Daily Bamboo Innovator Insight (Macro & Country): Thursday 13 Nov 2014 – Wison Stock Collapses After Halt Lifted And Billionaire Chairman Charged

November 13, 2014 Leave a comment

Greater China

Wison Stock Collapses After Halt Lifted And Chairman Charged: Bloomberg

China’s Property Market Bottoming Out? Not So Fast: WSJ

Hong Kong fund managers eye Shanghai stock linkup as China investment quotas run out: Reuters

China Hunger for Clean Energy to Leave No Rooftop Behind: Bloomberg

19 Chinese provinces to reform and securitize state-own businesses: WantChinaTimes

China transforming from world’s factory into world’s investor: WantChinaTimes

In China, small potatoes corrupt big: OffBeat

Japan and Korea

Yen Capitulation Awakens Intervention Ghosts: Chart of the Day: Bloomberg

Japan actions risk igniting currency war; Devaluation is becoming a habit in an economy that has lost its edge: FT

Japan firms overwhelmingly want Abe to delay tax hike: TheStar

Honda grandees chide CEO over quality, recalls: TheStar

Novelis, the world’s leading aluminum rolling and recycling company, has recycled 20 billion aluminum beverage cans in Korea; Novelis recycles about 50 billion used beverage cans a year across the globe. KoreaTimes

ASEAN

Vietnam Tightens Valuations to Clean Up Bad Debt: Southeast Asia: Bloomberg

Singapore to Face Fire Sales With Home Curbs, Developer Says: Bloomberg

Joko Widodo — CEO of Indonesia Inc. JakartaPost

‘Thailand could become financial hub’ rivalling Singapore, Malaysia: Nation

Shedding light on a company that is increasingly subject to public scrutiny. From humble beginnings, the company is on its way to becoming a leading player in Malaysia’s real estate sector: TheStar

Pelikan is transferring RM1.05bil assets to its 71.32%-owned Germany-listed subsidiary Herlitz AG at a discount, as the struggling stationery maker seeks to boost current stock valuations and raise fresh funding for future growth: TheStar

To lure the bull, SGX must look beyond the China shop: BT

Shanghai-HK link leaves a Singapore divide: BT

Bakries say ‘no easy fixes’ to Bumi default: JakartaPost

Myanmar Paper Replays Junta’s Tunes; Makeover for State-Run New Light of Myanmar Appears to Be Short-Lived: WSJ

Australia

Million-Dollar Homes in Sydney Highlights RBA’s Dilemma: Bloomberg

Macro

Italians Say No to Risk as Slump Takes Toll on Startups: Bloomberg

The US is a huge hedge fund: FT

An imperfect plan for fixing the next crisis; In a serious crunch, it would be every bank regulator for itself: FT

Tim Geithner reveals in the raw how Europe’s leaders tried to commit financial suicide; Taped transcripts of the former US Treasury Secretary expose a catalogue of errors that will haunt Europe for years, made worse by misplaced righteousness: Telegraph

Japan-China Face Off in Asian Currency War; A snap Japan election may undermine reforms and put Asia’s two economic titans on a collision course. Barron’s

The Wolves of Forex; Foul-mouthed traders aren’t the biggest manipulators of currency markets. WSJ

Asian Companies Flock Into Aircraft Leasing; Li Ka-shing, Chinese Players, Japanese Seek Assets: WSJ

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Filed under Daily Insight, Macro Trends

About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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