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Morning Bamboo Insight: 14 Sep 2014

Morning Bamboo Insight: 14 Sep 2014

Macro

  1. The corporate M&A genotype theory

http://ftalphaville.ft.com/2014/09/12/1968512/the-corporate-ma-genotype-theory/

  1. Scotland’s fateful choice; The case for union is overwhelming. The path of separation is a fool’s errand; How a Yes would make enemies and alienate peoples

http://www.ft.com/intl/cms/s/2/b5c48254-376e-11e4-bd0a-00144feabdc0.html#axzz3D4kdGbh3

  1. The world is saying No to Scottish separation; The Yes campaign has elected to play a cynical, bewildering and finite game of identity politics

http://www.ft.com/intl/cms/s/2/443a23d6-3841-11e4-a687-00144feabdc0.html#axzz3D4kdGbh3

  1. Banco Espírito Santo: Family fortunes; Bank chief Ricardo Espírito Santo Salgado faces allegations that his group engaged in a fraud

http://www.ft.com/intl/cms/s/0/a63a4a56-32c0-11e4-93c6-00144feabdc0.html#axzz3D4kdGbh3

  1. How important is the financial sector to Scotland’s economy? Scotland has a long, rich history in the financial sector. Money manager Standard Life has had its headquarters in Scotland for 189 years

http://www.bbc.com/news/business-29140457?print=true

  1. How Aaron Klein and Riskalyze are Revolutionizing the Industry?

http://www.thereformedbroker.com/2014/09/10/how-aaron-klein-and-riskalyze-are-revolutionizing-the-industry/

  1. Corruption Fighter Gooch Tackles Abusive Shell Companies

http://www.bloomberg.com/news/print/2014-09-11/corruption-fighter-gooch-tackles-abusive-shell-companies.html

Asia Pacific

  1. (Japan) – Banking group wants access to NPA’s yakuza database

http://www.japantimes.co.jp/news/2014/09/11/business/banking-group-hopes-to-check-info-on-yakuza-via-police-database/#.VBP3b_mSyCk

  1. (Korea/China) – Backed by LVMH, Psy producer charts course into China fashion, music

http://www.reuters.com/article/2014/09/12/us-yg-entertainment-china-idUSKBN0H70H720140912

  1. (China) – As China Opens Stock Market to Foreign Investors, Bargains Await Risk Takers; Amid Dismal Performance, Country Is Granting Foreigners Direct Access to Mainland Stocks

http://online.wsj.com/articles/as-china-opens-stock-market-to-foreign-investors-bargains-await-risk-takers-1410471001

  1. (Asia) – Asia Less Vulnerable to Taper Tantrum, But Risks Remain

http://blogs.wsj.com/economics/2014/09/12/asia-less-vulnerable-to-taper-tantrum-but-risks-remain/

  1. (Japan) – Japan is creating jobs but workers do not prosper; Casualisation of the workforce is stifling the reflationary experiment

http://www.ft.com/intl/cms/s/0/ff22e590-374a-11e4-8472-00144feabdc0.html#axzz3D4kdGbh3

  1. (China/Japan) – China could be the next Japan: Merrill Lynch analysts

http://www.theage.com.au/business/china/china-could-be-the-next-japan-merrill-lynch-analysts-20140912-10fiqm.html

  1. (HK/China) – SFC leads class action against ex-CITIC bosses

http://www.thestandard.com.hk/news_detail.asp?pp_cat=30&art_id=149395&sid=42971247&con_type=1

  1. (China) – ‘Energy Delta’ becomes victim of China’s coal price slump

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140911000122&cid=1502

  1. (China) – Will herd investors sabotage Hong Kong-Shanghai Stock Connect?

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140912000032&cid=1703

  1. (China) – High-speed rail boom in China spawns network of ghost towns

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140912000044

  1. (China) – China’s shift to high-end electronics takes time: HSBC

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1205&MainCatID=12&id=20140907000111

Life

  1. Highest-paid female executive seeks immortality-digitally

http://fortune.com/2014/09/12/highest-paid-female-executive-seeks-immortality-digitally/

  1. Steve Jobs’ office is exactly as he left it

http://fortune.com/2014/09/12/steve-jobs-office-is-exactly-as-he-left-it/

  1. Dr M: I failed to change lazy Malays

http://news.asiaone.com/print/news/malaysia/dr-m-i-failed-change-lazy-malays

  1. As music sales fall, sax player Kenny G turns to stockpicking

http://www.reuters.com/article/2014/09/12/us-kennyg-stocks-idUSKBN0H70AU20140912

  1. In a Study, Text Messages Add Up to a Balance Sheet of Everyday Morality; A study looking at daily attitudes provided a rough idea of just what constitutes the moral content of a random day

http://www.nytimes.com/2014/09/12/science/a-window-into-everyday-morality-via-text-message.html?emc=edit_th_20140912&nl=todaysheadlines&nlid=36114517&_r=0

  1. Reading ‘Harry Potter’ Makes You A Better Person, Research Shows

http://www.businessinsider.sg/harry-potter-teaches-empathy-2014-9/#.VBKFp_mSyCk

  1. Scientists unlock secrets of coffee DNA; Research may help produce higher-yielding disease-resistant crops

http://www.ft.com/cms/s/0/656db45e-38f1-11e4-9526-00144feabdc0.html#axzz3D4mu277F

  1. Angst, acne and capitalism at commerce summer camps for teens; Joline Godfrey is the founder of Camp Start-up, which charges up to £2,500 for a 10-day residential course

http://www.ft.com/intl/cms/s/0/2f613bb2-3354-11e4-85f1-00144feabdc0.html#axzz3D4kdGbh3

  1. Intro to computer science is now the most popular course at Harvard

http://qz.com/264044/intro-to-computer-science-is-now-the-most-popular-course-at-harvard/

TMT

  1. Apple working on products no one has guessed at, says Tim Cook; Apple chief Tim Cook talks about new products, Apple TV and the legacy of Steve Jobs in US interview

http://www.telegraph.co.uk/technology/apple/11093888/Apple-working-on-products-no-one-has-guessed-at-says-Tim-Cook.html

  1. With a new version out and millions hooked, WordPress creator Matt Mullenweg’s unconventional model can make or break the web.

http://www.fastcolabs.com/3035463/how-matts-machine-works

  1. (China/Tech) – For U.S. tech firms, China entices in spite of tight state control

http://www.reuters.com/article/2014/09/12/us-china-tech-business-idUSKBN0H70KP20140912

  1. (Japan/Tech) – Convenience, points fuel spread of e-money in Japan

http://news.asiaone.com/print/news/asia/convenience-points-fuel-spread-e-money-japan

  1. EBay CFO: Making Acquisition Sprees Work

http://blogs.wsj.com/cfo/2014/09/12/ebay-cfo-making-acquisition-sprees-work/

  1. (Tech) – For UPS, E-Commerce Brings Big Business and Big Problems; Delivery company is squeezed by free shipping, fierce competition and the power of Amazon.com

http://online.wsj.com/articles/for-ups-e-commerce-brings-big-business-and-big-problems-1410489642

http://blogs.wsj.com/corporate-intelligence/2014/09/11/q-and-a-with-upss-david-abney/

  1. (Tech/Japan) – Sony Edges Toward Apple-Like Ecosystem

http://online.wsj.com/articles/sony-edges-toward-apple-like-ecosystem-heard-on-the-street-1410498633?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052970203898604580149022352873174.html

  1. Peter Thiel Reveals The Worst Investment Decision He’s Ever Made

http://www.businessinsider.sg/peter-thiels-bad-investment-2014-9/#.VBKFtvmSyCk

  1. (Tech) – Robot capable of handling unfamiliar objects unveiled

http://www.ft.com/intl/cms/s/0/e83c085e-39b9-11e4-93da-00144feabdc0.html#axzz3D4mu277F

  1. (China/Tech) – Alibaba defends payments unit split-off; Investors voice concern about corporate governance

http://www.ft.com/intl/cms/s/0/dba294ac-39cb-11e4-8aa2-00144feabdc0.html#axzz3D4mu277F

  1. (Korea/Tech) – A time for nimbleness: Alarm bells are ringing in Korea’s IT industry – an ominous reminder of Japan’s fate

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994744

  1. Smartphone wars get really brutal: Samsung is squeezed by Lenovo below and Apple in the top tier

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994731

Consumer

  1. Green Monsters: The Electric Bike Wars, Who Will be the Tesla of Motorcycles? Harley-Davidson, Energica, Zero and other electric-motorcycle manufacturers are battling to become the king of these green machines.

http://www.forbes.com/sites/hannahelliott/2014/09/10/green-monsters-the-electric-bike-wars/

  1. Britain’s big supermarkets rewrite their grocery lists; Food price war forces UK retailers to reconsider their offerings

http://www.ft.com/intl/cms/s/0/a2d9daac-39c8-11e4-83c4-00144feabdc0.html#axzz3D4mu277F

  1. How the fast-fashion supply chain became drug cartels’ favorite place to launder cash

http://qz.com/263779/how-the-fast-fashion-supply-chain-became-drug-cartels-favorite-place-to-launder-cash/

  1. (China/Consumer) – Accenture: Mid, low-income consumer market worth US$4tn in China?

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140911000052

Healthcare

  1. (India/Healthcare) – 5 Things to know about India’s Healthcare System

http://forbesindia.com/blog/health/5-things-to-know-about-the-indias-healthcare-system/

Vijay Ramnath Jayaraman

Investing Process

  1. Investing Process – Carson Block’s Value Investing Congress Presentation: Short 500.com

http://www.marketfolly.com/2014/09/carson-blocks-value-investing-congress.html

Commodities

  1. (Australia/Commodities) – Asian Iron-Ore Investments in Australia Fail to Pay Off

http://online.wsj.com/articles/asian-investors-iron-ore-bets-fail-to-pay-off-1410411784

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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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