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Evening Bamboo Insight – 04/07/2014

Evening Bamboo Insight – 04/07/2014

Macro

1. Can Sweden avert ‘Nordic Japan’ fate?

http://www.cnbc.com/id/101810641

Asia Pacific

1. (Australia/Commodities) – The launch of a new futures exchange in Australia is the latest sign that water is becoming a speculative commodity, just like crude oil

http://fortune.com/2014/06/25/water-futures-markets/

2. (Australia) – Multibillion-Dollar Bet on Australian Gambling Hits Snag

http://online.wsj.com/articles/multibillion-dollar-bet-on-australian-gambling-hits-snag-1404354094?mod=WSJ_LatestHeadlines

3. (Asean) – Growth in Asean: in the shadow of China

http://blogs.ft.com/beyond-brics/2014/07/02/growth-in-asean-in-the-shadow-of-china/

4. (China) – China M&A rulings create hot competition for antitrust lawyers

http://www.reuters.com/article/2014/07/02/us-china-competition-lawyers-idUSKBN0F72FI20140702

5. (China) – China gets tougher on SOE corruption

http://news.xinhuanet.com/english/china/2014-07/02/c_133455792.html

6. (China) – Secretive agency leads most intense anti-corruption effort in modern Chinese history

http://www.washingtonpost.com/world/asia_pacific/secretive-agency-leads-most-intense-anti-corruption-effort-in-modern-chinese-history/2014/07/02/48aff932-cf68-11e3-937f-d3026234b51c_story.html

7. (China/Consumer) – China’s Beer Drinkers Grab a Warm One as Coors Alters Can; Drinking cold liquids is widely seen as undesirable in China. Warmer beverages are considered healthier for digestion

http://www.bloomberg.com/news/print/2014-07-02/china-s-beer-drinkers-grab-a-warm-one-as-coors-alters-can.html

8. (China) – Chinese Bank Seizes Property After Company Defaults; Until Recently, Chinese Banks Typically Rolled Over Debts by Government-Backed Entities

http://online.wsj.com/articles/chinese-bank-seizes-property-after-company-defaults-1404381240?mod=asia_home

9. High Property Prices Drive New Zealand Immigration Debate; Smaller Parties Seek to Capitalize on Migrant Issue Ahead of Sept. 20 Election

http://online.wsj.com/articles/high-property-prices-drive-new-zealand-immigration-debate-1404366537

Life

1. How to Win By Doing Less; You might think successful investors are brilliant minds who calculate complicated things with precision. They rarely are. The best are more like baseball players, able to solve complicated problems by using simple rules

http://www.fool.com/investing/general/2014/07/02/how-to-win-by-doing-less.aspx

2. One Week, 3,000 Product Ideas; Quirky Inc., With Crowd-Sourced Advice, Is an Incubator for Inventions, Gadgets

http://online.wsj.com/articles/one-week-3-000-product-ideas-1404332942

3. The Renaissance We Need in Business Education

http://blogs.hbr.org/2014/07/the-renaissance-we-need-in-business-education/

4. B-Schools Take On the Family Business; New Programs Offer Classes in Succession Planning and Communication

http://online.wsj.com/articles/b-schools-take-on-the-family-business-1404327573?mod=WSJ_hpp_MIDDLENexttoWhatsNewsForth

TMT

1. Shares in Blinkx, the Aim-listed online video advertising company, lost half their value after profit warning, coming at a time of widespread concern about questionable practices in the online advertising industry.

http://www.ft.com/intl/cms/s/0/6a9c1bf2-01b3-11e4-bb71-00144feab7de.html#axzz36OChQZk6

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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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