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Morning Bamboo Insight: 19 Aug 2014

Morning Bamboo Insight: 19 Aug 2014

Macro

  1. Fears of Renewed Instability as Fed Ends Stimulus

http://www.nytimes.com/2014/08/16/business/fears-of-renewed-instability-as-fed-ends-stimulus-program.html?ref=economy

  1. Inside the Dark, Lucrative World of Consumer Debt Collection

http://www.nytimes.com/interactive/2014/08/15/magazine/bad-paper-debt-collector.html?ref=business

Asia Pacific

  1. (Asia) – Analysis: Promise of more keeps investors hooked on Asia’s frothy markets

http://www.reuters.com/article/2014/08/18/us-markets-asia-analysis-idUSKBN0GI02R20140818

  1. (Korea) – POSCO is moving to prevent any further rise of Hyundai Steel, an affiliate of the Hyundai-Kia motor group, and has found an ally in SeAh Besteel to boost its efforts

http://www.koreatimes.co.kr/www/news/biz/2014/08/123_163066.html

  1. (Isia) – Yudhoyono Delivers Swan Song to House Ahead of Independence Day

http://www.thejakartaglobe.com/news/yudhoyono-delivers-swan-song-house-ahead-independence-day/

  1. (China) – China to audit government land income in corruption fight – paper

http://uk.reuters.com/article/2014/08/16/uk-china-corruption-land-idUKKBN0GG04320140816

  1. (China) – China Fishes for Growth with World’s Largest Aquarium

http://www.thejakartaglobe.com/international/china-fishes-growth-worlds-largest-aquarium/

  1. (Isia) – Indonesia Seeks to Cut Logistics Costs

http://www.thejakartaglobe.com/business/state-seeks-cut-logistics-costs/

  1. (India) – Indian Businesses Await Changes to Raj Era Labor Laws

http://www.thejakartaglobe.com/business/indian-businesses-await-changes-raj-era-labour-laws/

  1. (Isia) – Editorial: Independence From Graft and Ignorance; For hundreds of years the Dutch colonial authorities taught Indonesia’s elite how to steal the wealth of their own people

http://www.thejakartaglobe.com/opinion/editorial-independence-graft-ignorance/

  1. (Isia) – Sixty-Nine Years On, Sovereignty Still Eludes Indonesia

http://www.thejakartaglobe.com/news/sixty-nine-years-sovereignty-still-eludes-indonesia/

  1. (China) – Five Things China Hasn’t Changed In Five Years

http://www.forbes.com/sites/ralphjennings/2014/08/16/five-things-china-hasnt-changed-in-five-years/print/

  1. (Isia) – Indonesia Lawmakers Draft Bill to Slash Foreign Ownership of Plantations

http://www.thejakartaglobe.com/business/indonesia-lawmakers-draft-bill-slash-foreign-ownership-plantations/

 

  1. (China) – ‘Paris Syndrome’ Drives Chinese Tourists Away

http://www.bloomberg.com/news/print/2014-08-14/the-paris-syndrome-drives-chinese-tourists-away.html

  1. (China) – Between Truth and TV: China’s New Deng Xiaoping-Inspired Miniseries

http://blogs.wsj.com/chinarealtime/2014/08/18/between-truth-and-tv-chinas-new-deng-xiaoping-inspired-miniseries/

  1. (Spore) – Singapore to Revise Parts of Pension Plan Amid Retirement Concerns; Government Wants to Give Pensioners More Flexibility in How They Tap Savings

http://online.wsj.com/articles/singapore-to-revise-parts-of-pension-plan-amid-retirement-concerns-1408300084

  1. (China) – China Pushes Cleanup of Banks; Top Four Lenders Are Raising Capital and ‘Bad Banks’ Are Being Created to Absorb Soured Loans

http://online.wsj.com/articles/china-pushes-cleanup-of-banks-1408299591

  1. (China) – Chinese Officials Rush to Sell Luxury Homes Amid Corruption Crackdown; Real-Estate Agents Say Bureaucrats Are Selling Homes at Steep Discounts

http://online.wsj.com/articles/chinese-officials-fearing-scrutiny-amid-a-crackdown-on-graft-rush-to-sell-luxury-homes-1408316680

