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As we journey through life, we must look beyond the current circumstances and let hope prevail – Bamboo Innovator Daily: 19 Jul (Sun)

Life

  • As we journey through life, we must look beyond the current circumstances and let hope prevail. Star
  • Optical Inventions Opened the Modern World; The glass industry empowered the lens industry, which created reading glasses, microscopes, telescopes, and the modern world of science. Barron’s

Investing Process

  • Canadian pleads guilty in massive U.S. penny stock fraud case: Reuters
  • In Search of a Universal Valuation Metric: Barron’s

Greater China

  • Huiyuan forced to sell assets amid deteriorating business: WCT
  • China’s Three Bubbles And What Could Cause Them To Burst: zerohedge
  • China must learn lessons from stock market rout: vice finance minister: Reuters
  • Manage, meddle or magnify? China’s corporate debt threat: Reuters
  • This isn’t the Chinese capital account liberalisation you’re looking for: FT

Japan & Korea

  • Time to Buy Japan’s Blue Chips; Japan’s big stocks like Hitachi, NTT, and Toyota are reforming and now offer possible gains of 30% or more. Barron’s

Macro

  • Pension Funds Burn Cities as $1 Trillion Shortfall Set to Grow: Bloomberg

Energy & Commodities

  • Eggs are now more expensive than chicken in the US: qz

Healthcare

  • Did Researchers Just Unlock the Secret to Fighting Parkinson’s Disease?: Fool
  • Biotech: The Forgotten Bubble; With valuations at nose-bleed levels and IPOs proliferating, the sector could be headed for a fall. Keep your eye on the group’s momentum. Barron’s

TMT

  • Welcome To The Unicorn Club, 2015: Learning From Billion-Dollar Companies: techcrunch
  • Think Outside The Valley: How Tech Companies Can Change The World: techcrunch
  •  Is Intel in Trouble? Or is it poised to gain a leg up on Samsung and Taiwan Semi in production of mobile chips?: Barron’s
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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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