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Morning Bamboo Insight: 8 Sep 2014

Morning Bamboo Insight: 8 Sep 2014

Macro

1. Political booms, financial crises: Why popular governments are not always a good sign

http://www.voxeu.org/article/increasing-government-popularity-predicts-emerging-market-financial-crises

Asia Pacific

  1. (India) – Roll up for the one-man band: Narendra Modi is proving dynamic, but he cannot run India on his own

http://www.economist.com/news/asia/21615635-narendra-modi-proving-dynamic-he-cannot-run-india-his-own-roll-up-one-man-band

  1. (China) – China imposes ceiling on the wages of state-owned enterprise leaders

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1201&MainCatID=12&id=20140907000102

  1. (China) – Media, PR Executives ‘Arrested over IPO Blackmail Schemes’; Chief and deputy chief editors of 21st Century News Group’s website among the eight people detained, state media reports

http://english.caixin.com/2014-09-04/100725214.html

  1. (China) – Debts pile up, weighing on Chinese steelmakers; China’s steel industry now has an excess capacity between 180 million tonnes and 240 million tonnes

http://news.xinhuanet.com/english/china/2014-09/07/c_133626789.htm

  1. (India) – Why Modi Cares About India’s ‘Neo Middle Class’; Tax Breaks, Job Training Seek to Boost Some 380 Million ‘Aspirants’

http://blogs.wsj.com/indiarealtime/2014/09/07/new-delhi-courts-neo-middle-class/

http://online.wsj.com/articles/new-delhi-courts-neo-middle-class-with-incentives-1409961855

  1. (India) – How Jignesh Shah lost the plot & his empire; FTIL exits MCX completely, Shah is free and has time to reflect on the path ahead; Jignesh Shah could well have been India’s most mercurial financial market entrepreneur

http://forbesindia.com/printcontent/38573

  1. (Isia) – Across Indonesia, Local Chiefs Slam Plan to Stop All Direct Polls; Democratic Setback: Under a bill set to be passed this week, the House wants local leaders chosen by regional legislative councils

http://www.thejakartaglobe.com/news/jakarta/across-indonesia-local-chiefs-slam-plan-stop-direct-polls/

  1. (Isia) – Megawati’s Hand Seen in Jokowi’s Advisory Team; ‘Puppet President’: Fears that Megawati is the real power behind the scenes are only growing more acute; Editorial: Jokowi Should Avoid Diluting His Cabinet

http://www.thejakartaglobe.com/news/megawatis-hand-seen-jokowis-advisory-team/

http://www.thejakartaglobe.com/opinion/editorial-jokowi-avoid-diluting-cabinet/

  1. (Asean) – After 47 Years, Keeping Asean Relevant and Staying Together

http://www.thejakartaglobe.com/opinion/47-years-keeping-asean-relevant-staying-together/

  1. (Australia) – Meet Australia’s coffee pod tycoons; They’re part of a global market worth $10 billion and they’re spending millions on manufacturing facilities.

http://www.theage.com.au/small-business/entrepreneur/meet-australias-coffee-pod-tycoons-20140829-3ek33.html?promote_channel=edmail&mbnr=NDEzOTI1Mg

Life

  1. Why Walking Helps Us Think

http://www.newyorker.com/tech/elements/walking-helps-us-think

  1. Guess What: You Don’t “Implement” Innovation. It’s Created Through Principles

http://betabeat.com/2014/09/guess-what-you-dont-implement-innovation-its-created-through-principles/

  1. Seneca on Saving Time

http://www.farnamstreetblog.com/2014/09/seneca-on-saving-time/

  1. Maya Angelou on Haters, Life, Reading, and Love

http://www.farnamstreetblog.com/2014/09/maya-angelou-on-haters-life-reading-and-love/

  1. Thinking Straight in the Age of Information Overload

http://www.farnamstreetblog.com/2014/09/thinking-straight-in-the-age-of-information-overload/

  1. Why Flunking Exams Is Actually a Good Thing; To learn how to study, start by bombing a pretest.

http://www.nytimes.com/2014/09/07/magazine/why-flunking-exams-is-actually-a-goodthing.html?emc=edit_th_20140907&nl=todaysheadlines&nlid=36114517&_r=0

  1. Welcome to my genome: George Church is a genetics pioneer whose research spans treating diseases, altering bodies and a desire to breed woolly mammoths

http://www.economist.com/news/technology-quarterly/21615029-george-church-genetics-pioneer-whose-research-spans-treating-diseases-altering

  1. Crazy Is a Compliment: The Power of Zigging When Everyone Else Zags

http://www.amazon.com/Crazy-Is-Compliment-Zigging-Everyone/dp/1591846641/

  1. Books – Smartcuts: How Hackers, Innovators, and Icons Accelerate Success

http://www.amazon.com/Smartcuts-Hackers-Innovators-Accelerate-Success/dp/0062302450/

  1. Books – Your Inner Will: Finding Personal Strength in Critical Times

http://www.amazon.com/Your-Inner-Will-Personal-Strength/dp/0399171843/

TMT

  1. (Isia/Tech) – Online shopping in Indonesia flourishes despite scam concerns

http://digital.asiaone.com/print/digital/news/online-shopping-indonesia-flourishes-despite-scam-concerns

  1. The future of cars: Wireless wheels; Connected cars will make driving safer, cleaner and more efficient. Their introduction should be speeded up

http://www.economist.com/news/leaders/21615599-connected-cars-will-make-driving-safer-cleaner-and-more-efficient-their-introduction-should-be

  1. The connected car: Smartphones on wheels; The way cars are made, bought and driven is changing with mobile communications. This paves the way to a driverless future

http://www.economist.com/news/technology-quarterly/21615060-way-cars-are-made-bought-and-driven-changing-mobile-communications

  1. Demolition technology: New ways are being found to demolish old buildings in crowded cities

http://www.economist.com/news/technology-quarterly/21615066-new-ways-are-being-found-demolish-old-buildings-crowded-cities-bringing

  1. The language of the internet of things: More and more devices are becoming connected, but will they speak the same language?

http://www.economist.com/news/technology-quarterly/21615067-more-and-more-devices-are-becoming-connected-will-they-speak-same

  1. In the moment of the heat: One way to keep warm is to heat people rather than expending energy heating the buildings they are in

http://www.economist.com/news/technology-quarterly/21615065-one-way-keep-warm-heat-people-rather-expending-energy-heating

  1. How Big Companies and Their Tech Suppliers Are Changing Together; cloud and mobility are reshaping the workplace, as well as the tech companies themselves.

http://bits.blogs.nytimes.com/2014/09/06/how-big-companies-and-their-tech-suppliers-are-changing-together/?_php=true&_type=blogs&ref=technology&_r=0

  1. (China/Tech) – The Jack Ma Way: Alibaba, started by Jack Ma in 1999, is about to sell shares in the United States that could value the company at about $160 billion.

http://www.nytimes.com/2014/09/07/business/international/at-alibaba-the-founder-is-squarely-in-charge.html?ref=business&_r=0

  1. Three Marks Of Real Data Science

http://techcrunch.com/2014/09/06/three-marks-of-real-data-science/

  1. (Tech) – Too soon for consumer 3D printing, says Gartner; Consumer 3D printing adoption will be outpaced by business and medical applications that have more compelling needs in the short term

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1204&MainCatID=12&id=20140828000067

Consumer

 

Healthcare

  1. Biohackers of the world, unite: Following the example of maker communities worldwide, hobbyists keen on biology have started to get together

http://www.economist.com/news/technology-quarterly/21615064-following-example-maker-communities-worldwide-hobbyists-keen-biology-have

Investing Process

  1. How to Pick Stocks by Recognizing the Flaws in Investors’ Thinking; Joe Huber, Huber Capital’s boss, tries to avoid the big mistake that many investors make.

http://online.barrons.com/news/articles/SB51885783724964273656104580130022394100384

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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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