  1. (China) – China Contagion: Diamonds & Wine Plunge To 4-Year Lows

http://www.zerohedge.com/news/2014-08-17/china-contagion-diamonds-wine-plunge-4-year-lows

  1. (Asia) – Across Asia’s borders, labor activists team up to press wage claims

http://www.reuters.com/article/2014/08/17/us-asia-labour-idUSKBN0GH0R720140817

  1. (India) – India’s Hindu nationalists tighten grip over ruling party

http://news.asiaone.com/print/news/asia/indias-hindu-nationalists-tighten-grip-over-ruling-party

Life

  1. No Rest For The Innovators

http://techcrunch.com/2014/08/16/no-rest-for-the-innovators/

  1. 6 Things The Happiest Families All Have In Common

http://www.bakadesuyo.com/2014/08/happiest-families/

  1. Local comedians share about their battles with depression

http://yourhealth.asiaone.com/print/content/local-comedians-share-about-their-battles-depression

  1. Swire Pacific Grooms Talent for the Long Term; Hong Kong firm, which controls Cathay Pacific, develops leaders with the next 200 years in mind.

http://online.wsj.com/articles/swire-pacific-grooms-talent-for-the-long-term-1408300737

  1. Books – Nonzero: The Logic of Human Destiny

http://www.amazon.com/exec/obidos/ASIN/0679758941

  1. Henry Miller on Turning 80, Fighting Evil, And Why Life is the Best Teacher

http://www.farnamstreetblog.com/2014/08/henry-miller-on-turning-eighty/

  1. 21 of Bill Clinton’s Favorite Books

http://www.farnamstreetblog.com/2014/08/bill-clinton-favorite-books/

  1. Building Blocks and Innovation; Most innovation comes from combining well-established building blocks in new ways; “For most who are heavily engaged in creative activities, metaphor and model lie at the centre of their activities.”

http://www.farnamstreetblog.com/2013/01/building-blocks-and-innovation/

TMT

  1. Reprogramming Government: A Conversation With Mikey Dickerson who helped build Google’s computer systems. Now he’s in Washington, tasked with remaking the way the government uses computers and how citizens engage with it online

http://bits.blogs.nytimes.com/2014/08/17/reprogramming-government-a-conversation-with-mikey-dickerson/?_php=true&_type=blogs&ref=technology&_r=0

  1. For ‘Big Data’ Scientists, Hurdle to Insights Is ‘Janitor Work’; The analysis of giant data sets promises unique business insights, but much manual effort is still required to prepare the information for parsing

http://www.nytimes.com/2014/08/18/technology/for-big-data-scientists-hurdle-to-insights-is-janitor-work.html?ref=business

  1. In Silicon Valley, Mergers Must Meet the Toothbrush Test; Companies like Google, Facebook and Cisco Systems are using internal teams to handle most acquisitions instead of relying on Wall Street bankers

http://dealbook.nytimes.com/2014/08/17/in-silicon-valley-mergers-must-meet-the-toothbrush-test/?ref=business

  1. Can Bigcommerce become the next big name in e-commerce?

http://fortune.com/2014/08/15/can-bigcommerce-become-the-next-big-name-in-e-commerce/ http://fortune.com/2014/08/15/can-bigcommerce-become-the-next-big-name-in-e-commerce/

  1. Following an unprecedented series of spinoffs by major US media companies, the print news industry now faces a rocky future without financial support from deep-pocketed parent firms

http://www.thestar.com.my/Business/Business-News/2014/08/18/Bumpy-road-ahead-for-US-print-news-industry-Corporate-breakups-leave-newspaper-firms-without-financ/

Consumer

  1. (Korea/Consumer) – Private equities have hearty appetite for Korean food companies

http://www.koreatimes.co.kr/www/news/biz/2014/08/123_162934.html

  1. (Japan/Consumer) – From cradle to grave, Japan’s Kewpie adapts menu to feed ageing nation

http://uk.reuters.com/article/2014/08/17/us-japan-elderly-food-idUKKBN0GH0QZ20140817

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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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