Evening Bamboo Insight: 09/07/2014

Evening Bamboo Insight: 09/07/2014


1. Let’s unleash the economic might of Britain’s regions; Every part of this country is building a strategy for growth

2. Three’s a crowd: The instability that stems from trilemmas

3. The global monetary system: Not floating, but flailing; After 150 years of monetary experimentation, the world remains unsure how to organise global finance

4. Bulgarian banks: Digital rumours; What caused the run on two of Bulgaria’s largest banks?

5. The Luis Suárez of international finance: Argentina’s debt stand-off reflects a teenage attitude that rules are there to be broken

6. Mexico’s reforms: Foreigners enthuse over Enrique Peña Nieto’s reforms. Mexicans are warier

7. The struggle to avoid divorce between Britain and the European Union

8. The Bretton Woods agreements: The 70-year itch; Both the West and China are neglecting the institutions that help keep the world economy upright

Asia Pacific

1. (Isia) – In Closing Debate, Joko Promises Bureaucratic ‘Breakthrough’, While Prabowo Strives for ‘A Dignified Nation’; Confident Joko Shows True Colors in Final Presidential Debate

2. (China) – Investment craze for China’s Dairy Farms

3. (China) – Su Zhijun, grandson of PLA general Su Yu

4. (China) – State-owned Chinese food processing companies are suspected of raking in massive profits from importing genetically modified corn from the United States

5. (Taiwan) – Taiwan’s foreign exchange reserves hit a new high of US$423.5 billion by the end of June

6. (Korea/Tech) – S Korea to break away from Windows by 2020

7. When Teflon wears off: The economy cannot shrug off Thailand’s political problems

8. Waiting for the Modi mojo: In its first budget, the government must fix public finances and offer reforms

9. (Isia) – Indonesia’s presidential election: Competing visions; A political naif represents a more hopeful future for Indonesia than a Suharto-era soldier


1. This Fourth Of July, Stop To Thank Chinese Alchemists

2. Citizen Bezos

3. Lessons Sports Direct investors could learn from the plight of Morrisons; Sir Ken Morrison and Mike Ashley of Sports Direct have a lot in common, including their attitude to corporate governance. And look at what happened to Morrisons

4. How Poundland’s Jim McCarthy helped changed the rag tag image of pound shops; The Poundland chief executive has transformed the business, but it was family illness that first brought him to the retailer

5. Donors Give More When They Have a Sense of Belonging

6. At Zingerman’s, Pastrami and Partnership to Go; From its beginnings in Ann Arbor, Mich., a deli has grown into a circle of businesses, all celebrating employee involvement

7. Many Founding Fathers Were Shockingly Young When The Declaration Of Independence Was Signed In 1776

8. Textbook cases, Chapter 10; In which democracies join in East Asia’s history wars

9. German schools: The Gymnasium revolt; Parents fret over how long children should stay in school


1. (Korea/Tech) – S Korea to break away from Windows by 2020

2. Free Video Games Say Pay Up or Wait, Testing Players’ Patience; Free-to-download mobile games have become a lucrative business, but aggressive appeals for in-app purchases are turning off some players

3. Emerging TV Markets Are Going To Crush European TV Markets

4. The World’s Languages Have A Significant Bias Towards Happiness

5. Tethered by history: The failures of the Arab spring were a long time in the making


1. Sports Direct: How Britain’s biggest sports retailer flourished during the recession



About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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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