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Morning Bamboo Insight: 03/07/2014

Morning Bamboo Insight

Macro

1. You may want to ignore the ‘next big thing’ in mutual funds; You may want to ignore the ‘next big thing’ in mutual funds

http://www.marketwatch.com/story/the-next-big-thing-in-mutual-funds-2014-06-30/print?guid=0E00C80A-006B-11E4-B2B1-00212803FAD6

Asia Pacific

1. Bullet Train Set to Slash Travel Time From Jakarta To Bandung

http://www.thejakartaglobe.com/news/bullet-train-set-slash-travel-time-jakarta-bandung/

2. Lessons of 1997 to help Thailand against future crises

http://www.nationmultimedia.com/business/Lessons-of-1997-to-help-Thailand-against-future-cr-30237562.html

3. Beijing has banned Ramadan for many Muslims in Xinjiang

http://qz.com/229329/beijing-has-banned-ramadan-for-many-muslims-in-xinjiang/

4. Beijing Plans 10,000 Rapid-Charging Stations, but They Won’t Support Tesla

http://english.caixin.com/2014-07-02/100698704.html

5. Korea remains ‘Republic of Suicide’

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991496

6. Orion chairman raked in dividends; “Orion is giving all the work to IPak and in return it is compensating Dam through dividends”

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991487

7. Confusing Messages For Investors And Multinationals From China’s Healthcare Reforms

http://www.forbes.com/sites/benjaminshobert/2014/07/01/confusing-messages-for-investors-and-multinationals-from-chinas-healthcare-reforms/print/

8. Finding new ways to curb insider trading in Singapore

http://business.asiaone.com/print/news/finding-new-ways-curb-insider-trading

9. Korea’s cigarette prices among the world’s lowest

http://news.asiaone.com/print/news/asia/korea%E2%80%99s-cigarette-prices-among-world%E2%80%99s-lowest

10. Former Indonesian Constitutional Court chief gets life sentence

http://news.asiaone.com/print/news/asia/former-indonesian-constitutional-court-chief-gets-life-sentence

Life

1. You can make a state-of-the-art hospital out of bamboo

http://qz.com/228319/you-can-make-a-state-of-the-art-hospital-out-of-bamboo/

2. Leaders motivated by power over others will not thrive in this new world

http://blogs.hbr.org/2014/07/leadership-is-about-to-get-more-uncomfortable/

3. The Content Marketing Revolution

http://blogs.hbr.org/2014/07/the-content-marketing-revolution/

4. Four ways your business can beat the imitators: health.com.au co-founder Andy Sheats

http://www.brw.com.au/p/leadership/four_ways_your_business_founder_RMAeT3KVXc0WpCao3EwAPN

5. Startups Anonymous: 25 questions founders are too embarrassed to ask

http://pando.com/2014/07/02/startups-anonymous-25-questions-founders-are-too-embarassed-to-ask/

6. 8 Great Pieces Of Startup Advice From 4 Silicon Valley Stars Under 30

http://www.forbes.com/sites/jeffbercovici/2014/07/01/8-great-pieces-of-startup-advice-from-4-silicon-valley-stars-under-30/print/

TMT

1. Intelligent cars draw investors to tech stocks

http://www.reuters.com/article/2014/07/02/us-tech-autos-stocks-idUSKBN0F70H320140702?feedType=RSS&feedName=businessNews

2. Big data’s dirty problem

http://fortune.com/2014/06/30/big-data-dirty-problem/

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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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