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Evening Bamboo Insight: 25 Sep 2014

Evening Bamboo Insight: 25 Sep 2014

Macro

  1. Aircraft lessors wary as new rivals crowd into aviation

http://www.reuters.com/article/2014/09/24/us-airlines-financing-idUSKCN0HJ06R20140924?feedType=RSS&feedName=businessNews

  1. Let there be bubbles! Declining capex may be a key aspect of secular decline, which began in advanced economies and is now spreading to emerging markets

http://ftalphaville.ft.com/2014/09/23/1980442/let-there-be-bubbles/

  1. Latin American brands gain ground on global names

http://www.ft.com/intl/cms/s/0/94296020-1eef-11e4-9d7d-00144feabdc0.html#axzz3EE4l5liN

  1. Low-cost airlines face a bumpier ride on long-haul routes; It will be hard to replicate short-haul success on longer routes, even though barriers have fallen

http://www.ft.com/intl/cms/s/2/31a382d4-f6f2-11e3-8ed6-00144feabdc0.html#axzz3EE29cMPA

  1. Hamburg: Germany’s start-up alternative to Berlin

http://www.ft.com/intl/cms/s/0/46b99722-424b-11e4-9818-00144feabdc0.html#axzz3EE29cMPA

  1. Wanted: real reforms to sustain growth in emerging markets

http://www.ft.com/intl/cms/s/0/5ab958e4-3fe8-11e4-a381-00144feabdc0.html#axzz3EDzjBsMZ

  1. Germany’s Economic Mirage

http://www.project-syndicate.org/print/philippe-legrain-pokes-large-holes-in-the-myth-of-german-success

Asia Pacific

  1. (Korea) – Crisis time at Hyundai Heavy

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2995275

  1. (Korea) – South Korea regulator appeals for private equity investment

http://www.ft.com/intl/cms/s/0/ebf5ccac-3e3a-11e4-b7fc-00144feabdc0.html#axzz3EE29cMPA

  1. (Isia) – Indonesia looks to retail investors of the future

http://www.ft.com/intl/cms/s/0/1df5c6ae-430d-11e4-9a58-00144feabdc0.html#axzz3EDzjBsMZ

  1. (Australia) – Australia’s 8th richest person Harry Triguboff is now its biggest builder

http://www.brw.com.au/p/business/australia_builder_richest_person_1NjblDzo5cESqIbl8WGRPM

  1. (China) – China’s Search For Technology, Returns Leads To Growing VC Investment In Israel

http://www.forbes.com/sites/russellflannery/2014/09/23/chinas-search-for-technology-returns-leads-to-growing-vc-investment-in-israel/print/

  1. (India) – What India Could Learn from Alibaba

http://www.forbes.com/sites/anaswanson/2014/09/23/what-india-could-learn-from-alibaba/print/

  1. (Korea) – In the name of ‘gwanchi’ or government control on banks and nonbank financial institutions. Gwanchi has been too deeply-entrenched to be eliminated in the banking sector

http://www.koreatimes.co.kr/www/news/opinon/2014/09/164_165152.html

  1. (HK) – Hong Kong’s de facto central bank warned yesterday that the city’s lenders might face “very high” risks from rising interest rates, which will threaten to drain liquidity at a time when banks have heavy loan commitments.

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=149790&sid=43040218&con_type=1&d_str=20140924&fc=4

  1. (Korea) – CJ vice president quits after being indicted on tax evasion charges

http://www.koreatimes.co.kr/www/news/biz/2014/09/123_165085.html

  1. (Spore) – SGX must overcome market’s cynicism and skepticism

http://www.businesstimes.com.sg/premium/companies/others/sgx-must-overcome-markets-cynicism-and-scepticism-20140924

Life

  1. 5 Ways to Stay Motivated Even When You Really, Really Don’t Want To

http://www.fastcompany.com/3036120/hit-the-ground-running/5-non-bs-ways-to-find-your-lost-motivation

  1. Terminate The Terminator: Hack Your Emotional Intelligence And Control Your Future

http://www.forbes.com/sites/ericschiffer/2014/09/15/terminate-the-terminator-hack-your-emotional-intelligence-and-control-your-future/print/

  1. Measure for Measure: When Quantitative Meets Qualitative; Leadership, collaboration and trust are soft measures that translate into ‘hard’ results

http://forbesindia.com/printcontent/38635

  1. OCBC CEO: The evolving role of a bank CEO; Under ‘New Normal’ operating environment, CEOs need new attributes as they have to deal with many more areas

http://www.businesstimes.com.sg/premium/editorial-opinion/opinion/evolving-role-bank-ceo-20140924

http://www.businesstimes.com.sg/premium/top-stories/bank-ceos-have-juggle-smart-says-ocbc-chief-20140924

TMT

  1. (China/Tech) – CHART OF THE DAY: People Spend Over $9,000 On Alibaba Every Second?

http://www.businessinsider.sg/chart-of-the-day-people-spend-over-9000-on-alibaba-every-second-2014-9/#.VCKbkfmSyCk

  1. Tech bubble or no tech bubble?

http://ftalphaville.ft.com/2014/09/24/1979322/tech-bubble-or-no-tech-bubble/

  1. (India/Tech) – Yahoo acquires Bangalore startup, sparking excitement all around

http://qz.com/269199/yahoo-said-to-have-acquired-bangalore-startup-sparking-excitement-all-around/

  1. Africa’s MTN reinvents itself via music; Mobile operator seeks to transform itself into content provider

http://www.ft.com/cms/s/0/8ccde890-3e4e-11e4-a620-00144feabdc0.html#axzz3EE4l5liN

  1. Arm launches latest chip to power the internet of things

http://www.ft.com/intl/cms/s/0/46b08ff2-4321-11e4-8a43-00144feabdc0.html#axzz3EE29cMPA

  1. (China/Tech) – WPP partners with Chinese ecommerce company Polestar

http://www.ft.com/intl/cms/s/0/55f7fec8-4312-11e4-8a43-00144feabdc0.html#axzz3EDzjBsMZ

  1. (Spore/Tech) – Will KungfuMath help Singaporean students love the subject?

http://e27.co/will-kungfumath-help-singaporean-students-love-the-subject-20140924/

  1. Several websites and apps are transforming the way that players and coaches practice, scout other teams and analyze their own performance.

http://www.nytimes.com/2014/09/24/technology/high-school-football-gets-its-own-technological-revolution.html?ref=technology

  1. Where Profit Margins Are Hefty, Online Upstarts Muscle In

http://www.nytimes.com/2014/09/24/technology/24shave.html?ref=business&_r=0

  1. (China/Tech) – 3D printing making inroads in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140924000095&cid=1204

Consumer

  1. Tesco’s board is seriously lacking in retail experience; General business skills are not nearly enough

http://www.ft.com/cms/s/0/2c0f73a2-4245-11e4-9818-00144feabdc0.html#axzz3EE29cMPA

http://www.ft.com/intl/cms/s/0/42403074-3fe0-11e4-a381-00144feabdc0.html#axzz3EDzjBsMZ

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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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