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

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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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), 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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