Morning Bamboo Insight: 4 Oct 2014

Morning Bamboo Insight: 4 Oct 2014


  1. Wealth without workers, workers without wealth: The digital revolution is bringing sweeping change to labour markets in both rich and poor worlds

  1. Pimco: ‘Bonds are meant to be boring’; What Bill Gross’s exit means for the industry and the company he left behind

  1. Breaking research out of the lab: Canada doesn’t lack innovators, it lacks entrepreneurial innovators

  1. Auto Loans: A Subprime Market Grows in the Shadows

  1. Market Manipulation Should Be a Crime

  1. Depression Denial Syndrome; The fall of Bill Gross at Pimco is an example of how decision-makers refuse to acknowledge that the rules are different in a persistently depressed economy

  1. Co-chief executives run the risk of in-fighting and mutual over-reliance; As Oracle appoints two chief executives, Katherine Rushton asks whether corporate double acts can ever really work.

  1. Byron Wien: So Much to Worry About; The Wall Street pro’s concerns include valuations, housing, and a group scarier than ISIS.

Asia Pacific

  1. (HK/China) – Protests Dim Hong Kong’s Allure for Rich Chinese; Singapore May View Pro-Democracy Protests as an Opportunity to Grab Some Business

  1. (China) – China Won’t Bail Out Local Governments; Beijing Will Impose Ceilings on Localities’ Borrowing

  1. (HK) – Hong Kong clashes break out away from Central protest site

  1. (Korea) – Korean private equity funds (PEF) taking over small family businesses unable to find successor

  1. (Japan) – From free Wi-Fi to prayer rooms, Japan’s retailers are devising creative ways to encourage foreign tourists to spend.

  1. (Korea) – Dozens of Korean corporate leaders will face questioning during the upcoming parliamentary audit of government agencies and public companies.

  1. (Isia) – Jokowi Urges Batik Resurgence to Boost Local Industry

  1. (Japan) – The weakening yen is starting to squeeze Japanese consumers as prices rise for everything from Burgundy wine to instant noodles, threatening Prime Minister Shinzo Abe’s plans to revive the country’s economy.

  1. (Isia) – In a House Far Removed From the People, Indonesia’s Oligarchic Forces Wage Battle

  1. (India) – Honoring the Mahatma’s Legacy Through the Clean India Campaign

  1. (Isia) – Insanity the Norm in Indonesian Politics

  1. (Spore) – Singapore Sukuk Hub Goal Leaves a Lonely Sabana: Islamic Finance

  1. (Isia) – Indonesian Conglomerates Warned not to Under-Invest Amid Competition


  1. Meeting deadlines: Deadlines in the future are more likely to be met if they are linked to the mind’s slippery notions of the present

  1. Scientists check the engine of cheetahs, animal world’s ‘Ferrari’

  1. Billionaire Peter Thiel Explains Why He Would Tell His Younger Self To Be Less Competitive

  1. One CEO Uses Warren Buffett’s Strategy Of Looking For These 3 Traits In Every Job Candidate

  1. (HK/China) – Hong Kong’s value to China goes beyond numbers

  1. (China) – China’s central administration will impose hard caps on local government borrowing, its boldest move yet to control financial risks from an explosive rise in regional debt.

  1. Yummia founder Mia McCarthy talks creating a category as her product hits Woolworths big time

  1. The Problem With Pragmatism: Our dominant political mind-set (pragmatism) tends dangerously toward rationalism uninformed by moral emotion

  1. The Evolution of Sleep: 700 Million Years of Melatonin

  1. Young, Brilliant and Underfunded; We’ll never know what breakthroughs were missed because young investigators were not provided with resource

  1. How Thomson Reuters Is Creating a Culture of Innovation

  1. The Most Engaging Ideas Leave Something Out

  1. The Mysterious Popularity Of The Meaningless Myers-Briggs (MBTI)


  1. Bill Gates: Apple Pay Is A ‘Fantastic’ Idea

  1. Yahoo and eBay pressed to return to cores; With a return to their original cores, both groups might get a fresh chance to reinvent themselves

  1. (India/Tech) – Can the Internet of Things transform India?

Investing Process

  1. Here’s Why Warren Buffett Is Buying Car Dealerships; Dealerships Do More Than Sell New Cars


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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