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Morning Bamboo Insight: 14 Oct 2014

Morning Bamboo Insight: 14 Oct 2014

Macro

  1. (Macro) – U.S. regulators press banks for more on auto loan exposure to assess risks

http://www.reuters.com/article/2014/10/12/us-autos-lending-regulators-idUSKCN0I10T320141012

  1. Deutsche clampdown on bad behaviour prompts exodus of traders –FT

http://uk.reuters.com/article/2014/10/12/deutsche-bank-regulator-idUKL2N0S70X920141012

Asia Pacific

  1. (Spore) – Bears Crowd to Sembcorp Marine After Stock’s 18% Drop in Value

http://www.bloomberg.com/news/print/2014-10-12/bears-crowd-to-sembcorp-after-stock-s-18-drop-in-value.html

  1. (Isia) – Indonesia needs new growth model to boost GDP

http://news.asiaone.com/print/news/asia/indonesia-needs-new-growth-model-boost-gdp

  1. (China) – U.S. ETFs to take aim at China’s onshore bond market

http://www.reuters.com/article/2014/10/12/us-china-bond-etfs-analysis-idUSKCN0I10F320141012

  1. (India) – Modi seeks to revive India’s ‘zombie factories’, not abandon them

http://uk.reuters.com/article/2014/10/12/uk-india-industry-zombies-idUKKCN0I10X920141012

  1. (Korea) – Pardoning tycoons for economic growth; Parole’s not special treatment; Stimulus will be of no use if it fails to move companies and consumers to spend.

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2995917&cloc=joongangdaily|home|newslist2

  1. (Taiwan) – A campaign to boycott Ting Hsin (頂新集團)food products picked up momentum yesterday as food conglomerate tycoon Wei Ying-chung (魏應充) made his first public appearance since the latest tainted oil scandal erupted to apologize to the nation

http://www.chinapost.com.tw/print/419237.htm

Life

  1. Remembering the impact Lee Kuan Yew’s speeches made

http://news.asiaone.com/print/news/singapore/remembering-impact-lee-kuan-yews-speeches-made

  1. The Science of Conquering Your Greatest Fears; It may be the oldest emotion. Before happiness, before sorrow, before exhilaration, and way, way before the urge to climb mountains and bomb down steeps, there was fear

http://www.outsideonline.com/outdoor-adventure/science/The-Science-of-Conquering-Your-Greatest-Fears.html

  1. A Dozen Things I’ve Learned From Jeffrey Gundlach About Investing

http://25iq.com/2014/10/04/a-dozen-things-ive-learned-from-jeffrey-gundlach-about-investing/

  1. ‘Grit’ might be more important than IQ. Now schools need to learn to teach it.

http://www.vox.com/2014/10/9/6835197/grit-kipp-noncognitive-skills-duckworth-teaching

  1. One Great Idea From Jean Tirole, the Nobel Economist

http://www.businessweek.com/printer/articles/230302-one-great-idea-from-jean-tirole-the-nobel-economist

  1. Startup God Paul Graham Reveals The Single Most Important Quality To Look For In Company: Authenticity

http://www.businessinsider.sg/paul-graham-startups-bloomberg-2014-10/#.VDwEj_mSyCk

TMT

  1. How Hewlett-Packard lost its way

http://fortune.com/2012/05/08/how-hewlett-packard-lost-its-way/

  1. Why Programmatic Is Killing Creativity In Advertising

http://www.businessinsider.sg/programmatic-advertising-and-creativity-2014-10/#.VDwDV_mSyCk

  1. (Korea/Tech) – Maker of Korean Chat App to Ignore Legal Demands for Users’ Messages; Daum Kakao Has Stopped Honoring Warrants From Government Prosecutors in Bid to Keep KakaoTalk Users

http://online.wsj.com/articles/maker-of-korean-chat-app-to-ignore-legal-demands-for-users-messages-1413202926

  1. Competitive Pressures Loom over TSMC; As Mobile Devices Become Smaller, Race is On to Pack More Computing Capability into Each Chip.

http://online.wsj.com/articles/competitive-pressures-loom-over-tsmc-1413191871

  1. (Korea/Tech) – Tax-evading blog shopping malls mushrooming

http://news.mk.co.kr/english/newsRead.php?sc=30800003&cm=Economy&year=2014&no=1307749&selFlag=sc&relatedcode=&wonNo=&sID=308

Investing Process

  1. Vltava Fund’s Q3 2014 Letter to Investors

http://www.valuewalk.com/2014/10/vltava-funds-letter-investors

  1. How to Read an Annual Report

http://janav.wordpress.com/2014/10/03/how-to-read-an-annual-report/

  1. The Family Business Map: Framework, Selective Survey, and Evidence from Chinese Family Firm Succession

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2501364

  1. The New Lyrics of the Old Folks: The Role of Family Ownership in Corporate Innovation

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2487083

 

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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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