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Daily Bamboo Insight: 01/07/2014

Daily Bamboo Insight

Macro 

1. Secrecy of Dark Pools Can Blur Both Ways; what seems to have escaped notice is that a lack of transparency is almost sure to invite abuses

http://dealbook.nytimes.com/2014/06/30/secrecy-of-dark-pools-can-blur-both-ways/?_php=true&_type=blogs&emc=edit_dlbkpm_20140630&nl=business&nlid=36114517&_r=0

2. Hedge funds’ correlation with the equity market has risen back to pre-financial crisis highs, raising fears that the $2.7tn industry could again suffer sharp losses in the event of a market slide

http://www.ft.com/intl/cms/s/0/b5ad4370-fde7-11e3-acf8-00144feab7de.html#axzz36A4WnU9X

3. FASB Turning Back Clock on Global Accounting, IASB Leader Says

http://ww2.cfo.com/gaap-ifrs/2014/06/fasb-turning-back-clock-global-accounting-iasb-leader-says/?utm_campaign=CFOWeekly&utm_source=CFO-email&utm_medium=email&utm_content=CFOWeekly_Friday_2014-6-27&utm_term=the-economy

4. Soros Dabbles in Shareholder Activism

http://dealbook.nytimes.com/2014/06/27/soros-dabbles-in-shareholder-activism/?emc=edit_dlbkam_20140630&nl=business&nlid=36114517

 

Life

1. Warning, high voltage: scientists solve mysteries of electric fish http://www.reuters.com/article/2014/06/26/us-science-fish-idUSKBN0F12UW20140626

2. Passion for Reality: The Extraordinary Life of the Investing Pioneer Paul Cabot

http://www.amazon.com/gp/product/0231167466?ie=UTF8&camp=1789&creativeASIN=0231167466&linkCode=xm2&tag=moi0e-20

3. Sleep as a Competitive Advantage

http://dealbook.nytimes.com/2014/06/27/sleep-as-a-competitive-advantage/?emc=edit_dlbkam_20140630&nl=business&nlid=36114517

 

Energy

1. Following long ban, U.S. could dominate global light oil supply

http://www.reuters.com/article/2014/06/30/us-oil-exports-u-s-idUSKBN0F50B320140630?feedType=RSS&feedName=businessNews

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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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