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Morning Bamboo Insight: 26 Sep 2014

Morning Bamboo Insight: 26 Sep 2014

Macro

  1. Former GM Product Czar Says Tesla Is ‘Grossly Overvalued’

http://www.businessinsider.sg/former-gm-product-czar-bob-lutz-says-tesla-is-grossly-overvalued-2014-9/#.VCO5xvmSyCk

  1. Property: Land of opportunity; To its advocates, land value tax has almost magical powers. Has its moment finally come?

http://www.ft.com/intl/cms/s/0/c92e084a-4300-11e4-8a43-00144feabdc0.html#axzz3EIwi0OhO

  1. We have to hope smart beta is not another example of dumb alpha

http://www.ft.com/intl/cms/s/2/e1ed6bd6-382a-11e4-a687-00144feabdc0.html#axzz3EIwi0OhO

  1. After nearly a decade, the NYFSE’s comeback is finally complete. (Suck it, NASDAQ)

http://pando.com/2014/09/23/after-nearly-a-decade-the-nyfses-come-back-is-finally-complete-suck-it-nasdaq/

  1. 2 & 20 is Dead – 1 & 15 is on the Way Out in Hedge Funds..

http://pragcap.com/2-20-is-dead-1-15-is-on-the-way-out

Asia Pacific

  1. (Viet) – Vietnam Growth Worst Since 1980s Seen on Credit Crunch: Economy

http://www.bloomberg.com/news/print/2014-09-24/vietnam-growth-worst-since-1980s-opening-as-credit-crunch-hits.html

  1. (Korea) – Korea’s Wealth Fund Doubling Staff to Pick Buffett-Style Stocks

http://www.bloomberg.com/news/print/2014-09-25/korea-s-wealth-fund-doubling-staff-to-pick-buffett-style-stocks.html

  1. (India) – Sugar Turns Bitter for India Mills as Losses Increase

http://www.bloomberg.com/news/print/2014-09-24/sugar-turns-bitter-for-india-mills-as-losses-increase.html

  1. (Japan) – Yen Befuddles as Kuroda-Inspired Selloff Accelerates: Currencies

http://www.bloomberg.com/news/print/2014-09-24/yen-befuddles-as-kuroda-inspired-selloff-accelerates-currencies.html

  1. (China) – China Watchdog Finds $10 Billion in Fake Currency Trade

http://www.bloomberg.com/news/print/2014-09-25/china-foreign-exchange-watchdog-finds-10-billion-in-fake-trade.html

  1. (India) – India Supreme Court confirms cancellation of coal licences

http://www.ft.com/intl/cms/s/0/c96d9e30-43d0-11e4-8abd-00144feabdc0.html#axzz3EJ1IMQtF

http://online.wsj.com/articles/indias-supreme-court-cancels-most-coal-licenses-given-since-1993-1411552912

  1. (Asia) – Corporate policing in Asia has improved even as companies’ own governance has slowed, according to a study that names Japan as the most-improved market while South Korean groups’ standards have deteriorated.

http://www.ft.com/intl/cms/s/0/f70e3366-4459-11e4-baa7-00144feabdc0.html#axzz3EJ1IMQtF

  1. (Isia) – Widodo seeks to pin old Jakarta on to the tourist map

http://www.ft.com/intl/cms/s/0/674c56d2-3cc9-11e4-9733-00144feabdc0.html#slide0

  1. (Asia) – Corruption is messy for business in Asia; Managers have to figure out how to avoid paying bribes – or how to pay without being caught

http://www.ft.com/intl/cms/s/0/598aa4dc-426d-11e4-9818-00144feabdc0.html#axzz3EIwi0OhO

  1. (India) – These numbers capture India’s historic and incredibly frugal Mars mission

http://qz.com/270270/these-numbers-capture-indias-historic-and-incredibly-frugal-mars-mission/

Life

  1. Trust Me, Trust Me Not; when to – when not to – believe what others say from The Power of Noticing by Max Bazerman

http://www.strategy-business.com/article/ac00063?gko=efb9e&cid=BL20140925&utm_campaign=BL20140925

  1. How Uber CEO Travis Kalanick Went From A Startup Failure To One Of The Hottest Names In Silicon Valley

http://www.businessinsider.sg/uber-ceo-travis-kalanicks-success-story-2014-9/#.VCO6pvmSyCk

  1. 26 Quotes On Getting Ahead From The World’s Hottest CEOs

http://www.businessinsider.sg/quotes-on-getting-ahead-from-hottest-ceos-2014-9/#.VCO6l_mSyCk

  1. 12 Teddy Roosevelt Quotes On Courage, Leadership, And Success

http://www.businessinsider.sg/teddy-roosevelt-quotes-2014-9/#.VCO6WPmSyCk

  1. Shortlist unveiled for FT and McKinsey Business Book of the Year

http://www.ft.com/intl/cms/s/0/f8009f8e-43ff-11e4-8abd-00144feabdc0.html#axzz3EJ1IMQtF

  1. Review: ‘Leading The Life You Want’ by Stew Friedman

http://www.ft.com/intl/cms/s/0/7017ab04-429b-11e4-9818-00144feabdc0.html#axzz3EIwi0OhO

  1. The Intuitive Investor: Non-Attachment Is the Key Intuition Skill

http://blogs.cfainstitute.org/investor/2014/09/24/the-intuitive-investor-non-attachment-is-the-key-intuition-skill/

TMT

  1. (China/Tech) – Shorting Alibaba Costs 7% to Borrow Shares After IPO

http://www.bloomberg.com/news/print/2014-09-24/shorting-alibaba-costs-7-to-borrow-shares-after-ipo.html

  1. Apple’s Manufacturing Costs Reveal The Profits It Will Make On iPhone 6; You’re paying a whole lot more for iPhone 6 Plus even though it doesn’t cost Apple that much more to make it

http://www.businessinsider.sg/analysis-iphone-6-plus-costs-prices-and-profits-2014-9/#.VCO7vvmSyCk

  1. Here Are The Next Three Industries Apple Is Likely To Reinvent

http://www.businessinsider.sg/three-products-apple-is-likely-to-make-2014-9/#.VCO7QPmSyCk

  1. The Guy Who Turned Down $500 Million For His Startup Just Landed $1 Billion Valuation; Qualtrics lets companies perform sophisticated employee and customer surveys in the cloud

http://www.businessinsider.sg/qualtrics-becomes-1-billion-business-2014-9/#.VCO5V_mSyCk

  1. Rocket Internet: red glare; Lots of good things, and nothing but losses

http://www.ft.com/intl/cms/s/3/80bab180-438c-11e4-be3f-00144feabdc0.html#axzz3EJ1IMQtF

  1. MailOnline and the next page for the ‘sidebar of shame’; Martin Clarke has made the MailOnline site a traffic magnet

http://www.ft.com/intl/cms/s/0/cf2e53d2-425e-11e4-a9f4-00144feabdc0.html#axzz3EIwi0OhO

  1. (Isia/Tech) – Indonesia’s Telkom set to build 20 “Digital Valleys”

http://e27.co/indonesias-telkom-set-to-build-20-digital-valleys-20140919-2/

Consumer

  1. (Japan/Consumer) – Domino’s Revamps Pizza Menus to Win Japan’s Working Women

http://www.bloomberg.com/news/print/2014-09-24/domino-s-revamps-pizza-menus-to-win-japan-s-working-women.html

  1. (Consumer) – Tesco May Be Cut to Junk on Overstated Profit Forecast, S&P Says

http://www.bloomberg.com/news/print/2014-09-24/tesco-may-be-cut-to-junk-on-overstated-profit-forecast-s-p-says.html

  1. (Consumer/Japan) – 12 Reasons Why Eating At KFC Japan Is Completely Different Than It Is In The US

http://www.businessinsider.sg/kfc-japan-vs-america-2014-9/#.VCO6E_mSyCk

  1. United Biscuits shortlists potential buyers including Kellogg’s

http://www.ft.com/intl/cms/s/0/822c9be0-440a-11e4-baa7-00144feabdc0.html#axzz3EJ1IMQtF

 

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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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