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Morning Bamboo Insight: 14 Aug 2014

Morning Bamboo Insight: 14 Aug 2014

Macro

  1. Mergers and acquisitions: When giant deals fail, life rarely goes back to normal

http://www.economist.com/news/business/21611161-when-giant-deals-fail-life-rarely-goes-back-normal-coming-unstuck

  1. US groups ponder the great tax escape

http://www.ft.com/intl/cms/s/0/3157acac-1f14-11e4-9d7d-00144feabdc0.html#axzz39ro3mEbz

  1. How to Get America Moving Again; The world is in turmoil and needs a stronger U.S. It’s time to wake the sleeping giant by taking these specific steps to rev up the economy

http://online.wsj.com/articles/george-p-shultz-how-to-get-america-moving-again-1407536979

Asia Pacific

  1. (Asia) – Neither truth nor justice: Efforts to confront Asian atrocities founder on the rocks of political expediency

http://www.economist.com/news/asia/21611106-efforts-confront-asian-atrocities-founder-rocks-political-expediency-neither-truth-nor

  1. (India) – India’s civil-service exams: The unlevel field; Fights over English speak to deeper problems in education

http://www.economist.com/news/asia/21611150-fights-over-english-speak-deeper-problems-education-unlevel-field

  1. (Msia) – Malaysian politics: What’s Malay for gerrymandering? This year’s delineation of electoral boundaries will determine the future of Malaysian politics

http://www.economist.com/news/asia/21611139-years-delineation-electoral-boundaries-will-determine-future-malaysian-politics-whats

  1. (Thai) – Thailand: Peace, order, stagnation; As the economy stumbles, the junta has an image problem

http://www.economist.com/news/asia/21611133-economy-stumbles-junta-has-image-problem-peace-order-stagnation

  1. (India) – India’s car market shifts up a gear

http://www.ft.com/intl/cms/s/0/b0d2a7d0-1eeb-11e4-ad93-00144feabdc0.html#axzz39ro3mEbz

  1. (China) – Meet China’s Boomerang Kids: One-Third of Graduates Still Rely on Parents, Survey Says

http://blogs.wsj.com/chinarealtime/2014/08/07/meet-chinas-boomerang-kids-one-third-of-graduates-still-rely-on-parents-survey-says/

Life

  1. Leading light: The man who invented the study of corporate leadership, Warren Bennis, died on July 31st aged 89

http://www.economist.com/news/business/21611101-man-who-invented-study-corporate-leadership-warren-bennis-died-july-31st-aged

  1. Unilever: In search of the good business; For the second time in its 120-year history, Unilever is trying to redefine what it means to be a virtuous company

http://www.economist.com/news/business/21611103-second-time-its-120-year-history-unilever-trying-redefine-what-it-means-be

  1. The Guy Who’s Trying To Build The Next Microsoft Wrote This Epic Resignation Letter When He Left Yahoo

http://www.businessinsider.sg/stewart-butterfield-epic-resignation-letter-2014-8/#.U-WqTfmSxqU

  1. How Great Entrepreneurs Think

https://www.linkedin.com/today/post/article/20140731203519-66003538-how-great-entrepreneurs-think?trk=tod-posts-post1-psum

  1. The 13 Best Books The Army Wants Its Leaders To Read

http://www.businessinsider.sg/army-reading-list-2014-8/#.U-Wod_mSxqU

http://www.history.army.mil/html/books/105/105-1-1/CMH_Pub_105-5-1_2014.pdf

  1. Barbie as a role model; Barbie had notched up 150 careers by the age of 50, including dolphin trainer

http://www.ft.com/intl/cms/s/2/40cd9cd8-f867-11e3-815f-00144feabdc0.html#axzz39ro3mEbz

  1. The Youngest Are Hungriest: Why do eldest sons in India overshadow their siblings? Because they’re literally taller

http://www.nytimes.com/2014/08/10/opinion/sunday/the-youngest-are-hungriest.html?emc=edit_th_20140809&nl=todaysheadlines&nlid=36114517&_r=0

8. A Field Guide to Getting Lost: Rebecca Solnit on How We Find Ourselves

http://www.brainpickings.org/index.php/2014/08/04/field-guide-to-getting-lost-rebecca-solnit/

  1. On Doubt

http://www.capitalideasonline.com/articles/index.php?id=4713

  1. Books – Philosophy Bites Back

http://www.amazon.com/Philosophy-Bites-Back-David-Edmonds/dp/0198705964/

  1. Art & Physics: Leonard Shlain on Integrating Wonder and Wisdom

http://www.brainpickings.org/index.php/2014/08/07/art-physics-leonard-shlain/

  1. Books – Bobby Fischer Goes to War: How A Lone American Star Defeated the Soviet Chess Machine

http://www.amazon.com/Bobby-Fischer-Goes-War-American/dp/0060510250/

TMT

  1. Travel websites: David vs two Goliaths; TripAdvisor could challenge the big two providers of online travel services

http://www.economist.com/news/business/21611100-tripadvisor-could-challenge-big-two-providers-online-travel-services-david-vs-two

  1. Why This Extremely Hyped-Up Startup Completely Disappeared For Two Years

http://www.businessinsider.sg/wireless-charging-startup-ubeam-2014-8/#.U-WqrfmSxqU

  1. (China/Tech) – Alibaba Tells Media Watchdog about Tech Magazine’s ‘Organized Extortion’; Net titan says IT Times and an affiliated website are trying to get it to pay to stop negative coverage ahead of New York listing

http://english.caixin.com/2014-08-08/100714755.html

  1. (China/Healthcare/Tech) – Backed by Investors, Chinese Health Apps Flex Muscle

http://english.caixin.com/2014-08-06/100713683.html

  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

Consumer

  1. (China/Consumer) – 5 Ways Starbucks Is Different In China

http://www.businessinsider.sg/how-starbucks-is-different-in-china-2014-8/#.U-WpSvmSxqU

Healthcare

  1. Patents that kill: The patent system encourages pharmaceuticals to pump out drugs aimed at those who have no chance of survival

http://www.economist.com/blogs/freeexchange/2014/08/innovation

Investing Process

  1. Finding Smart Beta in the Factor Zoo

http://www.researchaffiliates.com/Our%20Ideas/Insights/Fundamentals/Pages/223_Finding_Smart_Beta_in_the_Factor_Zoo.aspx

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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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