Morning Bamboo Insight: 08 Aug 2014

Morning Bamboo Insight: 08 Aug 2014


  1. Capital Group Bets on a Different Kind of Tech; Firm’s recent filing to launch nontransparent actively managed ETFs is a wager on new distribution technology

  1. World will have 13 ‘super-aged’ nations by 2020

  1. Risk culture must change to protect financial system; Key causes of past financial crises are being forgotten

  1. A critical autumn nears for EM currencies

  1. Older firms increasingly dominate our economy. It challenges the conventional wisdom that the Internet’s relentless advance attests to the economy’s underlying vitality

Asia Pacific

  1. (China) – China’s Top Stock Fund Sees 15% Rally on Graft Crackdown

  1. (China) – Is China No Longer a Copycat?

3. (India/Consumer) – Caravan Craft adds dose of ethnic, global styles to offer unique merchandise

  1. (India) – India’s Narendra Modi confounds devotees and detractors alike

  1. (Korea) – Of 200 KOSPI-listed companies, 46 are subject to tax on excess corporate cash holdings

  1. (Korea) – Cross-shareholding structures halve at S. Korea conglomerates

  1. (Korea) – S. Korea’s 400 richest own $445mn on average

  1. (Korea) – Korean Ministry outlines 3-pronged corporate tax plan targeting two primary goals: making excess corporate cash reserves flow into households and reducing the tax burden on the middle class|home|top

  1. (China) – China’s latest anti-trust probes revive protectionism concerns

  1. (Isia) – Jokowi tested as parties want in


  1. Here Is The Mathematical Equation That Can Predict What Will Make You Happy

  1. Understanding ‘target’ market helps brand globalization

  1. Quote of the day: “Clutter is taking a toll on both morale and productivity. Ability to think creatively fell markedly if working days were punctuated with meetings. They did far better if left to focus on their projects without interruption

  1. The sudden death of the English Academy; The internet is destroying language standardization

  1. 10 Extremely Wealthy Tech Executives Who Choose To Live Frugally

  1. Dilbert Creator: The Financial Industry Is The World’s Biggest Scam

  1. 22 Quotes That Take You Inside Albert Einstein’s Revolutionary Mind: “The aim [of education] must be the training of independently acting and thinking individuals who, however, see in the service to the community their highest life problem.”

  1. Why implementation matters: How important is the way you implement a major change effort? We surveyed more than 2,000 global executives to find out-and to learn from the best


  1. (China/Tech) – Priceline Expands China Options With Ctrip Investment

  1. (Korea/Tech) – Pantech calls for help as big S Korean rivals dominate

  1. (China/Tech) – Amid Xiaomi frenzy, China’s smartphone market undergoes a revolution

  1. Aiming to Be the Netflix of Books


  1. TCM trial for stroke survivors


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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