Morning Bamboo Insight: 2 Aug 2014

Morning Bamboo Insight: 2 Aug 2014


  1. Property along Berlin’s former ‘death strip’ lures wealthy buyers

  1. London property may be haven for dirty money

  1. Why accounting standards are getting more complex; They reflect a more complex economic reality, but they can be made more manageable: IASB

  1. Most hedge funds fail

  1. Britain’s new enemies: immigrants and capitalists

  1. A bubblegum fix for banks will make finance safer; It’s a pity it has taken a financial crisis to force financiers to embrace barcodes

Asia Pacific

  1. (China) – China Cultural Revolution ‘hero’ to make $30 mn from IPO

  1. (Spore) – From next year, life insurers in Singapore will have to sell protection up to a sum assured of S$400,000 under a government- mandated direct-purchase scheme – the first in the world

  1. (Macau/HK) – Macau follows in Hong Kong’s footsteps; In Macau, organisers hope more than 400 people will vote in the unofficial poll on the election of the chief executive, so there will be more than those taking part in the official exercise

  1. (Isia) – The Ruinous Pitfalls of a Divided Indonesia

  1. (Philippines) – Skipped Meals Show Pain as Philippine Interest Rate Rise Nears

  1. (Isia) – From Seed Sovereignty to Food Sovereignty in Indonesia’s Future

  1. (Spore) – Singapore set to criminalise manipulation of financial benchmarks

  1. (Taiwan) – Taiwan’s FSC announced plans to impose tighter control on research reports published by analysts at foreign institutional investors

  1. (HK) – Li Ka-shing cashes in on prison cell-sized flats in HK

  1. (China) – Carmakers slash prices in response to China’s anti-trust campaign

  1. (China/Viet) – Pearl River Delta Manufacturers look to Vietnam

  1. (China) – In China, More Girls Are on the Way; “Son preference” is slowly fading as China gets more educated

  1. (China) – Building the Whole Foods of China?

  1. (Korea) – Supercool South Korea!

  1. (China) – Xi anti-fraud crackdown reduces allure of joining Communist party

  1. (India) – An unloved billionaire: Why Mukesh Ambani, India’s richest man, needs to reform his empire


  1. Aldous Huxley Vs George Orwell

  1. How 4 Successful Entrepreneurs Came Back After Startup Failure

  1. Henry L Fellowes took an extremely simple idea and turned it into a multi-million dollar enterprise that specialises in boxes, shredders and office products. Fourth gen succeeds the business

  1. The cautionary tale of US supermarket chain Market Basket; family feud prompts staff and customer loyalty to ousted CEO

  1. Ann Teoh’s long, hard road to success

  1. Being lonely at work is bad for business

  1. The End of Theory: The Data Deluge Makes the Scientific Method Obsolete

  1. A new tool tells companies when they’re about to lose their best people

  1. 15 Research-Backed Ways To Make People Like You

  1. 7 Timeless Lessons From Bill Gates’ Favorite Business Book

  1. 13 Successful Entrepreneurs Share Their Favorite Piece Of Advice

  1. How Tesla Went From Near-Failure To Stunning Profitability In Just A Few Years


  1. (China/Tech) – Alibaba: 7 Bear Cases Their Bankers May Not Mention To You

  1. (China/Tech) – Xiaomi’s star rises as Chinese handset makers gnaw at Samsung’s share: report

  1. (Tech) – In Real Estate Listings Deal With Zillow, Trulia Bears Most of the Risk

  1. How digital is transforming retail: The view from eBay; Does mobile commerce spell the end of traditional stores? Devin Wenig, president of eBay Marketplaces, explains the impact of digitization and why retailers must evolve to survive

  1. Inside the stressed-out, time-crunched patent examiner workforce

  1. Sensors in Heavy Machinery Signal Need for Better Analytics

  1. (Korea/Tech) – Samsung Mutes Calls for Dividend Payouts; The Korean electronics giant left its interim dividend unchanged Thursday, despite earlier promises to boost cash returns

  1. Teradata chief big on data analytics; There are three “V’s” that drive big data: velocity, variety and volume|home|newslist2

  1. Four paths to business model innovation, and how Amazon has successfully applied them

  1. (China/Tech) – Qualcomm may face ‘symbolic’ fine for China monopoly

  1. A Shortcut to Cure Big Data Headaches

  1. Scientists Are Working On A Vision-Correcting Tablet Screen That Would Replace The Need For Reading Glasses

  1. (Korea/Tech) – CHART OF THE DAY: Samsung’s Transformation Into A Mobile Company

  1. (India/Tech) – Infosys poised for software reboot; Incoming Infosys chief executive Vishal Sikka plans to move away from “low-cost, mundane” software services and focus on new high-growth business lines


  1. (Australia/Consumer) – Is Solomon Lew, the billionaire with the Midas touch, eyeing Myer via Premier?

  1. (China/Consumer) – Diageo takes £264m hit after China’s luxury goods crackdown; Drinks maker hit by its stake in Shui Jing Fang as sales tumble 78% after government action over baijiu and other brands

  1. Coke Confronts Its Big Fat Problem


  1. Drug pricing: Bitter pill; A hepatitis treatment’s soaring price is prompting the debate that most alarms the industry

Investing Process

  1. Research – News Dissemination and Investor Attention

  1. Research – Ponzis: The Science and Mystique of a Class of Financial Frauds


  1. High cocoa prices no match for a sweet tooth





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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