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Morning Bamboo Insight: 3 Sep 2014

Morning Bamboo Insight: 3 Sep 2014

Macro

  1. Sino-Forest tribunal will put fraud allegations – and the OSC’s reputation – to the test

http://business.financialpost.com/2014/09/01/sino-forest-tribunal-will-put-fraud-allegations-and-the-oscs-reputation-to-the-test/

Asia Pacific

  1. (China) – World’s largest duty-free shop opens in China’s Sanya

http://news.xinhuanet.com/english/china/2014-09/01/c_133612221.htm

  1. (Korea) – Samsung Group merges affiliates: Heavy industries arm absorbs engineering in latest restructuring

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994384

  1. (Australia) – Meet the new breed of Aussie manufacturers exporting to the world

http://www.brw.com.au/p/entrepreneurs/meet_the_new_breed_world_aussie_xNYJduWT8OdMpBiDGejLEN

  1. (Korea) – Korean conglomerates decrease the trend of merging together

http://www.koreatimes.co.kr/www/news/biz/2014/09/488_163985.html

  1. (Msia) – 1998’s tough moves by KL vindicated; Minister says they also enabled M’sia to go through 2007 crisis unscathed

http://www.nst.com.my/node/28644

  1. (Japan) – New GPIF investment manager drawn to cheap Japan mid-caps

http://www.reuters.com/article/2014/09/01/us-japan-funding-strategy-idUSKBN0GV0XT20140901

  1. (Taiwan) – Taiwan’s first budget airline set for maiden flight

http://www.channelnewsasia.com/news/business/taiwan-s-first-budget/1340436.html

  1. (Myanmar) – Myanmar city U-turns amid outcry over secret $8 bln housing deal

http://www.reuters.com/article/2014/09/01/myanmar-construction-idUSL3N0R22HL20140901

  1. (Asean) – Banking on the AEC

http://www.thejakartaglobe.com/opinion/banking-aec/

  1. (Isia) – Indonesia plays winning hand with global miners: Russell

http://www.reuters.com/article/2014/09/01/column-russell-indonesia-mining-idUSL3N0R21RO20140901

  1. (India/Japan) – Indian PM Modi’s Foolish Crush on All Things Japanese

http://www.thejakartaglobe.com/opinion/indian-pm-modis-foolish-crush-things-japanese/

  1. (India/Japan) – India, Japan Will Shape 21st Century: Modi

http://www.thejakartaglobe.com/international/india-japan-will-shape-21st-century-modi/

Life

  1. To be more productive at work, put a plant on your desk; Plants in offices increase happiness and productivity; Study suggests that minimalist offices produce miserable employees because ‘sometimes less is just less’

http://qz.com/258481/to-be-more-productive-at-work-put-a-plant-on-your-desk/

http://www.theguardian.com/money/2014/aug/31/plants-offices-workers-productive-minimalist-employees

  1. Yves Carcelle, the charismatic executive who transformed Louis Vuitton from a staid French maker of handbags and travel trunks into one of the world’s most recognizable luxury brands, died on Sunday in Paris. He was 66.

http://www.nytimes.com/2014/09/02/business/international/yves-carcelle-executive-who-made-louis-vuitton-a-status-symbol-dies-at-66.html?ref=business

  1. The No. 1 Reason Leaders Fall Short: Ego

http://www.forbes.com/sites/brucekasanoff/2014/08/27/the-1-reason-leaders-fall-short-ego/print/

  1. Culture Of Courage: Creating A Culture That Breeds Bravery

http://www.forbes.com/sites/margiewarrell/2014/08/31/building-brave-people/print/

  1. Boone Reborn: Rediscovering life at 85; At 85, T Boone Pickens has discovered a powerful source of energy: His own. He’s got a new love, a new natural gas empire and a continuing mission to change the world. All he needs now is time

http://forbesindia.com/printcontent/38533

  1. The Rise And Fall of Financial Technologies’ Jignesh Shah; The 47-year-old entrepreneur, who had taken on institutional forces such as the National Stock Exchange with his commodity exchanges, became a victim of his own break-neck ambition

http://forbesindia.com/printcontent/38535

  1. 9 Habits That Lead to Terrible Decisions

http://blogs.hbr.org/2014/09/9-habits-that-lead-to-terrible-decisions/

  1. Obama’s Cool Head in Crisis – Asset or Growing Liability?

http://www.thejakartaglobe.com/international/obamas-cool-head-crisis-asset-growing-liability/

TMT

  1. Brainy, Yes, but Far From Handy; Robots still lack a critical element that will keep them from eclipsing most human capabilities anytime soon: a well-developed sense of touch

http://www.nytimes.com/2014/09/02/science/robot-touch.html?ref=business&_r=0

  1. Synaptics Has the Right Touch; With technology for fingerprint identification and touchscreens, chip maker Synaptics is in the sweet spot for smartphones. The stock could leap by 35% or more.

http://online.barrons.com/news/articles/SB50001424127887323949604580113870140899254?mod=BOL_hp_mag

  1. Share a taxi with a stranger? Idea is catching in big cities

http://fortune.com/2014/09/01/share-a-taxi-with-a-stranger-idea-is-catching-in-big-cities/

Consumer

  1. Move over Amazon, HMV is getting people back in stores; The music retailer is on course to overtake Amazon as the UK’s biggest music and DVD retailer, just 18-months since its collapse. What’s behind the comeback?

http://www.theguardian.com/business/shortcuts/2014/sep/01/hmv-stores-overtake-amazon-uk-biggest-music-dvd-retailer

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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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