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Morning Bamboo Insight: 18 Aug 2014

Morning Bamboo Insight: 18 Aug 2014

Macro

  1. Fund managers turn gumshoe as forensic short-selling pays off; “The use of forensic accounting and investigative research techniques is noticeably increasing”

http://www.reuters.com/article/2014/08/12/us-stocks-hedgefunds-forensics-idUSKBN0GC1A120140812

Asia Pacific

  1. (China) – China TV series on Deng stirs questions on political openness

http://www.reuters.com/article/2014/08/12/us-china-censorship-deng-idUSKBN0GC14N20140812

  1. (India) – For some fans of new Indian leader, so far, so disappointing

http://www.reuters.com/article/2014/08/12/us-india-modi-idUSKBN0GC1YM20140812

  1. (India) – India’s Economic Milestone: Maruti Rolls Out People’s Car (1983) and Exit of the MNCs (1977)

http://forbesindia.com/printcontent/38439

http://forbesindia.com/printcontent/38431

  1. (China) – Winemakers, dealers eye short term investments for bigger returns

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1203&MainCatID=12&id=20140816000042

  1. (China) – Infrastructure spending puts China’s local governments in debt

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140816000014&cid=1203

  1. (HK/China) – Li Ka-shing and sons dump assets to cash in RMB80bn ($13bn)

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140815000131&cid=1102

  1. (India) – India’s Homemade Food Crisis: The most significant factor – one that policymakers have long ignored – is that a high proportion of the food that India produces never reaches consumers

http://english.caijing.com.cn/20140813/3654678.shtml

  1. (China) – In Emails to Employees, Gome Executives Take Aim at Online Rivals

http://english.caixin.com/2014-08-13/100716484.html

  1. (China) – Analysts Wonder If China’s Trust Industry Has Reached a Tipping Point

http://english.caixin.com/2014-08-15/100717261.html

  1. (Isia) – Indonesia Slowly Changes Its Attitudes toward Ethnic Chinese

http://english.caixin.com/2014-08-15/100717450.html

  1. (Korea) – Park delivers speech to celebrate 69th anniversary of independence

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1100887&selFlag=&relatedcode=&wonNo=&sID=308

  1. (India) – Modi prioritises factories and toilets in Independence Day speech

http://www.ft.com/intl/cms/s/0/16335128-2438-11e4-be8e-00144feabdc0.html#axzz3AX5sqtzM

Life

  1. The Wisdom of the Exile; Uprooting, if we survive it, can be a philosophical gift

http://opinionator.blogs.nytimes.com/2014/08/16/the-wisdom-of-the-exile/?_php=true&_type=blogs&ref=opinion&_r=0

  1. Reformers misunderstand how central human relationships are to the educational process

http://www.nytimes.com/2014/08/17/opinion/sunday/teaching-is-not-a-business.html?ref=opinion

  1. Carpe diem – seize the day!

http://www.thestar.com.my/Opinion/Columnists/Sunday-Starters/Profile/Articles/2014/08/17/Carpe-diem-seize-the-day-Remember-the-living-for-we-know-not-what-tomorrow-brings/

  1. Take risks and make your own luck: Five tips from self-made billionaire Michael Bloomberg

http://business.financialpost.com/2014/08/15/take-risks-and-make-your-own-luck-bloomberg/

  1. Don’t Let Your Education End at Graduation; Continued Learning is Critical, and There Are Lots of Free Resources

http://online.wsj.com/articles/dont-let-your-education-end-at-graduation-1408234349

  1. David Foster Wallace on Writing, Self-Improvement, and How We Become Who We Are

http://www.brainpickings.org/index.php/2014/08/11/david-foster-wallace-quack-this-way/

  1. Art, Inc.: A Field Guide to the Psychology and Practicalities of Becoming a Successful Artist

http://www.brainpickings.org/index.php/2014/08/12/art-inc-lisa-congdon/

  1. This Simple Strategy Can Turn Small Talk Into A Meaningful Conversation

http://www.businessinsider.sg/turn-small-talk-into-meaningful-conversation-2014-8/#.U-8FePmSxqU

  1. 12 Stephen Hawking Quotes Reveal How A Genius Thinks

http://www.businessinsider.sg/stephen-hawking-quotes-2014-8/#.U-8GBvmSxqU

  1. 30 Years, Warren Buffett Gave Away The Secret To Good Investing And Correctly Predicted No One Would Listen

http://www.businessinsider.sg/warren-buffett-graham-and-doddsville-lecture-2014-8/#.U-8EmfmSxqU

  1. Cheating rife in financial planning

http://www.theage.com.au/business/banking-and-finance/cheating-rife-in-financial-planning-20140815-104gkn.html

  1. Chocolates, Arsenal and Warren Buffett: the 10 priciest stocks in the world

http://www.theage.com.au/business/world-business/chocolates-arsenal-and-warren-buffett-the-10-priciest-stocks-in-the-world-20140815-104hkw.html

