Advertisements

Bamboo Innovator Daily Insight: 5 Apr (Sun) – It’s Not the Inequality; It’s the Immobility; Income equality is about bridging the gap between rich and poor. Economic equality is about raising up the poor

Life

  • It’s Not the Inequality; It’s the Immobility; Income equality is about bridging the gap between rich and poor. Economic equality is about raising up the poor: NYT
  • How to Love: Legendary Zen Buddhist Teacher Thich Nhat Hanh on Mastering the Art of “Interbeing”: BP
  • Ongoingness: Sarah Manguso on Time, Memory, Beginnings and Endings, and the True Measure of a Life Filled with Aliveness: BP
  • The Illustrated Story of Persian Polymath Ibn Sina and How He Shaped the Course of Medicine; How a voraciously curious little boy became one of the world’s greatest healers. BP
  • A Seizure of Happiness: Mary Oliver on Finding Magic in Life’s Unremarkable Moments: BP
  • Susan Sontag on Storytelling, What It Means to Be a Moral Human Being, and Her Piercing Advice to Writers: BP
  • The Real Reason College Tuition Costs So Much: NYT

Investing Process

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractorx

Greater China

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Chinese banks in liquidity pinch turn to Taobao to raise capital: SCMP
  • China’s Online Sales Fakery Problem Might Be Bigger Than You Think: Forbes
  • Ten must-read books that explain modern China: Fortune

Japan & Korea

  • Japan’s wary manufacturers resist Abe’s urge to splurge: Reuters

ASEAN

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Black eats black: Quah Su-Ling, the chief executive of public-listed Ipco involved in Asiasons-Blumont-LionGold penny scam, lost her $50m law suit against Goldman Sachs in London for alleged breach of contract – and was ordered to pay $15.5m to the investment bank instead: AsiaOne

Macro

  • Victims of Financial Wrongdoing Need a More Muscular S.E.C.; The regulator lacks the power to extract fines equal to the losses of harmed investors, often making class-action suits their best recourse. NYT
  • Globalization in a nutshell: A pharmacy in Paris is a Korean tourist attraction: Quartz

TMT

  • The iPad’s next frontier: Creativity for the masses; On its fifth anniversary, a look at Apple’s tablet as a medium for amateur self-expression, and what that might mean for its future.: FastCo
  • The World’s Top 10 Most Innovative Companies Of 2015 In The Internet Of Things: FastCo
  • iPhone Killer: The Secret History of the Apple Watch: Wired

Energy & Commodities

  • The eggs are not always golden: Investors need to know the intricacies of the poultry business in order to make a success of it. TheStar

Consumer & Others

  • Private Eyes in the Grocery Aisles; Food suppliers, manufacturers and markets depend on testing companies like IEH Laboratories to find contaminated products and to root out fraud. NYT
Advertisements

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.

Leave a Reply

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

WordPress.com Logo

You are commenting using your WordPress.com 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: