Advertisements

Evening Bamboo Insight – 04/07/2014

Evening Bamboo Insight – 04/07/2014

Macro

1. Can Sweden avert ‘Nordic Japan’ fate?

http://www.cnbc.com/id/101810641

Asia Pacific

1. (Australia/Commodities) – The launch of a new futures exchange in Australia is the latest sign that water is becoming a speculative commodity, just like crude oil

http://fortune.com/2014/06/25/water-futures-markets/

2. (Australia) – Multibillion-Dollar Bet on Australian Gambling Hits Snag

http://online.wsj.com/articles/multibillion-dollar-bet-on-australian-gambling-hits-snag-1404354094?mod=WSJ_LatestHeadlines

3. (Asean) – Growth in Asean: in the shadow of China

http://blogs.ft.com/beyond-brics/2014/07/02/growth-in-asean-in-the-shadow-of-china/

4. (China) – China M&A rulings create hot competition for antitrust lawyers

http://www.reuters.com/article/2014/07/02/us-china-competition-lawyers-idUSKBN0F72FI20140702

5. (China) – China gets tougher on SOE corruption

http://news.xinhuanet.com/english/china/2014-07/02/c_133455792.html

6. (China) – Secretive agency leads most intense anti-corruption effort in modern Chinese history

http://www.washingtonpost.com/world/asia_pacific/secretive-agency-leads-most-intense-anti-corruption-effort-in-modern-chinese-history/2014/07/02/48aff932-cf68-11e3-937f-d3026234b51c_story.html

7. (China/Consumer) – China’s Beer Drinkers Grab a Warm One as Coors Alters Can; Drinking cold liquids is widely seen as undesirable in China. Warmer beverages are considered healthier for digestion

http://www.bloomberg.com/news/print/2014-07-02/china-s-beer-drinkers-grab-a-warm-one-as-coors-alters-can.html

8. (China) – Chinese Bank Seizes Property After Company Defaults; Until Recently, Chinese Banks Typically Rolled Over Debts by Government-Backed Entities

http://online.wsj.com/articles/chinese-bank-seizes-property-after-company-defaults-1404381240?mod=asia_home

9. High Property Prices Drive New Zealand Immigration Debate; Smaller Parties Seek to Capitalize on Migrant Issue Ahead of Sept. 20 Election

http://online.wsj.com/articles/high-property-prices-drive-new-zealand-immigration-debate-1404366537

Life

1. How to Win By Doing Less; You might think successful investors are brilliant minds who calculate complicated things with precision. They rarely are. The best are more like baseball players, able to solve complicated problems by using simple rules

http://www.fool.com/investing/general/2014/07/02/how-to-win-by-doing-less.aspx

2. One Week, 3,000 Product Ideas; Quirky Inc., With Crowd-Sourced Advice, Is an Incubator for Inventions, Gadgets

http://online.wsj.com/articles/one-week-3-000-product-ideas-1404332942

3. The Renaissance We Need in Business Education

http://blogs.hbr.org/2014/07/the-renaissance-we-need-in-business-education/

4. B-Schools Take On the Family Business; New Programs Offer Classes in Succession Planning and Communication

http://online.wsj.com/articles/b-schools-take-on-the-family-business-1404327573?mod=WSJ_hpp_MIDDLENexttoWhatsNewsForth

TMT

1. Shares in Blinkx, the Aim-listed online video advertising company, lost half their value after profit warning, coming at a time of widespread concern about questionable practices in the online advertising industry.

http://www.ft.com/intl/cms/s/0/6a9c1bf2-01b3-11e4-bb71-00144feab7de.html#axzz36OChQZk6

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: