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Morning Bamboo Insight: 22 Aug 2014

Morning Bamboo Insight: 22 Aug 2014

Macro

  1. Morningstar: A force to be reckoned with; The research firm’s rating system gives it great power to influence the $30tn mutual fund industry

http://www.ft.com/intl/cms/s/0/e02d2768-22d2-11e4-8dae-00144feabdc0.html#axzz3Aev2BZOm

  1. Leaky repo deals present new concerns

http://www.ft.com/intl/cms/s/0/021db5ba-224f-11e4-a828-00144feabdc0.html#axzz3Aev2BZOm

  1. Emperors who seem above the rules must be reined in

http://www.ft.com/intl/cms/s/0/858ac752-23db-11e4-86fc-00144feabdc0.html#axzz3Aev2BZOm

  1. World’s Biggest Wealth Fund Slows Emerging Market Investment

http://www.bloomberg.com/news/print/2014-08-20/world-s-biggest-wealth-fund-slows-investment-in-emerging-markets.html

  1. Blackstone Finds a Way to Outsource ‘Skin in the Game’

http://dealbook.nytimes.com/2014/08/21/blackstone-finds-a-way-to-outsource-skin-in-the-game

Asia Pacific

  1. (China) – Property crisis in Shaanxi’s Shenmu sees fortunes evaporate

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140817000076&cid=1503

  1. (China) – Rising number of real estate investors default in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140817000030&cid=1202

  1. (Spore) – Singapore in ‘mid-life crisis’ as Lee Hsien Loong marks 10 years in power

http://www.scmp.com/news/asia/article/1575046/singapore-mid-life-crisis-lee-hsien-loong-marks-10-years-power

  1. (China) – China’s state-owned airlines hit turbulence

http://www.ft.com/intl/cms/s/0/be9fb564-236a-11e4-a424-00144feabdc0.html#axzz3Aev2BZOm

  1. (China) – Goldman Warns Additional Chinese Stimulus Risks Global Financial Stability

http://www.zerohedge.com/news/2014-08-20/goldman-warns-additional-chinese-stimulus-risks-global-financial-stability

Life

  1. ‘The System Worked: How the World Stopped Another Great Depression’, by Daniel W Drezner; Economic governance has a patchy record, but this impressive and cogent book argues that policy makers did well during the crisis

http://www.ft.com/intl/cms/s/2/8af474e0-2467-11e4-be8e-00144feabdc0.html#axzz3Aev2BZOm2

  1. Books – Powers of Two: Finding the Essence of Innovation in Creative Pairs

http://www.amazon.com/Powers-Two-Finding-Innovation-Creative/dp/product-description/0544031598/

  1. What We Can Learn About Business Collaboration From Famous Creative Pairs

http://250words.com/2014/08/what-we-can-learn-about-business-collaboration-from-famous-creative-pairs/

 

TMT

  1. (China/Tech) – Xiaomi starts to feel the backlash of being ‘China’s Apple’

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140816000084&cid=1502

  1. (Spore/Tech) – Singapore’s investment funds blaze ecommerce trail

http://www.ft.com/intl/cms/s/0/03df812e-25da-11e4-9bca-00144feabdc0.html#axzz3Aev2BZOm

  1. Smartphone owners’ appetite for new apps wanes

http://www.ft.com/intl/cms/s/0/4c3e5708-2628-11e4-9bca-00144feabdc0.html#axzz3Aev2BZOm

  1. (Myanmar/Tech) – Qatar-based Ooredoo became the first foreign telecommunications company to offer services in Myanmar, setting up the country to be one of the world’s first predominantly mobile-Web nations

http://online.wsj.com/articles/myanmar-phone-service-makes-leap-1408296679

  1. Wearables has become a household name. Could nearables be next?

http://www.washingtonpost.com/blogs/innovations/wp/2014/08/21/wearables-has-become-a-household-name-could-nearables-be-next/

  1. EBay considering PayPal spinoff: report

http://www.reuters.com/article/2014/08/21/us-ebay-divestiture-idUSKBN0GL1LY20140821?feedType=RSS&feedName=technologyNews

Commodities

  1. Lanxess chief warns it must turn round or become takeover target; “But at the end of the day one recipe to remain independent is to make your company stronger, more profitable, more successful.”

http://www.ft.com/intl/cms/s/0/2d4293d0-212f-11e4-b96e-00144feabdc0.html#axzz3Aev2BZOm

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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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