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Morning Bamboo Insight: 07/07/2014

Morning Bamboo Insight: 07/07/2014

Macro

1. The illusion of ‘low-risk’ government bonds

http://www.ft.com/intl/cms/s/0/650e1914-0362-11e4-817f-00144feab7de.html#axzz36YnvLwtv

2. Lords to grill accountancy watchdog on ‘going concern’ rules

http://www.ft.com/intl/cms/s/0/ba2edcb2-0399-11e4-817f-00144feab7de.html#axzz36YnvLwtv

3. Fed must not linger too long on QE exit; The end of easy money will hit bond markets hard if not timed right

http://www.ft.com/cms/s/0/abaedfd4-02bd-11e4-8c28-00144feab7de.html#axzz36ZAEXS6J

4. Win or Lose, It’s Where the Game Is Played That Matters in Britain; From sports to commerce, Britain embraces “Wimbledonization,” the idea that no matter the outcome, it is much better to have all the players on its home turf

http://dealbook.nytimes.com/2014/07/04/win-or-lose-its-where-the-game-is-played-that-matters-in-britain/?ref=business

5. Paying Employees to Stay, Not to Go; Restaurants like Shake Shack and Boloco that offer their employees above-average pay say they have lower turnover and better customer service

http://www.nytimes.com/2014/07/05/business/economy/boloco-and-shake-shack-offer-above-average-pay.html?ref=economy

Asia Pacific

1. (Korea/Taiwan) – South Korea’s FTA push threatens Taiwan’s global market

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140704000073&cid=1701

2. (Korea) – Mid-to-large-size newly built apartments in the Seoul metropolitan area are being sold at a steep discount after sitting idle for a long time

http://news.mk.co.kr/english/newsRead.php?sc=30800016&cm=Finance&year=2014&no=958887&selFlag=sc&relatedcode=&wonNo=&sID=308

3. (Japan) – The world’s largest vegetable factory to make use of LED has been built in one of the cities damaged by the 2011 Great East Japan Earthquake and tsunami

http://www.japantimes.co.jp/news/2014/07/03/business/corporate-business/largest-led-veggie-factory-built-quake-hit-city/#.U7Z0GPmSxqU

4. (Taiwan/Tech) – Taiwanese company amazes world with dynamic flight theater

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1204&MainCatID=12&id=20140629000101

5. (Taiwan) – New tax reforms in Taiwan target income from property sales

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1201&MainCatID=12&id=20140703000090

6. (Spore) – Singaporeans air views on PM at Speakers’ Corner

http://www.ft.com/intl/cms/s/0/458c0ee8-032b-11e4-81b1-00144feab7de.html#axzz36YnvLwtv

7. (Isia) – On Election’s Eve, Indonesia Economy Faces Crossroads; As Boom Times End, Next President Faces Choice on How to Change Gears, Avoid Resource ‘Trap’

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

http://online.wsj.com/articles/indonesia-presidential-candidates-trade-barbs-in-final-debate-1404591162?mod=wsj_india_main

http://online.wsj.com/articles/two-men-battle-for-indonesia-1404558677

8. (Isia) – Indonesia Risks Suharto-Era Return as Prabowo Rises

http://www.thejakartaglobe.com/news/indonesia-risks-suharto-era-rerun-prabowo-rises/

Life

1. The Secret of Effective Motivation: Encourage people to do something for its own sake, not for its benefits

http://www.nytimes.com/2014/07/06/opinion/sunday/the-secret-of-effective-motivation.html?ref=opinion

2. How to Redraw the World Map; What parts of the world should rethink their maps? Why and how?

http://www.nytimes.com/roomfordebate/2014/07/03/where-do-borders-need-to-be-redrawn?ref=opinion

3. This May Be The Biggest Problem With America’s ‘Common Core’ Education Standards

http://www.businessinsider.sg/heres-the-biggest-problem-with-common-core-2014-7/#.U7eJ_fmSxqU

4. Inspiring Quotes On Life, Liberty, And The Pursuit Of Happiness From Every US President

http://www.businessinsider.sg/best-inspirational-quotes-from-us-presidents-2014-7/#.U7eKlvmSxqU

5. Honesty a rare commodity

http://www.thestar.com.my/Opinion/Columnists/Sunday-Starters/Profile/Articles/2014/07/06/Honesty-a-rare-commodity/

TMT

1. VMware Declares That Windows Reign ‘Is Coming To An End’ . And The Mac Is Taking Over

http://www.businessinsider.sg/vmware-windows-is-coming-to-an-end-2014-7/#.U7eKFfmSxqU

2. Israeli High Tech Gets Aggressive

http://techcrunch.com/2014/07/05/israeli-high-tech-gets-aggressive/

3. Zuora’s Journey To Managing The Subscription Economy

 

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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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