financialpost.com/2014/08/08/chinas-anti-corruption-crackdown-threatens-to-spill-over-into-canada/

  1. (China) – The Tricks of China’s Trade

http://www.project-syndicate.org/print/zhang-monan-exposes-the-faulty-data-underlying-china-s-status-as-the-world-s-largest-trading-economy

Life

  1. Networking with Cisco’s John Chambers: The Cisco CEO on ‘Star Trek,’ dyslexia and the importance of failure

http://online.wsj.com/articles/networking-with-ciscos-john-chambers-1407522067

  1. On fund-managers, rats and hermit crabs: reversion to familiar habits under stress

http://emotionalfinance.net/2014/08/03/on-fund-managers-rats-and-hermit-crabs-reversion-to-familiar-habits-under-stress/

  1. How Math Got Its ‘Nobel’: The true story behind the field’s most prestigious award

http://www.nytimes.com/2014/08/10/opinion/sunday/how-math-got-its-nobel-.html?ref=opinion

  1. Taking A Wait-And-See Approach With Disruptive Innovations

http://techcrunch.com/2014/08/08/taking-a-wait-and-see-approach-with-disruptive-innovations/

TMT

  1. PayPal’s vision for a global marketplace

http://www.mckinsey.com/insights/High_Tech_Telecoms_Internet/PayPals_vision_for_a_global_marketplace?cid=DigitalEdge-eml-alt-mip-mck-oth-1408

  1. Big Data’s High-Priests of Algorithms; ‘Data Scientists’ Meld Statistics and Software for Find Lucrative High-Tech Jobs

http://online.wsj.com/articles/academic-researchers-find-lucrative-work-as-big-data-scientists-1407543088

  1. (Tech/India) – Amazon Takes a Long View With $2 Billion India Investment; Q&A: How Amazon Will Spend $2 Billion in India

http://online.wsj.com/articles/amazon-takes-a-long-view-with-2-billion-india-investment-1407474521

http://blogs.wsj.com/indiarealtime/2014/08/08/qa-how-amazon-will-spend-2-billion-in-india/

4. (China/India/Tech) – Arrival of Chinese Phone Brands Sets Stage for Price War in India; Low-Cost Handset Makers Challenge Dominance of Micromax, Karbonn Mobiles

http://online.wsj.com/articles/arrival-of-chinese-phone-brands-sets-stage-for-price-war-in-india-1407493144?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702303800604580078983703611458.html

  1. Many SAP Customers Can’t Make a Business Case for HANA

http://blogs.wsj.com/cio/2014/08/08/many-sap-customers-cant-make-a-business-case-for-hana/?mod=WSJ_hpp_sections_cio

  1. Zulily Calls In-House Software a ‘Differentiator for Competitive Advantage’

http://blogs.wsj.com/cio/2014/08/08/zulily-calls-in-house-software-a-differentiator-for-competitive-advantage/

  1. Lean Principles in the Digital Economy

http://blogs.wsj.com/cio/2014/08/08/lean-principles-in-the-digital-economy/

  1. Taking Stock of Automated Financial Advisers; Online Services Such as Wealthfront and Betterment Charge Far Less Than Traditional Brokerages

http://online.wsj.com/articles/taking-stock-of-automated-financial-advisers-1407519771

  1. (Isia/Tech) – Rise of Fashion E-Commerce in Indonesia; Indonesian retail pioneers in exploring the new world of the online market

http://www.thejakartaglobe.com/features/rise-fashion-e-commerce-indonesia/

  1. (China/Tech) – Alibaba Saga IV: A Crocodile In The Yangtze River

http://www.forbes.com/sites/helenwang/2014/08/07/alibaba-saga-iv-a-crocodile-in-the-yangtze-river/print/

  1. (China/Tech) – Online Education Craze in China Lures Increasingly More VC Money

http://technode.com/2014/08/08/online-education-vc-money/

  1. (Korea/Tech) – Samsung’s restructuring is to cut cost and create tensions

http://news.mk.co.kr/newsReadPrint.php?year=2014&no=1077870

Consumer

  1. How Lego lost its innocence: Child’s play is now big business. Lego abused our trust with cynical marketing and toys that limit development – then it did a deal with Shell

http://www.theguardian.com/commentisfree/2014/aug/08/lego-child-play-big-business-marketing-toys-shell

  1. While farmers in India once left cashew apples to rot, some are now selling them as the source of what Pepsi hopes could be the next coconut water

http://www.nytimes.com/2014/08/09/business/international/cashew-juice-the-apple-of-pepsis-eye.html?ref=business&_r=0

  1. (Asia/Consumer) – Asia is actually 60 per cent of the men’s skincare market and South Korea is actually the biggest men’s skincare market in the world

http://www.brw.com.au/p/entrepreneurs/think_world_biggest_men_skincare_NMPcYDum6t7KNIQ7WwFkBN

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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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