Morning Bamboo Insight: 17 Aug 2014

Morning Bamboo Insight: 17 Aug 2014


  1. A Crisis a Century in the Making: The Arab world is still trying to sort out the unfinished business of the Ottoman Empire

  1. Finance: The FICC and the dead; Banks’ once-mighty trading businesses are humbled. Will a return of volatility to the markets revive them?

  1. Equity research undergoes big structural changes as a result of regulation, which is hitting at the investment banking model and playing into the hands of independent groups

  1. SEC Launches Examination of Alternative Mutual Funds

Asia Pacific

  1. (Japan) – How to profit from Japan’s ‘revolution’: An economic overhaul is underway in Japan aimed to put investors’ interests first. Can you benefit?

  1. (China) – Official suicides reflect China’s “psychological pressure”

  1. (China) – Majority of provinces refuse to lay bare number of ‘naked officials’; China is conducting a cross-country investigation of “naked officials,” with a focus on Fujian province, and will complete the task by the end of August

  1. (China) – China’s Power Politics: Xi Jinping’s war against corruption is being conducted in a “you-die-I-live” world where losers risk forfeiting far more than their jobs

  1. (India) – A shock to Delhi’s durbar culture: Modi is discouraging his ministers from excessive socialising in the capital, lest they be seen as too cosy with special interests

  1. (Msia) – State leadership crisis could split Malaysia’s opposition

  1. (Japan) – Drop a coin, grab a snack: Kiosk-in-a-box spreads in Japan

  1. (China) – How One Police Chief Built a Graft Network over Four Decades in Power

  1. (Thai) – Thai Military Rulers Look to Past For Answers on Economy; Government-Led 1980s Boom Seen as a Model

  1. (Myanmar) – Myanmar in Talks to Get First Credit Rating; Rating Could Pave Road to Eventual Debut Global-Bond Sale

  1. (China) – Shanghai Prosecutor Approves Arrest of Former Bright Food Chairman; Wang Zongnan’s Arrest Is Latest Fall of Top Executive Because of Suspected Corruption

  1. (China) – Anxiety Is Local in China’s Property Woes


  1. Korean Catholicism marked by volatile history|home|top

  1. The Funny Story Of How Robin Williams Inspired Christopher Reeve To Embrace Life

  1. Nassim Taleb Outlines Every Sin To Remember On One Card

  1. In Scenario Planning, Shell Shows the Way; Authors Wilkinson and Kupers bring insider perspective to a model strategic approach

  1. Why 6 p.m. is the toughest time to be a good parent; “Gradually increasing fatigue from unremarkable activities can lead to systemic moral failure. Even ethical people can’t avoid it.”


  1. (Australia/Tech) – Online orders help Domino’s Pizza deliver sizzling result

  1. (Korea/Tech) – Sharing economy triggers controversy in S. Korea; Kozaza, a company offering sharing accommodation at South Korea’s traditional housing Hanok, when the KTO launched the ‘Hanok Stay’ website

  1. Will 3-D Printers Change the World?

  1. Bridges to span Amazon’s dominance

  1. (China/Tech) – Carlyle Invests in Chinese Classified Ad Site

  1. (Tech/Healthcare) – Apple prepares Healthkit rollout amid tangled regulatory web


  1. (China/Consumer) – China made McDonald’s and Yum Brands give up one of their most guarded secrets


  1. Tactic in Alzheimer’s Fight May Be Safe, Study Finds

  1. How Bionic Ears Have Changed People’s Lives

Investing Process

  1. The “Big Tent” of Value Investing: Approaches, Lessons, Ideas by John Mihaljevic of Manual of Ideas in Trani


  1. Kinder Morgan’s RIch Kinder, The Man Who Made $1.5 Billion In A Morning Just Did So By Outsmarting All Of Wall Street




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.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: