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Morning Bamboo Insight: 27 Sep 2014

Morning Bamboo Insight: 27 Sep 2014

Macro

  1. Goldilocks nationalism: The size and homogeneity of a country’s population has a big bearing on its economic policies

http://www.economist.com/news/finance-and-economics/21620204-size-and-homogeneity-countrys-population-has-big-bearing-its-economic

  1. The future of banking: You’re boring. Get used to it; Big banks have changed a lot, but there is more restructuring to come

http://www.economist.com/news/leaders/21620201-big-banks-have-changed-lot-there-more-restructuring-come-youre-boring-get-used

Asia Pacific

  1. (China) – China’s communist party expels senior internet regulator for graft

http://www.reuters.com/article/2014/09/26/us-china-corruption-idUSKCN0HL11M20140926

  1. (India) – India’s economy: Reform à la Modi; The new government’s modest policies will not bring back 9% growth

http://www.economist.com/news/finance-and-economics/21620231-new-governments-modest-policies-will-not-bring-back-9-growth-reform-la-modi

  1. (China) – Investing in Chinese shares: Rickety rails; A new tie-up opens Shanghai’s stockmarket to foreigners

http://www.economist.com/news/finance-and-economics/21620233-new-tie-up-opens-shanghais-stockmarket-foreigners-rickety-rails

  1. (Japan) – Gambling in Japan: Legal gambling and changing tastes threaten the huge pachinko business

http://www.economist.com/news/business/21620248-legal-gambling-and-changing-tastes-threaten-huge-pachinko-business-balls-air

  1. (Korea) – Taxing corporate cash: A tempting target; South Korea’s government tries to get firms to spend their accumulated riches

http://www.economist.com/news/finance-and-economics/21620287-south-koreas-government-tries-get-firms-spend-their-accumulated-riches

  1. (India) – India in space: MOMs are from Mars; A giant step for national pride

http://www.economist.com/news/asia/21620254-giant-step-national-pride-moms-are-mars

  1. (India) – India’s ruling party: Floating high; The ruling Bharatiya Janata Party eyes a new round of electoral gains

http://www.economist.com/news/asia/21620251-ruling-bharatiya-janata-party-eyes-new-round-electoral-gains-floating-high

  1. (Asia) – Corporate saving in Asia: A $2.5 trillion problem; Japanese and South Korean firms are the world’s biggest cash-hoarders. This hurts their economies

http://www.economist.com/news/leaders/21620203-japanese-and-south-korean-firms-are-worlds-biggest-cash-hoarders-hurts-their

  1. (China) – China’s water crisis: Grand new canals; Vast new waterways will not solve China’s desperate water shortages

http://www.economist.com/news/leaders/21620202-vast-new-waterways-will-not-solve-chinas-desperate-water-shortages-grand-new-canals

  1. (Korea) – South Korea embezzlement probe of Kumho Asiana highlights governance woes

http://www.ft.com/intl/cms/s/0/25ecc192-4492-11e4-ab0c-00144feabdc0.html#axzz3EOrJvHPA

  1. (China) – Shaolin Temple kicks out at administration over ticket revenue

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140926000020&cid=1103

Life

  1. The Show-Off Society; Has there been an explosion of elite ostentation? If so, does it reflect moral decline, or a change in circumstances?

http://www.nytimes.com/2014/09/26/opinion/paul-krugman-the-show-off-society.html?emc=edit_th_20140926&nl=todaysheadlines&nlid=36114517

  1. The arduous work of imposing order is critical to success in any realm, from the international state system to one’s own mind

http://www.nytimes.com/2014/09/26/opinion/david-brooks-routine-creativity-and-president-obamas-un-speech.html?emc=edit_th_20140926&nl=todaysheadlines&nlid=36114517&_r=0

  1. Scrambled signals: Did financial journalists fail to spot the crisis?

http://www.economist.com.libproxy.smu.edu.sg/news/finance-and-economics/21620232-did-financial-journalists-fail-spot-crisis-scrambled-signals

  1. The look of a leader: Getting to the top is as much to do with how you look as what you achieve

http://www.economist.com/news/business/21620197-getting-top-much-do-how-you-look-what-you-achieve-look-leader

  1. Human evolution: Fireside tales; The invention of fire may explain the preference for evening entertainment

http://www.economist.com/news/science-and-technology/21620048-invention-fire-may-explain-preference-evening

  1. Scientific publishing: Changes that will bring scientific discovery more freely into the public domain are happening. About time too

http://www.economist.com/news/science-and-technology/21620051-changes-will-bring-scientific-discovery-more-freely-public-domain

  1. A Billionaire Facebook Co-Founder’s Guide To Becoming An Awesome Entrepreneur

http://www.businessinsider.sg/dustin-moskovitzs-startup-advice-deck-2014-9/#.VCUIvfmSyCk

http://tech.genius.com/Sam-altman-lecture-1-how-to-start-a-startup-annotated

  1. How Tory Burch Built A $3.5 Billion Company In Less Than A Decade

http://www.businessinsider.sg/tory-burch-success-story-2014-9/#.VCUH5_mSyCk

  1. How to market brand Beyoncé; The R&B megastar is fond of risky commercial decisions

http://www.ft.com/intl/cms/s/2/9ebce5a6-43d0-11e4-8abd-00144feabdc0.html#axzz3EOrJvHPA

  1. China: Restaurant ‘sold opium-laced noodles’ in an apparent effort to keep customers coming back

http://www.bbc.com/news/blogs-news-from-elsewhere-29312562?print=true

TMT

  1. Decrypting Google: Don’t be modest; The search giant shares some of its business methods

http://www.economist.com/news/books-and-arts/21620056-search-giant-shares-some-its-business-methods-dont-be-modest

  1. Oracle’s boss resigns: Transition, not succession; Larry Ellison’s job swap is only the start of a big transition at the firm he founded

http://www.economist.com/news/business/21620196-larry-ellisons-job-swap-only-start-big-transition-firm-he-founded-transition

  1. US media mergers have dried up but Univision may be on the cards

http://www.ft.com/intl/cms/s/0/b00eac04-4498-11e4-bce8-00144feabdc0.html#axzz3EOrJvHPA

  1. Peter Thiel: Robots are our saviours, not the enemy; The alternative is a world in which wages fall and prices rise

http://www.ft.com/intl/cms/s/0/db02d75c-4400-11e4-baa7-00144feabdc0.html#axzz3EOrJvHPA

  1. (China/Tech) – E-commerce supply chain platform CCIG Mall brings Italian products to China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140926000045&cid=1202

Consumer

 

Healthcare

  1. (Healthcare/Tech) – Market for Online Sales of Prescription Drugs Grows in Fits and Starts

http://english.caixin.com/2014-09-25/100732994.html

Investing Process

  1. The Securities and Exchange Commission has charged a Silicon Valley software company and two former executives in an accounting fraud where timesheets were falsified to hit quarterly financial targets.

http://www.accountingtoday.com/news/accounting-news/silicon-valley-co-charged-in-accounting-fraud-72103-1.html

Commodities

 

Energy

  1. Oil majors’ R&D into conventional and renewable energy at risk; The companies that own the world’s most powerful supercomputers for commercial use are not in the information technology industry, neither in biotech nor even finance.

http://www.ft.com/intl/cms/s/0/c69618a0-4050-11e4-a343-00144feabdc0.html#axzz3EOrJvHPA

 

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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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