Evening Bamboo Insight: 27 Jul 2014

Evening Bamboo Insight: 27 Jul 2014


1. The Right Way to Invest Globally; U.S. Investors Have Ramped Up Their Holdings of Foreign Stocks, But Some Do It the Wrong Way

2. (Macro) – How the U.S. Stumbled Into the Drone Era; Before 9/11, Washington was still locked in debate over a now familiar weapon

Asia Pacific

1. (Isia) – President-elect Jokowi crowdsources his Cabinet

2. (China) – China’s Guangdong province removes over 850 ‘naked officials’ from their posts

3. (Isia) – The small-town Mr Clean turned ‘accidental’ president; Many like him because he has ‘the face of someone from the village’. He also has a personal fortune of $2.5m

4. (India) – Jailed Indian tycoon seeks ‘deal room’ to negotiate hotels sale

5. (China) – Hollywood transformed: How China is changing the DNA of America’s blockbuster movies

6. (China) – Jim Chanos Has A Whole New Reason For Going Dark On China

7. (Korea) – SK Group in paradox; Absence of chairman felt little amid stable growth

8. (Isia) – A Beacon of Hope, Change to a Positive Yet ‘Exhausted’ Indonesia; New Indonesian President Jokowi Can Bring Certainty, Consistency to Mining

9. (Korea) – CJ Group, a conglomerate engaged in diverse industries from food production to entertainment, is starting to totter more than a year after Chairman Lee Jay-hyun, 54, was arrested and sentenced to four years in prison for embezzlement|home|newslist1

10. (Isia) – Jokowi Cabinet in Focus as KPK Pushes for Clean Line-Up

11. (China) – Top 1% Control a Third of China’s Wealth while the bottom 25 percent control just one hundredth

12. (China/Myanmar) – China’s cancelled Burma railway is its latest derailment in southeast Asia

13. (China) – PetroChina trying to trim $1.23-billion payment to Athabasca; the Chinese company, rocked by a corruption scandal, is frustrated with the high price it paid for the oil sands assets and massive cost overruns

14. (China) – Transformers 4: Unhappy Chinese advertisers sue


1. Was America’s revolution driven by political philosophers, or practical men reacting to events?

2. Engineer whose vision helped build Brazil; Norberto Odebrecht, construction executive, 1920-2014

3. Lions and tigers and… CEOs? ‘The Wizard of Oz’ as leadership guide

4. The Life and Times of a Bamboo Artist; “Every time you work with bamboo, you get something new”

5. Books – Toto’s Reflections: The Leadership Lessons from the Wizard of Oz

6. Powerful and Coldhearted: It’s hard for powerful people to feel empathy

7. No Time to Think; It could be because human beings, when left alone, tend to dwell on what’s wrong in their lives. We have evolved to become problem solvers and meaning makers

8. How anti-capitalist Michael Moore built a £30m fortune

9. Fruits and Vegetables Are Trying to Kill You; Antioxidant vitamins don’t stress us like plants do-and don’t have their beneficial effect

10. Books That Can Boost Your Portfolio: Business Classics Every Serious Investor Should Read


1. (India/Tech) – Text and Ride in India; A handful of start-ups in India have begun to use technology to more easily connect auto-rickshaw drivers with customers – a twist to Uber and Lyft

2. (China/Tech) – Baidu Finds China’s Mobile Money

3. Ready to Wear? The Internet of Things is headed for your wrist: smart watches and fitness bands. Who wins, who loses in wearable technology

4. Apple Secretly Acquired “Pandora For Books” Startup BookLamp To Battle Amazon

5. (China/Tech) – Qualcomm sales data seized amid antitrust probe in China

6. (China/Tech) – Xiaomi may have exaggerrated website hits to create hype

7. (China/Tech) – Alibaba maps out mobile internet strategy with AutoNavi


1. How Hotcha hopes to become the Domino’s of Chinese takeaway; Chinese food over took fish and chips to became the country’s favourite takeaway this year. But there is no national rival to the big pizza chains – yet

2. Koreans’ love of good coffee is getting even more intense; Seoul has 284 Starbucks-the most in the world and seven more than New York City’s 277


1. Hearing Aids: Mimicking a fly’s aural mechanism may replicate its acuity for humans

Investing Process

1. Finding Value Companies the Schloss Way

2. Research – The 52-Week High and Momentum Investing


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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