French Regional Banks: A Case Study in Profiting from Inefficient Markets
Watch François Badelon, Chairman of Amiral Gestion, discuss the investment case for French regional banks a couple of years ago. Investors shunned
View ArticleKoon Boon Kee to Teach “Accounting Fraud in Asia” Course at Singapore...
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses
View ArticleValue Investing in a “Bursty” World
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses
View ArticleSeductive vs Sincere Share Buybacks: A Dive Into Taiwan
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses
View ArticlePerspectives on the Valuation of Indian Equities
We know so far this year Indian markets have returned about 27% for every dollar invested. Ostensibly a pro-business Govt elected to
View ArticlePeripheral Europe on Sale – Follow the Smart Asian Money
European equity markets are in a funk. The Euro is down some 8% vis-à-vis the USD and RMB over the last several
View ArticleHidden Champions in Asia: Fraud vs. Value
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses
View ArticleBuffett’s (Non)Cash-Hitter and the Wide-Moat Asian Beauty Creator
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses
View ArticleShenzhen: The World’s Most Dynamic City
As this is being written in mid-November 2014 most stories on China and Hong Kong in the financial press are about the
View ArticleThe Urgency for a Composite Measure to Detect Accounting Tunneling Fraud in Asia
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses
View ArticleAlibaba: China’s eBay Embracing its Challenges
The following research executive brief is authored by Ms. JIANG Lingjun from the Singapore Management University (SMU) Emerging Markets Club. KB Kee,
View ArticleChina Online Retail: Growing, with Challenges
The following research executive brief is authored by Ms. JIANG Lingjun from the Singapore Management University (SMU) Emerging Markets Club. KB Kee,
View ArticlePT Bank Tabungan Pensiunan Nasional: A Successful Business Model
The following research executive brief about Indonesia’s PT Bank Tabungan Nasional Tbk (BTPN IJ, MV $2bn) is authored by Daniel Igor from the
View ArticleNow We’re Cooking with Gas… New Jakarta Governor is Indonesian Chinese
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticlePhrase of the Year: The Obstacle is the Way
Reflections from the Study Mission to Myanmar and Implications for Value Investors in Asia in 2015 The following article is extracted from For more great content, visit BeyondProxy
View ArticleAccounting Fraud in Asia: Survival in the Asian Capital Jungle
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses For more great content, visit BeyondProxy
View ArticleCan You Guess This Asian Wide-Moat Company?
The following company is featured as the best monthly investment idea in the current issue of The Moat Report Asia, authored by Singapore-based For more great content, visit BeyondProxy
View ArticleAccounting Fraud in Asia: Western Tools To Catch An Asian Snake?
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses For more great content, visit BeyondProxy
View ArticleAccounting Fraud in Asia: The Tunneling of Corporate Wealth
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses For more great content, visit BeyondProxy
View ArticleThe Tunneling of Corporate Wealth in Asia
The following article is extracted from the Bamboo Innovator Insight weekly column about the process of generating investment ideas among wide-moat businesses For more great content, visit BeyondProxy
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