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Morning Bamboo Insight – 04/07/2014

Morning Bamboo Insight – 04/07/2014

Macro

1. The state as shareholder: Raison d’état; Other countries are selling off state-owned industries but France is trading up

http://www.economist.com/news/business/21605921-other-countries-are-selling-state-owned-industries-france-trading-up-raison-d-tat

2. More governance effort needed for group’s units

http://www.businesstimes.com.sg/premium/top-stories/more-governance-effort-needed-groups-units-20140703

3. The Failure of Macroeconomics; When models don’t yield the spending policies they want, some Keynesians abandon models-but not the spending

http://online.wsj.com/articles/john-cochrane-new-keynesian-macroeconomic-models-dont-support-more-stimulus-spending-1404342631?mod=Opinion_newsreel_2

4. Making Money With the Fed: Don’t Get Mad, Get Even

http://online.wsj.com/articles/heard-on-the-street-making-money-with-the-fed-dont-get-mad-get-even-1404330574

Asia Pacific

1. (Korea) – Campaign against ‘Gwanfia’ hits snag; President Park Geun-hye is showing firm resolve to root out the “Gwanfia,” or the practice of former high ranking officials taking top posts in the private sector

http://www.koreatimes.co.kr/www/news/biz/2014/07/488_160268.html

2. (Japan) – Japan’s brewers quench summer thirst with canned cocktails as beer sales slide

http://www.reuters.com/article/2014/07/02/us-japan-brewers-idUSKBN0F72FS20140702

3. (Indonesia) – What will Jokowi do?

http://country.eiu.com/article.aspx?articleid=331961817&Country=Indonesia&topic=Politics

4. (Indonesia) – Indonesia at Economic Crossroads; As Boom Times End, Next President Faces Choice for How to Change Gears, Avoid Resource ‘Trap’

http://online.wsj.com/articles/indonesia-at-economic-crossroads-1404373683

5. (China) – What do you do with millions of extra graduates? Rising joblessness among new university graduates in China and India is creating an army of educated unemployed that some fear could destabilise these huge economies

http://www.bbc.com/news/business-28062071?print=true

6. (China) – Foreign Banks See Exposure to China Port Qingdao Fraud Topping $500 Million

http://online.wsj.com/articles/foreign-banks-see-exposure-to-china-port-qingdao-topping-500-million-1404387558?tesla=y&mod=WSJASIA_hpp_sections_china&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702304628604580006663038073570.html?mod=WSJASIA_hpp_sections_china

Life

1. Fraudsters in Demand as Speakers Amid White-Collar Crackdown

http://blogs.wsj.com/riskandcompliance/2014/07/02/fraudsters-in-demand-as-speakers-amid-white-collar-crackdown/

2. Hit me baby one more time: Napster’s founders demonstrate the challenges of entrepreneurial second acts

http://www.economist.com/news/business/21605917-napsters-founders-demonstrate-challenges-entrepreneurial-second-acts-hit-me-baby-one-more

3. Why the first world war wasn’t really; And how George Washington started the first world war

http://www.economist.com/blogs/economist-explains/2014/07/economist-explains

4. Disruptive innovation: Negative externalities

http://www.economist.com/blogs/democracyinamerica/2014/07/disruptive-innovation

TMT

1. Why More Start-Ups Are Sharing Ideas Without Legal Protection

http://www.nytimes.com/2014/07/03/business/smallbusiness/why-more-start-ups-are-sharing-ideas-without-getting-legal-protection.html?emc=edit_dlbkam_20140703&nl=business&nlid=36114517&ref=business&_r=0

2. At Google, there is no manual

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2991498

3. GE’s First Quirky Device Isn’t Very Quirky; GE’Industrial Giant Says It’s Working With Crowdsourcing Startup to ‘Reinvent’ Appliances-But Not Leaving Much to Chance

http://online.wsj.com/articles/ges-first-quirky-device-isnt-very-quirky-1404323143

 

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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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