  1. Lunch with the FT: Raghuram Rajan; One year on from his appointment, the man credited with spotting the last financial crisis talks about robber-baron capitalism, the Rajan rally

http://www.ft.com/intl/cms/s/2/b049ce16-230e-11e4-a424-00144feabdc0.html#axzz3AX5sqtzM

  1. How to ignite the creative spark: So what inspires the ‘aha!’ moment? And can anybody set out to replicate it in other areas?

http://www.ft.com/intl/cms/s/2/3961d5a8-233d-11e4-a424-00144feabdc0.html#axzz3AX5sqtzM

  1. Failure, Writing’s Constant Companion

http://opinionator.blogs.nytimes.com/2014/08/15/failure-writings-constant-companion/?_php=true&_type=blogs&ref=opinion&_r=0

TMT

  1. Do You Really Need Microsoft Office Anymore? Word, Excel and PowerPoint Alternatives From Google and Apple Have Many of the Same Features, but Microsoft’s Subscription Service Comes With Perks

http://online.wsj.com/articles/do-you-really-need-microsoft-office-anymore-1407873198?mod=Tech_newsreel_1

  1. (China/Tech) – Alibaba Restructures Agreements With Alipay; Move Would Give Chinese Firm Bigger Share of Earnings From Its Financial-Services Affiliate

http://online.wsj.com/articles/alibaba-restructures-agreements-with-alipay-1407880910

  1. HP’s Ramon Baez on How to Be a Successful CIO

http://blogs.wsj.com/cio/2014/08/12/hps-ramon-baez-on-how-to-be-a-successful-cio/?mod=WSJ_TechWSJD_cioJournal

  1. Why It’s Good to Be a “Technology Company”

http://blogs.hbr.org/2014/08/why-its-good-to-be-a-technology-company/

  1. Do high valuations for Uber, Snapchat and BuzzFeed herald a new tech bubble? While some worry that overvaluation of online businesses is a warning sign, others say that this time things will be different

http://www.theguardian.com/technology/2014/aug/17/technology-bubble-uber-snapchat-buzzfeed

  1. A Q&A With SmartThings CEO Alex Hawkinson After Selling To Samsung For $200M

http://techcrunch.com/2014/08/15/a-qa-with-smartthings-ceo-alex-hawkinson-after-selling-to-samsung-for-200m/

  1. (Tech/China) – Shanghai surgeon operates wearing Google Glass

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140815000149&cid=1103

  1. Valuations grow for apps that offer less and less

http://www.ft.com/intl/cms/s/0/f178898e-2482-11e4-ae78-00144feabdc0.html#axzz3AX5sqtzM

  1. Book wars: Amazon’s page turner; The online retailer is accused of bullying publishers but argues its plans will aid the industry

http://www.ft.com/intl/cms/s/0/7a97f3b2-2460-11e4-be8e-00144feabdc0.html#axzz3AX5sqtzM

Consumer

  1. Pity the Potato: The Humble Spud Falls From Grace in the U.S.; Consumption Declines as Americans Cook Less and Fear Carbs

http://online.wsj.com/articles/the-humble-potato-falls-from-grace-1407867055

  1. Why the once worthless chicken wing is now worth billions; “It’s kind of almost like alcohol in the way they can get people to loosen up and have fun.”

http://business.financialpost.com/2014/08/16/why-the-once-worthless-chicken-wing-is-now-worth-billions/

  1. P&G Bets People Will ‘Swash’ Clothes; It’s Not Laundry or Dry Cleaning, but a $500 Machine That Freshens Outfits Quickly

http://online.wsj.com/articles/p-g-bets-people-will-swash-clothes-1407883656

  1. (China/Consumer) – Noodle wars: Uni-President on the ropes as Ting Hsin rolls on; The battle between the two main instant noodle producers in China sees one hemorrhaging money faster than ever

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140816000038

Healthcare

  1. Bubble Market Stunner: Revenueless Biotech Goes Public, Drops, Trades For Six Days, Then Voids Entire IPO

http://www.zerohedge.com/news/2014-08-12/bubble-market-stunner-revenueless-biotech-goes-public-drops-trades-six-days-then-voi

http://online.wsj.com/articles/vascular-biogenics-says-it-didnt-go-public-after-all-1407799783

  1. Cancer and the Secrets of Your Genes; We don’t know enough about which variations lead to disease

http://www.nytimes.com/2014/08/17/opinion/sunday/cancer-and-the-secrets-of-your-genes.html?ref=opinion

Commodities

  1. Joseph Safra, banker seeking a slice of the banana business; The Brazilian took many aback when he set out to buy Chiquita

http://www.ft.com/intl/cms/s/0/b2be9b84-23b0-11e4-be13-00144feabdc0.html#axzz3AX5sqtzM

 

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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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