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Morning Bamboo Insight: 20 Sep 2014

Morning Bamboo Insight: 20 Sep 2014

Macro

  1. The Accidental Billionaire Activists; From Russia to Argentina, the ultra-wealthy sometimes inadvertently strike a blow for liberty and the rule of law.

http://online.wsj.com/articles/romain-hatchuel-the-accidental-billionaire-activists-1411081115

  1. Bridgewater Asssociates Launches New Strategy For First Time In 18 Years

http://www.valuewalk.com/2014/09/bridgewater-asssociates-new-strategy

Asia Pacific

  1. (Thai) – The Stock Exchange of Thailand has discussed with the Securities and Exchange Commission ways to control overheating of stock prices and their irregular movement, and the rapid gains of IPO shares of listed companies

http://www.nationmultimedia.com/business/SET-SEC-watch-for-overheating-30243624.html

  1. (India) – Reining in Goat Funds to Curtail Fraud in India

http://www.businessweek.com/printer/articles/226310-reining-in-goat-funds-to-curtail-fraud-in-india

  1. (Japan) – Nuclear Power-less Japan Must Pay for Fuel Imports in Weak Yen

http://www.businessweek.com/printer/articles/226352-nuclear-power-less-japan-must-pay-for-fuel-imports-in-weak-yen

  1. (Isia) – Indonesia to hike subsidised fuel price to cut budget deficit

http://uk.reuters.com/article/2014/09/18/indonesia-fuel-subsidies-idUKL3N0RJ2D620140918

  1. (Spore) – A regulatory body separate from SGX?

http://www.businesstimes.com.sg/premium/companies/others/regulatory-body-separate-sgx-20140919

  1. (Spore/China) – S’pore seriously considering third China park project; It will focus on connectivity and modern services

http://www.businesstimes.com.sg/premium/top-stories/spore-seriously-considering-third-china-park-project-20140919

  1. (Japan) – Leading Japanese entrepreneurs race to burnish global image

http://www.businesstimes.com.sg/premium/world/leading-japanese-entrepreneurs-race-burnish-global-image-20140919

  1. Abe in WSJ op-ed: The Next Stage of Abenomics Is Coming; Make no mistake, Japan will emerge from economic contraction and carry out needed structural reforms.

http://online.wsj.com/articles/shinzo-abe-the-next-stage-of-abenomics-is-coming-1411080939

  1. (China) – China’s Housing Slump Accelerates, Worst In Over Three Years

http://www.zerohedge.com/news/2014-09-18/chinas-housing-slump-accelerates-worst-over-three-years

  1. (Japan) – Bullish on Japanese Small-Caps

http://www.roycefunds.com/insights/2014/09/bullish-japanese-small-caps

Life

  1. Ken Burns on “The Roosevelts” and American Leadership

http://blogs.hbr.org/2014/09/ken-burns-on-the-roosevelts-and-american-leadership/

  1. Better Teachers Receive Worse Student Evaluations

http://blogs.hbr.org/2014/09/better-teachers-receive-worse-student-evaluations/

  1. IBM CEO Ginny Rometty on leadership, challenges, and reinvention

http://fortune.com/2014/09/18/ibm-ceo-ginny-rometty-on-leadership-challenges-and-reinvention/

  1. The Glock Family Feud: Founder’s Ex-Wife and Kids Speak Out for the First Time

http://www.businessweek.com/printer/articles/225934-the-glock-family-feud-founders-ex-wife-and-kids-speak-out-for-the-first-time

  1. Where some see forests, others see distinct trees; The varying world views of culturally mixed groups raises implications for managing them

http://www.businesstimes.com.sg/premium/editorial-opinion/opinion/where-some-see-forests-others-see-distinct-trees-20140919

  1. Looking for a disruptive edge; Singapore companies must look beyond just new technologies and products to come up with disruptive innovations that will achieve game-changing performance

http://www.businesstimes.com.sg/premium/companies/others/looking-disruptive-edge-20140919

http://www.businesstimes.com.sg/premium/companies/others/fostering-business-model-innovation-20140919

  1. Singapore’s pioneer generation card is overhyped. Medical bill of $76 gives $3.20 discount

http://forums.hardwarezone.com.sg/eat-drink-man-woman-16/pioneer-generation-card-overhyped-4808333.html

  1. Strange photo of Lee Kuan Yew’s birthday on ST …

http://forums.asiaone.com/showthread.php?t=72780#1

TMT

  1. IBM CEO Ginni Rometty gets past the Big Blues

http://fortune.com/2014/09/18/ginni-rometty-ibm/

  1. There’s a Downside to Making Parts for Apple; At least nine publicly traded companies receive more than 40 percent of their revenue from Apple.

http://www.businessweek.com/printer/articles/226338-theres-a-downside-to-making-parts-for-apple

  1. Tim Cook Interview: The iPhone 6, the Apple Watch, and Remaking a Company’s Culture

http://www.businessweek.com/printer/articles/226386-tim-cook-interview-the-iphone-6-the-apple-watch-and-remaking-a-companys-culture

  1. (China/Tech) – Alibaba’s plan: Today, China. Tomorrow, the world

http://www.thejakartapost.com/news/2014/09/18/alibabas-plan-today-china-tomorrow-world.html

  1. (China/Tech) – Alibaba Mania Isn’t Built to Last

http://online.wsj.com/articles/alibaba-mania-isnt-built-to-last-ahead-of-the-tape-1411065709?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10772401218227423777504580162171642567534.html

  1. (Japan/Tech) – Sony Plans to Turn Game Division into Hub

http://online.wsj.com/articles/sony-plans-to-turn-game-division-into-hub-1411042349

  1. Oracle’s Power-Sharing Deal Carries Challenges; Safra Catz, Mark Hurd Inherit From Larry Ellison a Company Beset by Rivals

http://online.wsj.com/articles/the-musk-family-plan-for-transforming-the-worlds-energy-1411055676

  1. Status-Seekers and ‘Wantrepreneurs’: Still Far From Thiel’s Tech Utopia

http://blogs.wsj.com/digits/2014/09/18/status-seekers-and-wantrepreneurs-still-far-from-thiels-tech-utopia/?mod=WSJ_hpp_sections_tech

  1. (China/Tech) – Alibaba’s Political Risk; The giant IPO is a business triumph, but Beijing’s blessing can be fleeting

http://online.wsj.com/articles/alibabas-political-risk-1411059836

  1. (China/Tech) – China’s Tencent Wants to Make Movies (Just Like Everyone Else)

http://blogs.wsj.com/chinarealtime/2014/09/18/chinas-tencent-wants-to-make-movies-just-like-everyone-else/

  1. (China/Tech) – With A Market Cap Of $168 Billion, Alibaba Is Bigger Than…

http://www.zerohedge.com/news/2014-09-18/market-cap-168-billion-alibaba-bigger

  1. (China/Tech) – How Alibaba’s Tmall and Taobao Affect Overall Results

http://www.valuewalk.com/2014/09/alibabas-tmall-and-taobao

Consumer

  1. (Consumer/Tech) – Need Liquor Delivered Now? The Startup World’s Got You Covered

http://www.businessweek.com/printer/articles/226346-need-liquor-delivered-now-the-startup-worlds-got-you-covered

  1. Is Your Local Craft Beer From Out of State?

http://www.businessweek.com/printer/articles/226384-is-your-local-craft-beer-from-out-of-state

  1. Hair-Care Companies Roll Out More Dry Shampoos

http://www.businessweek.com/printer/articles/226378-hair-care-companies-roll-out-more-dry-shampoos

Investing Process

  1. Michael Mauboussin: Lessons from Freestyle Chess, Merging Fundamental and Quant Analysis

http://cdn1.valuewalk.com/wp-content/uploads/2014/09/document-1038113391.pdf

  1. Undisclosed Insider Activities at 21Vianet (VNET), Says Trinity

http://www.valuewalk.com/2014/09/undisclosed-insider-activities-21vianet-group-inc-vnet/

Energy

  1. The Musk Family Plan for Transforming the World’s Energy; As Cousins and Business Partners, Tesla’s Musk and SolarCity’s Rive Have a Grand Plan for Power Storage

http://online.wsj.com/articles/the-musk-family-plan-for-transforming-the-worlds-energy-1411055676

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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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