Advertisements

Morning Bamboo Insight: 17 Aug 2014

Morning Bamboo Insight: 17 Aug 2014

Macro

  1. A Crisis a Century in the Making: The Arab world is still trying to sort out the unfinished business of the Ottoman Empire

http://www.nytimes.com/2014/08/11/opinion/a-crisis-a-century-in-the-making.html?ref=opinion

  1. Finance: The FICC and the dead; Banks’ once-mighty trading businesses are humbled. Will a return of volatility to the markets revive them?

http://www.ft.com/intl/cms/s/0/e2e7e170-1e3e-11e4-bb68-00144feabdc0.html#axzz3A8WRQ5S3

  1. Equity research undergoes big structural changes as a result of regulation, which is hitting at the investment banking model and playing into the hands of independent groups

http://www.ft.com/intl/cms/s/0/3175922a-2145-11e4-a958-00144feabdc0.html#axzz3A8WRQ5S3

  1. SEC Launches Examination of Alternative Mutual Funds

http://online.wsj.com/articles/sec-has-launched-examination-of-alternative-mutual-funds-1407874463

Asia Pacific

  1. (Japan) – How to profit from Japan’s ‘revolution’: An economic overhaul is underway in Japan aimed to put investors’ interests first. Can you benefit?

http://www.telegraph.co.uk/finance/personalfinance/investing/funds/11025388/How-to-profit-from-Japans-revolution.html

  1. (China) – Official suicides reflect China’s “psychological pressure”

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140811000009&cid=1103

  1. (China) – Majority of provinces refuse to lay bare number of ‘naked officials’; China is conducting a cross-country investigation of “naked officials,” with a focus on Fujian province, and will complete the task by the end of August

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140811000007&cid=1103

  1. (China) – China’s Power Politics: Xi Jinping’s war against corruption is being conducted in a “you-die-I-live” world where losers risk forfeiting far more than their jobs

http://www.nytimes.com/2014/08/12/opinion/chinas-power-politics.html?ref=opinion&_r=0

  1. (India) – A shock to Delhi’s durbar culture: Modi is discouraging his ministers from excessive socialising in the capital, lest they be seen as too cosy with special interests

http://www.ft.com/intl/cms/s/2/9f35fabc-2144-11e4-b96e-00144feabdc0.html#axzz3A8WRQ5S3

  1. (Msia) – State leadership crisis could split Malaysia’s opposition

http://www.reuters.com/article/2014/08/12/us-malaysia-opposition-idUSKBN0GC0UA20140812

  1. (Japan) – Drop a coin, grab a snack: Kiosk-in-a-box spreads in Japan

http://www.reuters.com/article/2014/08/12/us-japan-office-snacks-idUSKBN0GC09W20140812

  1. (China) – How One Police Chief Built a Graft Network over Four Decades in Power

http://english.caixin.com/2014-08-11/100715432.html

  1. (Thai) – Thai Military Rulers Look to Past For Answers on Economy; Government-Led 1980s Boom Seen as a Model

http://online.wsj.com/articles/thailands-military-rulers-look-to-past-for-solutions-to-economy-1407820419

  1. (Myanmar) – Myanmar in Talks to Get First Credit Rating; Rating Could Pave Road to Eventual Debut Global-Bond Sale

http://online.wsj.com/articles/myanmar-in-talks-to-get-first-credit-rating-1407838691?mod=asia_home

  1. (China) – Shanghai Prosecutor Approves Arrest of Former Bright Food Chairman; Wang Zongnan’s Arrest Is Latest Fall of Top Executive Because of Suspected Corruption

http://online.wsj.com/articles/shanghai-prosecutor-approves-arrest-of-former-bright-foods-chairman-1407839216

  1. (China) – Anxiety Is Local in China’s Property Woes

http://online.wsj.com/articles/anxiety-is-local-in-chinas-property-woes-1407834397

Life

  1. Korean Catholicism marked by volatile history

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2993388&cloc=joongangdaily|home|top

  1. The Funny Story Of How Robin Williams Inspired Christopher Reeve To Embrace Life

http://www.businessinsider.sg/robin-williams-made-christopher-reeve-laugh-after-paralysis-2014-8/#.U-mL-PmSxqU

  1. Nassim Taleb Outlines Every Sin To Remember On One Card

http://www.businessinsider.sg/nassim-taleb-sins-to-remember-2014-8/#.U-mMWPmSxqU

  1. In Scenario Planning, Shell Shows the Way; Authors Wilkinson and Kupers bring insider perspective to a model strategic approach

http://www.garp.org/risk-news-and-resources/2013/august/in-scenario-planning-shell-shows-the-way.aspx?altTemplate=PrintStory

  1. Why 6 p.m. is the toughest time to be a good parent; “Gradually increasing fatigue from unremarkable activities can lead to systemic moral failure. Even ethical people can’t avoid it.”

http://www.fastcompany.com/3034269/second-shift/why-6-pm-is-the-toughest-time-to-be-a-good-parent

TMT

  1. (Australia/Tech) – Online orders help Domino’s Pizza deliver sizzling result

http://www.theage.com.au/business/online-orders-help-dominos-pizza-deliver-sizzling-result-20140812-102zpu.html

  1. (Korea/Tech) – Sharing economy triggers controversy in S. Korea; Kozaza, a company offering sharing accommodation at South Korea’s traditional housing Hanok, when the KTO launched the ‘Hanok Stay’ website

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1086086&selFlag=&relatedcode=&wonNo=&sID=308

  1. Will 3-D Printers Change the World?

http://www.nytimes.com/roomfordebate/2014/08/11/will-3-d-printers-change-the-world?ref=opinion

  1. Bridges to span Amazon’s dominance

http://www.ft.com/intl/cms/s/0/bf8ac71c-1f31-11e4-9689-00144feabdc0.html#axzz3A8WRQ5S3

  1. (China/Tech) – Carlyle Invests in Chinese Classified Ad Site Ganji.com

http://dealbook.nytimes.com/2014/08/12/carlyle-invests-in-chinese-classified-ad-site-ganji-com

  1. (Tech/Healthcare) – Apple prepares Healthkit rollout amid tangled regulatory web

http://www.reuters.com/article/2014/08/12/us-apple-healthcare-exclusive-idUSKBN0GC09K20140812?feedType=RSS&feedName=technologyNews

Consumer

  1. (China/Consumer) – China made McDonald’s and Yum Brands give up one of their most guarded secrets

http://qz.com/247463/china-made-mcdonalds-and-yum-brands-give-up-one-of-their-most-guarded-secrets/

Healthcare

  1. Tactic in Alzheimer’s Fight May Be Safe, Study Finds

http://well.blogs.nytimes.com/2014/08/11/absence-of-gene-may-help-fight-alzheimers-study-finds/?ref=health

  1. How Bionic Ears Have Changed People’s Lives

http://www.businessinsider.sg/life-changing-cochlear-implants-2014-8/#.U-mMofmSxqU

Investing Process

  1. The “Big Tent” of Value Investing: Approaches, Lessons, Ideas by John Mihaljevic of Manual of Ideas in Trani

http://cdn1.valuewalk.com/wp-content/uploads/2014/08/john-mihaljevic-vis14.pdf

Energy

  1. Kinder Morgan’s RIch Kinder, The Man Who Made $1.5 Billion In A Morning Just Did So By Outsmarting All Of Wall Street

http://www.businessinsider.sg/rich-kinder-just-outsmarted-all-his-doubters-2014-8/#.U-mLpfmSxqU

 

 

Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: