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Evening Bamboo Insight: 27 Aug 2014

Evening Bamboo Insight: 27 Aug 2014

Macro

  1. Big Four step up services to hedge funds; The Big Four global accountants are stepping up their services advising hedge funds as they seek to capitalise on a sector mired in increasingly complex and interlinked global regulation.

http://www.ft.com/intl/cms/s/0/42ed2476-1648-11e4-93ec-00144feabdc0.html#axzz3BODmuAqh

  1. Africa’s population: Can it survive such speedy growth? By the end of the century, almost half the world’s children may be African

http://www.economist.com/news/middle-east-and-africa/21613349-end-century-almost-half-worlds-children-may-be-african-can-it

  1. The Global Crackdown on Profit Shifting; CFOs of multinationals need to prepare by assessing how much their companies engage in profit shifting to cut their taxes

http://ww2.cfo.com/tax/2014/08/global-crackdown-profit-shifting

  1. France thrown into political turmoil after government dissolved

http://www.theguardian.com/world/2014/aug/25/french-government-resigns-francois-hollande-manuel-valls

  1. CBOE One Heck of Moat, Is Valuation Reasonable?

http://www.valuewalk.com/2014/08/cboe-moat-valuation/

Asia Pacific

  1. (Isia) – Indonesian bank BRI takes microcredit on the road; In West Java ‘mobile banking’ means a van or boat

http://www.ft.com/cms/s/0/cac10dd4-26f8-11e4-a46a-00144feabdc0.html#axzz3BODmuAqh

  1. (China) – Property bubble is ‘major risk to China’

http://www.ft.com/intl/cms/s/0/42ed2476-1648-11e4-93ec-00144feabdc0.html#axzz3BODmuAqh

  1. (Korea) – South Korea’s fertility rate is so low that the country’s population could go the way of the dinosaurs by 2750, according to a new simulation commissioned by the National Assembly in Seoul

http://blogs.wsj.com/korearealtime/2014/08/25/south-korea-to-go-extinct-by-2750/

  1. (Thai) – Thai Coup Leader Becomes Prime Minister; Gen. Prayuth Chan-ocha Says He Will Choose Cabinet in September

http://online.wsj.com/articles/thai-coup-leader-becomes-prime-minister-1408947091

  1. (China) – Down and out in rural China: Many teenagers in the Chinese countryside do not finish secondary school. That bodes ill for the labour force

http://www.economist.com/news/china/21613293-many-teenagers-chinese-countryside-do-not-finish-secondary-school-bodes-ill

  1. (China) – Literacy: Bad characters; Some Chinese forget how to write

http://www.economist.com/news/china/21613300-some-chinese-forget-how-write-bad-characters

  1. (China) – German car parts suppliers asked to form JVs in China: Stuttgarter

http://www.reuters.com/article/2014/08/25/us-autos-china-partnership-idUSKBN0GP0LV20140825

  1. (China) – Changing Corporate Culture Is Hard. Here’s How Lenovo Did It

http://blogs.wsj.com/atwork/2014/08/25/changing-corporate-culture-is-hard-heres-how-lenovo-did-it/

  1. (India) – All Coal-Mining Rights Issued in India Since 1993 Are Ruled Illegal; Supreme Court Decision Injects Uncertainty in Coal Supply for Power Plants, Steelmakers

http://online.wsj.com/articles/india-court-rules-all-coal-mining-rights-since-1993-illegal-1408964180

  1. (Isia) – A Daunting Agenda for Jokowi; Fuel subsidies, resource nationalism and underdeveloped manufacturing are just a few of the challenges facing the novice president.

http://online.wsj.com/articles/karen-brooks-a-daunting-agenda-for-jokowi-1408986218

  1. (Asia) – Strong leaders in a fragile Asia

http://www.todayonline.com/print/765896

Life

  1. FT interview with Andrew Forrest, the founder of Fortescue Metals Group

http://www.ft.com/intl/cms/s/0/24bae83a-17d8-11e4-a82d-00144feabdc0.html#axzz3BOAD4xv4

  1. Science confirms it: If you want to succeed, you have to screw up

http://www.fastcocreate.com/3034761/science-confirms-it-if-you-want-to-succeed-you-have-to-screw-up

  1. 3 reasons you should let yourself get distracted

http://www.fastcompany.com/3034707/the-future-of-work/3-reasons-you-should-let-yourself-get-distracted

  1. Quote of the week: Don’t change who you are

http://www.fastcompany.com/3034740/quote-of-the-week-dont-change-who-you-are

  1. MIT Study Shows People Would Rather Take Orders From A Robot Than Their Bossk

http://www.businessinsider.sg/robots-as-bosses-2014-8/#.U_tPOvmSxqU

  1. A Successful VC Reveals The Big Secret Behind Becoming A Great Investor: “Intellectual curiosity”

http://www.businessinsider.sg/blake-bartlett-advice-for-becoming-a-great-vc-2014-8/#.U_tPk_mSxqU

  1. How does Zillow’s CEO manage? By learning; At the real estate information site Zillow, leadership starts by saying “I don’t know”-then doggedly seeking out an answer

http://fortune.com/2014/08/25/zillow-management-social-media/

  1. Do Buffett’s Compliance Lapses Show Management Flaws?

http://ww2.cfo.com/regulation/2014/08/buffetts-compliance-lapses-show-management-flaws/

  1. ‘Out of Africa’ theory of human evolution under fire

http://www.theage.com.au/national/education/out-of-africa-theory-of-human-evolution-under-fire-20140822-106o5e.html

  1. Piketty’s Errors Mirror Marx’s in his search for a grand theory to explain inequality and predict the future

http://blogs.wsj.com/economics/2014/08/25/pikettys-errors-mirror-marxs-paper-finds/

  1. Good to Great: The Stockdale Paradox and Value Investing

http://brooklyninvestor.blogspot.sg/2014/08/good-to-great-stockdale-paradox.html

  1. Wayne Brody On Misplaced Values and How To Spot A Compliant Culture

http://blogs.wsj.com/riskandcompliance/2014/08/25/wayne-brody-on-misplaced-values-and-how-to-spot-a-compliant-culture/

  1. The ‘Recombinant’ Nature of Digital Innovations

http://blogs.wsj.com/cio/2014/08/22/the-recombinant-nature-of-digital-innovations/

TMT

  1. European media bet on tech start-ups

http://www.ft.com/intl/cms/s/0/4e8abfa0-2958-11e4-8b81-00144feabdc0.html#axzz3BODmuAqh

  1. 7 Creative Elements of Successful Online Ads: Call to action

http://www.businessinsider.sg/7-creative-elements-successful-online-ads/#.U_ryi_mSxqU

  1. (China/Tech) – Coolpad Abandons Gold Phone Casing Amid China’s Anti-Graft Push

http://blogs.wsj.com/digits/2014/08/25/coolpad-abandons-gold-phone-casing-amid-chinas-anti-graft-push/

  1. (China/Tech) – Huawei Is Shaking Up the Smartphone Market; Richard Yu, head of Chinese firm’s consumer business group, talks about competing against Samsung and Apple

http://online.wsj.com/articles/huawei-is-shaking-up-the-smartphone-market-1408908924

  1. (India/Tech) – The next Alibaba may come from…India?

http://fortune.com/2014/08/25/the-next-alibaba-may-come-from-india/

  1. (China/Media) – China’s Movie Industry: All That Glitters Isn’t Gold

http://www.forbes.com/sites/ceibs/2014/08/24/chinas-movie-industry-all-that-glitters-isnt-gold/print/

Consumer

  1. (India/Consumer) – The rise and rise of Indian fashion; Indian designers are blending modern and traditional influences to woo a global market

http://www.ft.com/intl/cms/s/0/bf5221da-246f-11e4-ae78-00144feabdc0.html#axzz3BODmuAqh

Energy

  1. (China/Energy) – Sinopec Doesn’t Fill Investors’ Tanks

http://online.wsj.com/articles/sinopec-doesnt-fill-investors-tanksheard-on-the-street-1408966736

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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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