Advertisements

Morning Bamboo Insight: 4 Oct 2014

Morning Bamboo Insight: 4 Oct 2014

Macro

  1. Wealth without workers, workers without wealth: The digital revolution is bringing sweeping change to labour markets in both rich and poor worlds

http://www.economist.com/news/leaders/21621800-digital-revolution-bringing-sweeping-change-labour-markets-both-rich-and-poor

  1. Pimco: ‘Bonds are meant to be boring’; What Bill Gross’s exit means for the industry and the company he left behind

http://www.ft.com/intl/cms/s/0/2113c320-4a12-11e4-8de3-00144feab7de.html#axzz3F3bpNb7W

  1. Breaking research out of the lab: Canada doesn’t lack innovators, it lacks entrepreneurial innovators

http://business.financialpost.com/2014/10/01/breaking-research-out-of-the-lab-canada-doesnt-lack-innovators-it-lacks-entrepreneurs/?__lsa=216d-fbd3

  1. Auto Loans: A Subprime Market Grows in the Shadows

http://www.businessweek.com/printer/articles/228876-auto-loans-a-subprime-market-grows-in-the-shadows

  1. Market Manipulation Should Be a Crime

http://www.businessweek.com/printer/articles/228924-market-manipulation-should-be-a-crime

  1. Depression Denial Syndrome; The fall of Bill Gross at Pimco is an example of how decision-makers refuse to acknowledge that the rules are different in a persistently depressed economy

http://www.nytimes.com/2014/10/03/opinion/paul-krugman-depression-denial-syndrome.html?ref=opinion

  1. Co-chief executives run the risk of in-fighting and mutual over-reliance; As Oracle appoints two chief executives, Katherine Rushton asks whether corporate double acts can ever really work.

http://www.telegraph.co.uk/finance/newsbysector/mediatechnologyandtelecoms/digital-media/11136605/Co-chief-executives-run-the-risk-of-in-fighting-and-mutual-over-reliance.html

  1. Byron Wien: So Much to Worry About; The Wall Street pro’s concerns include valuations, housing, and a group scarier than ISIS.

http://online.barrons.com/news/articles/SB51517841841143733463604580190562922585580

Asia Pacific

  1. (HK/China) – Protests Dim Hong Kong’s Allure for Rich Chinese; Singapore May View Pro-Democracy Protests as an Opportunity to Grab Some Business

http://online.wsj.com/articles/protests-dim-hong-kongs-allure-for-rich-chinese-1412335181

  1. (China) – China Won’t Bail Out Local Governments; Beijing Will Impose Ceilings on Localities’ Borrowing

http://online.wsj.com/articles/china-wont-bail-out-local-governments-puts-cap-on-borrowing-1412333311?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB12753519717962134038504580191702614415356.html

  1. (HK) – Hong Kong clashes break out away from Central protest site

http://www.reuters.com/article/2014/10/03/us-hongkong-china-idUSKCN0HN03Q20141003

  1. (Korea) – Korean private equity funds (PEF) taking over small family businesses unable to find successor

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1271857&selFlag=&relatedcode=&wonNo=&sID=308

  1. (Japan) – From free Wi-Fi to prayer rooms, Japan’s retailers are devising creative ways to encourage foreign tourists to spend.

http://www.japantimes.co.jp/news/2014/10/02/business/stores-see-profit-in-prayer-as-they-cater-to-foreign-tourists/

  1. (Korea) – Dozens of Korean corporate leaders will face questioning during the upcoming parliamentary audit of government agencies and public companies.

http://www.koreatimes.co.kr/www/news/biz/2014/10/123_165637.html

  1. (Isia) – Jokowi Urges Batik Resurgence to Boost Local Industry

http://thejakartaglobe.beritasatu.com/news/jokowi-urges-batik-resurgence-boost-local-industry/

  1. (Japan) – The weakening yen is starting to squeeze Japanese consumers as prices rise for everything from Burgundy wine to instant noodles, threatening Prime Minister Shinzo Abe’s plans to revive the country’s economy.

http://thejakartaglobe.beritasatu.com/business/burgundy-noodle-prices-rise-weaker-yen-hurts-consumers/

  1. (Isia) – In a House Far Removed From the People, Indonesia’s Oligarchic Forces Wage Battle

http://thejakartaglobe.beritasatu.com/opinion/house-far-removed-people-indonesias-oligarchic-forces-wage-battle/

  1. (India) – Honoring the Mahatma’s Legacy Through the Clean India Campaign

http://thejakartaglobe.beritasatu.com/opinion/honoring-mahatmas-legacy-clean-india-campaign/

  1. (Isia) – Insanity the Norm in Indonesian Politics

http://thejakartaglobe.beritasatu.com/opinion/editorial-insanity-norm-indonesian-politics/

  1. (Spore) – Singapore Sukuk Hub Goal Leaves a Lonely Sabana: Islamic Finance

http://www.bloomberg.com/news/print/2014-10-02/singapore-sukuk-hub-goal-leaves-a-lonely-sabana-islamic-finance.html

  1. (Isia) – Indonesian Conglomerates Warned not to Under-Invest Amid Competition

http://thejakartaglobe.beritasatu.com/business/indonesian-conglomerates-warned-invest-amid-competition/

Life

  1. Meeting deadlines: Deadlines in the future are more likely to be met if they are linked to the mind’s slippery notions of the present

http://www.economist.com/blogs/babbage/2014/10/meeting-deadlines

  1. Scientists check the engine of cheetahs, animal world’s ‘Ferrari’

http://www.reuters.com/article/2014/10/02/us-science-cheetah-idUSKCN0HR2DK20141002

  1. Billionaire Peter Thiel Explains Why He Would Tell His Younger Self To Be Less Competitive

http://www.businessinsider.sg/peter-thiel-on-success-2014-10/#.VC45xPmSyCk

  1. One CEO Uses Warren Buffett’s Strategy Of Looking For These 3 Traits In Every Job Candidate

http://www.businessinsider.sg/warren-buffett-hiring-strategy-2014-10/#.VC440_mSyCk

  1. (HK/China) – Hong Kong’s value to China goes beyond numbers

http://www.ft.com/intl/cms/s/0/acfff900-4a0b-11e4-8de3-00144feab7de.html#axzz3F3bpNb7W

  1. (China) – China’s central administration will impose hard caps on local government borrowing, its boldest move yet to control financial risks from an explosive rise in regional debt.

http://www.ft.com/intl/cms/s/0/a2fb9fec-4a18-11e4-8de3-00144feab7de.html#axzz3F3bpNb7W

  1. Yummia founder Mia McCarthy talks creating a category as her product hits Woolworths big time

http://www.brw.com.au/p/entrepreneurs/yummia_founder_woolworths_mccarthy_zr0bKlaoLOZcSQRJTVYE9L

  1. The Problem With Pragmatism: Our dominant political mind-set (pragmatism) tends dangerously toward rationalism uninformed by moral emotion

http://www.nytimes.com/2014/10/03/opinion/david-brooks-the-problem-with-pragmatism.html?ref=opinion

  1. The Evolution of Sleep: 700 Million Years of Melatonin

http://www.nytimes.com/2014/10/02/science/the-evolution-of-sleep-700-million-years-of-melatonin.html?ref=science

  1. Young, Brilliant and Underfunded; We’ll never know what breakthroughs were missed because young investigators were not provided with resource

http://www.nytimes.com/2014/10/03/opinion/young-brilliant-and-underfunded.html?ref=opinion&_r=0

  1. How Thomson Reuters Is Creating a Culture of Innovation

http://blogs.hbr.org/2014/10/how-thomson-reuters-is-creating-a-culture-of-innovation/

  1. The Most Engaging Ideas Leave Something Out

http://blogs.hbr.org/2014/10/the-most-engaging-ideas-leave-something-out/

  1. The Mysterious Popularity Of The Meaningless Myers-Briggs (MBTI)

http://www.forbes.com/sites/toddessig/2014/09/29/the-mysterious-popularity-of-the-meaningless-myers-briggs-mbti/

TMT

  1. Bill Gates: Apple Pay Is A ‘Fantastic’ Idea

http://www.businessinsider.sg/bill-gates-apple-pay-is-a-fantastic-idea-2014-10/#.VC43x_mSyCk

  1. Yahoo and eBay pressed to return to cores; With a return to their original cores, both groups might get a fresh chance to reinvent themselves

http://www.ft.com/intl/cms/s/0/fc45aa50-4a4c-11e4-bc07-00144feab7de.html#axzz3F3bpNb7W

  1. (India/Tech) – Can the Internet of Things transform India?

http://e27.co/can-the-internet-of-things-transform-india-20141002/

Investing Process

  1. Here’s Why Warren Buffett Is Buying Car Dealerships; Dealerships Do More Than Sell New Cars

http://www.businessinsider.sg/heres-why-warren-buffett-is-buying-car-dealerships-2014-10/#.VC430_mSyCk

Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: