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Morning Bamboo Insight: 24 Aug 2014

Morning Bamboo Insight: 24 Aug 2014

Macro

  1. Scrabble strategy in expansion: Countries that have a greater variety of capabilities can make more diverse and complex goods, just as a Scrabble player who has more letters can generate more and longer words

https://www.project-syndicate.org/print/ricardo-hausmann-asks-why-growth-rates-are-converging-among-some-countries-and-diverging-among-others

  1. The Decline and Fall of Fund Managers

http://blogs.wsj.com/moneybeat/2014/08/22/the-decline-and-fall-of-fund-managers/

Asia Pacific

  1. (China) – China juices liquidity, and risk, at OTC exchange

http://www.reuters.com/article/2014/08/21/us-china-markets-otc-idUSKBN0GL26920140821

  1. (Isia) – Foreign ownership in Indonesian insurance firms to be capped

http://www.thejakartapost.com/news/2014/08/22/foreign-ownership-insurance-firms-be-capped.html

  1. (Asean) – SOEs need more flexibility to compete in ASEAN single market

http://www.thejakartapost.com/news/2014/08/22/soes-need-more-flexibility-compete-asean-single-market.html

  1. (Asean/Isia) – Asean needs to be more engaged with Indonesia

http://www.thestar.com.my/Opinion/Columnists/Comment/Profile/Articles/2014/08/23/Asean-needs-to-be-more-engaged-with-Indonesia-The-election-of-Jokowi-presents-a-great-opportunity-fo/

  1. (Msia) – Don’t be fooled by the high trading volume in Malaysia

http://www.thestar.com.my/Business/Business-News/2014/08/23/Dont-be-fooled-by-the-high-trading-volume/

  1. (Msia/Isia) – Indonesia dream for Malaysia in jeopardy; Bittersweet experiences for Malaysian investors

http://www.thestar.com.my/Business/Business-News/2014/08/23/Indonesia-policy-risk-Various-stringent-rules-and-conditions-for-foreign-investors-are-being-propose/

http://www.thestar.com.my/Business/Business-News/2014/08/23/Bittersweet-experiences-for-Malaysian-investors/

  1. (China) – In China, Movies With Live, Pop-Up Comments; Will a new ploy lure audiences or wreck the movie-going experience?

http://online.wsj.com/articles/in-china-movies-with-live-pop-up-comments-1408751208?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052970203679204580105842075708582.html

  1. (China) – Shanghai Chocolate Factory Looks a Lot Like Willy Wonka’s

http://blogs.wsj.com/chinarealtime/2014/08/22/shanghai-chocolate-factory-looks-a-lot-like-willy-wonkas/

  1. (Myanmar) – Foreign Investors Rethink Enthusiasm on Myanmar’s Aviation Sector; ANA’s Cancellation of Deal With Asian Wings Exemplifies Fading Interest

http://online.wsj.com/articles/foreign-investors-rethink-enthusiasm-on-myanmars-aviation-sector-1408709881

  1. (China) – “Can you front run it? Sure.” New China Stocks Link Seen Carrying Risks; Mainland Rules, Technology Raise Concerns

http://online.wsj.com/articles/china-stocks-link-seen-posing-risks-1408689373

  1. (China) – China’s Corporate Reform is Mixed Up; China is trying again to shake up its stodgy state-owned enterprises. Investors are right to ask whether these moves are truly transformative.

http://online.wsj.com/articles/chinas-corporate-reform-is-mixed-up-heard-on-the-street-1408696605

Life

  1. What started to change in the 17th century was not technological or institutional, but change in the ideas about the dignity of commercial pursuits – a change in rhetoric, or words about economic activities

http://theconversation.com/speak-well-of-the-bourgeois-and-prosper-29824

  1. Book Review: ‘Pericles of Athens’ by Vincent Azoulay; Thucydides praised Pericles for his ability to tame and control the wild beast of democracy

http://online.wsj.com/articles/book-review-pericles-of-athens-by-vincent-azoulay-1408742324

  1. New Ways to Predict Which Marriages Will Succeed; The More Subconscious Negativity in a Newlywed, the Larger the Decline in Marital Satisfaction Four Years Later

http://online.wsj.com/articles/new-ways-to-predict-which-marriages-will-succeed-1408636006

  1. Everyone’s an Amateur When It Comes to Negotiation; Executives Master the Art of Business Deals, But Some Don’t Bargain Well for Themselves

http://online.wsj.com/articles/negotiation-tips-for-executives-1408718237

  1. 7 Things College Freshmen Should Do Right Now To Be Successful In Life

http://www.businessinsider.sg/things-college-freshmen-should-do-2014-8/#.U_azb_mSxqU

  1. What 13 Successful People Do Before Going To Bed

http://www.businessinsider.sg/what-successful-people-do-before-bed-2014-8/#.U_a0tfmSxqU

  1. 5 Inspiring TED Talks You Can Watch In Under 5 Minutes

http://www.businessinsider.sg/best-ted-talks-under-five-minutes-2014-8/#.U_az4_mSxqU

TMT

  1. Outgoing SEC CIO Finalizes Big Data Platform

http://blogs.wsj.com/cio/2014/08/22/outgoing-sec-cio-finalizes-big-data-platform/

  1. Why Silicon Valley Will Continue to Rule the Tech Economy; Human talent and research and design labs are arriving to dominate the new era of devices.

http://online.wsj.com/articles/michael-malone-why-silicon-valley-will-continue-to-rule-the-tech-economy-1408747795

  1. Apple iPhone 6 screen snag leaves supply chain scrambling

http://www.reuters.com/article/2014/08/22/us-apple-iphone-idUSKBN0GM0N620140822?feedType=RSS&feedName=technologyNews

  1. Amazon Prepares Online Advertising Program; Retailer Developing Ad Sales Program in a Challenge to Google and Microsoft

http://online.wsj.com/articles/amazon-preps-a-challenge-to-googles-ad-business-1408747979

  1. Here’s Proof That Every Startup Idea You’ve Ever Had, Craigslist Already Does

http://www.businessinsider.sg/craigslist-versus-startups-chart-2014-8/#.U_a1OPmSxqU

  1. (China/Tech) – Amazon takes aim at Chinese rivals in Shanghai’s free-trade zone

http://www.ft.com/cms/s/0/2da0d2c8-2905-11e4-8b81-00144feabdc0.html#axzz3B5PgDQeJ

Consumer

  1. Meet Mr. Frankenfood: Monsanto’s COO Brett Begemann, the son of a farmer, explains why genetically modified food is safe-and essential to feed a hungry planet

http://online.wsj.com/articles/meet-mr-frankenfood-1408748277

Investing Process

  1. Research – Charles Ellis: The Rise and Fall of Performance Investing

http://www.cfainstitute.org/learning/products/publications/faj/Pages/faj.v70.n4.4.aspx?intCamp=$topic42%20

  1. 30 Years Of Accounting Lessons: Penman, Piotroski, Beneish, And More

http://www.sdeklerck.be/blog/

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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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