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Morning Bamboo Insight: 6 Oct 2014

Morning Bamboo Insight: 6 Oct 2014

Macro

  1. Agricultural land: Farmland prices are outperforming prime London property

http://www.economist.com/news/britain/21621884-farmland-prices-are-outperforming-prime-london-property-raking-it

  1. The world’s biggest container ships, longer than the Eiffel Tower is high, are a symbol of an increasingly global marketplace. But they also face strong economic headwinds

http://www.nytimes.com/2014/10/05/business/international/aboard-a-cargo-colossus-maersks-new-container-ships.html?ref=business&_r=0

  1. Investors Are Sick of Convertible Notes

http://pointsandfigures.com/2014/10/01/investors-are-sick-of-convertible-notes/

  1. “You buy emerging markets because per capita GDP is half in Indonesia what it is in Thailand, and half in the Philippines what it is in Indonesia, and half in Cambodia what it is in the Philippines. It remains a long-tail story.”

http://online.barrons.com/news/articles/SB51517841841143733463604580184331222965518

  1. The incredible shrinking dividend payout

http://online.wsj.com/articles/not-your-fathers-dividend-stocks-1412345258

Asia Pacific

  1. (HK/China) – Stark choices face Beijing over any PLA on Hong Kong streets

http://uk.reuters.com/article/2014/10/05/uk-hongkong-china-pla-insight-idUKKCN0HU02C20141005

  1. (HK) – Tremors from Hong Kong: Are protests over China’s broken promise doomed to end in violence?

http://business.financialpost.com/2014/10/04/tremors-from-hong-kong-are-protests-over-chinas-broken-promise-doomed-to-end-in-violence/

  1. (China) – China’s Inscrutable Contraction

http://www.project-syndicate.org/print/questioning-chinese-economic-climate-by-kenneth-rogoff-2014-10

  1. (Isia) – Blue Bird IPO Could Be One of Indonesia’s Largest Ever

http://thejakartaglobe.beritasatu.com/business/blue-bird-ipo-one-indonesias-largest-ever/

  1. (Isia) – Red-and-White Coalition Gives Jokowi the Blues as Prabowo Rides Over President-Elect

http://thejakartaglobe.beritasatu.com/news/red-white-coalition-gives-jokowi-blues-prabowo-rides-president-elect/

  1. (Isia) – With limited space available and skyrocketing land prices in Jakarta, theme park operators have started looking to areas outside the capital city to expand their amusement center businesses

http://www.thejakartapost.com/news/2014/10/03/theme-park-businesses-expand-regions.html

  1. (Isia) – Indonesian conglomerates need to scale down to stay relevant in business

http://www.thejakartapost.com/news/2014/10/04/ri-conglomerates-need-scale-down-stay-relevant-business.html

Life

  1. Paul Graham: Before the Startup

http://paulgraham.com/before.html

  1. What Can the McLaren Racing Team Teach the Rest of Us?

http://www.businessweek.com/printer/articles/228594-what-can-the-mclaren-racing-team-teach-the-rest-of-us

  1. Maker’s Schedule, Manager’s Schedule, Investor’s Schedule

http://hunterwalk.com/2014/09/30/makers-schedule-managers-schedule-investors-schedule/

  1. VCs Are Not Your Friends

https://www.linkedin.com/today/post/article/20141001120038-95015-vcs-are-not-your-friends

  1. There is No Such Thing as a Great Team, Only Great Habits

http://www.thisisgoingtobebig.com/blog/2014/9/29/there-is-no-such-thing-as-a-great-team-only-great-habits.html

  1. Why It’s Important to Reinvent Yourself

https://www.linkedin.com/today/post/article/20140929234617-29478030-why-it-s-important-to-reinvent-yourself

  1. How American parenting is killing the American marriage

http://qz.com/273255/how-american-parenting-is-killing-the-american-marriage/

  1. The Self-Made Man: The story of America’s most pliable, pernicious, irrepressible myth

http://www.slate.com/articles/news_and_politics/history/2014/09/the_self_made_man_history_of_a_myth_from_ben_franklin_to_andrew_carnegie.html

  1. The Four New Breeds of Entrepreneurs? To run a successful start-up, figure out if you’re a diamond, a star, a transformer or a rocket ship

http://online.wsj.com/articles/the-four-new-breeds-of-entrepreneurs-1412282673

  1. Jane Goodall on Empathy and How to Reach Our Highest Human Potential

http://www.brainpickings.org/2014/09/30/jane-goodall-empathy/

  1. Too-ticky’s Guide to Life: Wisdom on Uncertainty, Presence, and Self-Reliance from Beloved Children’s Book Author Tove Jansson

http://www.brainpickings.org/2014/09/29/too-ticky-quotes-tove-jansson/

TMT

  1. (Korea/Tech) – Samsung Raises Its Venture-Capital Profile; South Korean Electronics Firm Pushes Into New Businesses, Acts More Quickly With Acquisitions

http://online.wsj.com/articles/samsung-raises-its-venture-capital-profile-1412373782

  1. Google Working on Large-Scale Video Displays: Google X Is Developing Screens That Can Connect Like Legos to Form a Big Seamless Image

http://online.wsj.com/articles/google-working-on-large-scale-display-technology-1412346897

Commodities

  1. JP Morgan sells commodity arm to Mercuria for $800 million instead of the original $3.5 billion

http://www.reuters.com/article/2014/10/03/us-mercuria-jpmorgan-idUSKCN0HS1JA20141003

Energy

  1. (Energy) – World on the brink of oil war as Opec bickers over price; Oil prices ended last week in freefall as the world’s largest group of producers from petro-states in the Middle East dithered over whether to cut output

http://www.telegraph.co.uk/finance/newsbysector/energy/oilandgas/11140156/World-on-the-brink-of-oil-war-as-Opec-bickers-over-price.html

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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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