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Morning Bamboo Insight: 30 Sep 2014

Morning Bamboo Insight: 30 Sep 2014

Macro

  1. Economics needs to reflect a post-crisis world; The dismal science should be grounded in reality to stay relevant

http://www.ft.com/intl/cms/s/0/f9f65e88-44a3-11e4-ab0c-00144feabdc0.html#axzz3EUQLj0VS

  1. Investor groups urge nominee rethink

http://www.ft.com/intl/cms/s/0/3c6e8e3a-43db-11e4-baa7-00144feabdc0.html#axzz3EUQLj0VS

  1. Modern realities are increasing the discomfort of the comfortably off; The last time similarly privileged people felt such fear was a century ago

http://www.ft.com/intl/cms/s/0/74726658-4403-11e4-baa7-00144feabdc0.html#axzz3EUQLj0VS

  1. Testing times loom for emerging markets; Not all developing economies are ready for higher interest rates

http://www.ft.com/intl/cms/s/0/31cdf0be-4571-11e4-ab86-00144feabdc0.html#axzz3EUQLj0VS

Asia Pacific

  1. Analysis: Chinese Central Banker’s Departure Wouldn’t Necessarily Signal Policy Shift

http://blogs.wsj.com/economics/2014/09/24/analysis-chinese-central-bankers-departure-wouldnt-necessarily-signal-policy-shift/

  1. (China) – ETFs related to China’s A shares become hot targets

http://www.chinapost.com.tw/print/418210.htm

  1. (China) – From Zong Qinghou to Jack Ma, Zhejiang excels at the hard sell

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140927000074&cid=1102

  1. (Philippines) – Universal expects one-year delay in launch of $2 bln Manila casino-resort

http://www.reuters.com/article/2014/09/26/philippines-universal-ent-casino-idUSL3N0RR17Z20140926

  1. (Spore) – S’pore property outlook challenging until 2020: report

http://www.propertyguru.com.sg/property-management-news/2014/9/65493/s-pore-property-outlook-challenging-until-2020-rep

  1. (Spore) – Luck running out for Singapore’s two casinos?

http://news.asiaone.com/print/news/singapore/luck-running-out-singapores-two-casinos

  1. (Isia) – After nearly 12 years of uncertainty, the process of unification of state estate enterprises under one holding company has made a big step forward in Indonesia

http://www.thejakartapost.com/news/2014/09/27/other-opinions-the-long-awaited-restructuring.html

  1. (Msia) – Food trucks start to gain traction in the Klang Valley

http://www.thestar.com.my/Business/SME/2014/09/26/My-restaurant-has-a-handbrake-Food-trucks-start-to-gain-traction-in-the-Klang-Valley/?style=biz

  1. (China/HK) – China, Hong Kong Reveal New Rules on Stock Market Link; Stock Connect Program Will Allow Chinese Investors to Buy Hong Kong-Listed Stocks For First Time

http://online.wsj.com/articles/china-hong-kong-reveal-new-rules-on-stock-market-link-1411807815

  1. (Korea) – Jeju aims for high-tech future

http://business.asiaone.com/print/news/jeju-aims-high-tech-future

  1. Msia/Spore) – Iskandar launches hit by delays; Launches by Singapore property players in the Iskandar Malaysia development zone appear to have stalled amid a subdued market.

http://business.asiaone.com/print/news/iskandar-launches-hit-delays

 

Life

  1. Minority languages: Cookies, caches and cows; Translating technological terms throws up some peculiar challenges

http://www.economist.com/news/international/21620221-translating-technological-terms-throws-up-some-peculiar-challenges-cookies-caches-and-cows

  1. 7 Simple Ways To Expand Your Thinking And Find Original Ideas

http://www.businessinsider.sg/how-to-broaden-your-thinking-find-ideas-2014-9/#.VCZQ0_mSyCk

  1. Here’s What Google Teaches Employees In Its Course On Unconscious Bias

http://www.businessinsider.sg/google-course-on-unconscious-bias-2014-9/#.VCZP1fmSyCk

  1. 10 Must-Read Books On Happiness Summarized In One Sentence Each

http://www.businessinsider.sg/must-read-books-on-happiness-2014-9/#.VCZO-vmSyCk

  1. How Multitasking Reshapes Your Brain To Be Constantly Distracted

http://www.businessinsider.sg/multitasking-changes-your-brain-2014-9/#.VCZO4_mSyCk

  1. 如果孔子在今天

http://opinion.huanqiu.com/culture/2014-09/5153476.html

  1. The practice of practicing

http://blogs.telegraph.co.uk/culture/stephenhough/100070997/the-practice-of-practising/

  1. The secret world of the Dunkin’ Donuts franchise kings

http://www.bostonglobe.com/magazine/2014/09/17/the-secret-world-dunkin-donuts-franchise-kings/pb2UmxauJrZv08wcBig6CO/story.html

  1. Harper Lee on Reading and Loving Books

http://www.farnamstreetblog.com/2014/09/harper-lee-on-reading/

  1. What If? Serious Scientific Answers to Absurd Hypothetical Questions

http://www.farnamstreetblog.com/2014/09/what-if-serious-scientific-answers-to-absurd-hypothetical-questions/

  1. The Cult Deficit; every transformative business enterprise, every radical political movement, every truly innovative project contains some cultish elements and impulses

http://www.nytimes.com/2014/09/28/opinion/sunday/ross-douthat-the-cult-deficit.html?emc=edit_th_20140928&nl=todaysheadlines&nlid=36114517&_r=0

  1. Tips From a Hedge Fund That Bets Big in Tough Situations; The managers of the Latigo Ultra Fund look for ways to profit from business events, many of them adverse like American Airlines’ bankruptcy.

http://online.barrons.com/news/articles/SB52133021052493823286804580160083951766838?mod=BOL_hp_mag

TMT

  1. (Tech/Healthcare) – Apple’s HealthKit Ecosystem Is Finally Working

http://www.businessinsider.sg/apples-healthkit-ecosystem-is-working-2014-9/#.VCZQlvmSyCk

  1. Top Investor Explains Why VCs Throw Tons Of Money At ‘Reckless Founders At Out-Of-Control Startups’

http://www.businessinsider.sg/andreessen-on-investing-in-reckless-startups-and-founders-2014-9/#.VCZPFvmSyCk

  1. This Explains Why Samsung Has Twice The Number Of Engineers That Google Has, Yet It Still Relies On Android

http://www.businessinsider.sg/samsung-has-twice-the-number-of-engineers-that-google-has-2014-9/#.VCZOZfmSyCk

  1. (Japan/Tech) – SoftBank in talks to buy DreamWorks Animation

http://www.ft.com/intl/cms/s/0/e5f624f4-46bf-11e4-8820-00144feab7de.html#axzz3Ea5WTadL

  1. Giving Away Software to Make It More Valuable; Continuuity, a big-data start-up that spent three years developing data-analysis software, is donating it to the world as open source, and big business is taking notice.

http://bits.blogs.nytimes.com/2014/09/27/more-open-source-for-big-data/?_php=true&_type=blogs&ref=technology&_r=0

  1. Brave New Phone Call: Ray Ozzie’s new app Talko hopes to give people their voices back

https://medium.com/@stevenlevy/brave-new-phone-call-f4064a4e720f

  1. (Taiwan/Tech) – TSMC to get 84% share of global tech market

http://www.chinapost.com.tw/print/418220.htm

  1. (China/Tech) – Matrix Partners China co-founder David Zhang recently stirred heated discussion among Chinese investors with his forecast that investments in internet firms will wind down

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140928000006&cid=1202

  1. (China/Tech) – Tencent is game for global growth

http://fortune.com/2014/09/26/tencent/

  1. (Tech) – Why digital marketers should be excited about Apple Pay

http://fortune.com/2014/09/26/digital-marketing-apple-pay/

  1. The Blitz of Unstructured Data; Pulled together the right way, unstructured data can spot a terrorist or spotlight a new product people will want.

http://online.wsj.com/ad/article/narratives_brocade_67186.html?prx_t=NZQBA0a4BAgu8DA

Consumer

  1. Investigation into Tesco’s £250m profit shortfall unearths ‘corruption’ of culture

http://www.telegraph.co.uk/finance/newsbysector/epic/tsco/11125723/Tesco-could-be-forced-to-restate-accounts.html

  1. Why companies repudiate their own products

http://fortune.com/2014/09/26/soda-food-marketing/

Healthcare

  1. Why We Don’t Have A Cure For The Common Cold

http://www.businessinsider.sg/how-to-cure-a-cold-2014-9/#.VCZQ6fmSyCk

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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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