Morning Bamboo Insight: 07 Aug 2014

Morning Bamboo Insight: 07 Aug 2014


  1. Corporate America’s ‘ABC’ policy – Anything But Capex

  1. Risk and Reward on Market Frontier; Investors Pouring Billions Into Booming Smaller Markets, Prompting Warnings

  1. What if the SEC were to Launch a Largecap Fraud Task Force: the Ode to the SEC Edition

  1. Private Equity Finds a Foothold in Israel, the Land of Venture Capital

Asia Pacific

  1. (China) – China Default Storm Seen as Record Private Bonds Mature

  1. (Korea) – S. Korea sets rules to tax excessive corporate cash reserves; a large company will be levied a 10% tax on surplus funds when it spends less than 80% of net profit on dividend payouts, additional wages or investment in facilities

  1. (Taiwan) – Billionaire’s Media Push Tests The Toughness Of A Taiwan “Strawberry”

  1. (China) – Senior suicides become the norm in rural parts of China

  1. (China) – China’s ever more precarious towers

  1. (China) – China warns of corporate bond market risks, may raise threshold for new issues

  1. Deals’ Demise Wrecks Funds’ Bets; Busted Buyouts and Warning by Obama Sting Big Investors; It’s ‘Arbageddon’

  1. Bank Regulators Roar at $700-Trillion Market

  1. Summertime Living Isn’t Easy for Macro Funds; Graham Capital, Rubicon Among Hedge-Fund Firms Feeling Heat of Poor Returns

  1. Statist Strongmen Putin-Xi See History Alive in Capitalism Clash; State capitalism isn’t confined to China and Russia. The emirates of the Persian Gulf have long fused state and bazaar

  1. (Japan) – Japan’s top banks are seeking out riskier borrowers with an eagerness not seen since the early 1990s

  1. (China) – China Steps Up Antitrust Duel With West

  1. (Spore) – Singapore IPO Market in a Slump; City-State Suffers Worst Year for IPOs Since 2009

  1. (Japan) – Unlock the Potential of Japan’s Savings; Governance reform and diversification at Japan’s largest pension fund will benefit the whole economy

  1. (Thai) – The New Thai Dictatorship; The junta lays the groundwork for an illiberal regime.

  1. (Korea) – South Korea Unveils Tax Targeting Corporate Cash Hoarders; Seoul Presses Businesses to Put Excess Funds to Work in Driving Economy


  1. Why Your Company Should Recognize Individuals, Not Worker Bees

  1. Why Is Innovation So Hard?

  1. ‘Live And Let Live’ And 4 Other Happiness Tips From Pope Francis

  1. Books – Location Is (Still) Everything: The Surprising Influence of the Real World on How We Search, Shop, and Sell in the Virtual One

  1. NTU students to get second bite at failed modules

  1. How Fiction and Finance Go Hand in Hand; For Swedish CFO Anna Belfrage, who has written six novels in her spare time, each activity improves the other

  1. Hiroshima marks anniversary of atomic bombing

  1. Fine-Art Students Get Lessons in Business; Juilliard, Berklee Embrace Programs That Develop Entrepreneurial Acumen Alongside Artistic Ability

  1. FT & McKinsey Business Book of the Year Award

  1. Malaysia’s invisible man of beverages; Ean Yong Tin Sin was already in his early 50s when he started Orgabio in 2002 to provide contract and private-label manufacturing for instant coffee and health drinks


  1. New Buying Strategy as Facebook and Google Transform Into Web Conglomerates

  1. Why Location is King for E-commerce, Too

  1. Korea/Tech) – Samsung’s next reinvention challenge: itself


  1. In Africa, haircare becomes a multi-billion dollar industry


  1. (China/Healthcare) – China’s rural timebomb: half a billion elderly people with chronic diseases and no care

Investing Process

  1. New From Mauboussin: Capital Allocation Evidence, Analytical Methods, and Assessment Guidance


  1. (Commodities/China) – Milk prices sink as ‘white gold’ floods even China demand


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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