Morning Bamboo Insight: 12 Jul 2014

Morning Bamboo Insight: 12 Jul 2014


1. As Atlantic City’s fortunes fade, casino workers fear bleak future

2. How 20 Years Have Transformed the Chemical Industry; The 2013 Chemical Industry Value Creators Report

3. The Crisis on the Border; No one who wants to help has authority, and no one with authority is helping. The horrifying sight of children from Central America sitting in camps at the U.S. border has turned the immigration debate mad

4. Unhappy Fed feels understood by markets

5. Scoping the new subprime as watchdogs cry ‘bubble’

6. ‘Anyone with half a brain’ could do buy-to-let; Property tycoons Fergus and Judith Wilson to sell portfolio

7. Carlos Slim, Mexico’s mogul of mobile; A new monopoly-busting law could yet prove fruitful for the telecoms tycoon

8. Regulators turn aim on broker research

9. BlackRock’s Aladdin: genie not included; Risk management technology is no substitute for investor instinct

10. Hedge funds miss out on equity surge; “We need markets to be driven more by fundamentals and less by cheap money.”

11. Gates, Adelson and Buffett Scold Congress on Immigration

Asia Pacific

1. (Asean) – Cambodia garment workers struggle to survive

2. (Msia) – A day after their operations were deemed illegal, two of the multi-level marketing schemes run by self-proclaimed Chinese millionaire Zhang Jian were raided by the Malaysian authorities

3. (Isia) – Fraud fears as Indonesia awaits end to presidential deadlock

4. (China) – 11 Disturbing Charts About The Chinese Economy

5. (Korea/China) – Is Korean Steel Really Chinese? China Looms Large in a U.S. Decision on Whether to Impose Tariffs on South Korean Steel

6. Catholics in Business Wrestle With Pope Francis’ Attacks on Capitalism; ‘If the Pope’s Message Is Going to Be Effective, It Has to Be Realistic’

7. (Myanmar) – Burma’s Struggle to Stay Ancient; As tourism skyrockets, Burma needs to prioritize preserving its heritage

8. (India) – Modi Blueprint Lacks Bold Designs for India

9. (Japan) – Japan’s GPIF allocates to smart beta

10. (Msia) – The whereabouts of the self-proclaimed Chinese millionaire Zhang Jian remain unclear even after multiple raids have been conducted on his MLM offices in the country

11. (Japan) – Japanese firms near crisis point as labour shortage deepens

12. (China) – Stop indulging China’s banks or risk another crisis

13. (Philippines) – Philippines’ Aquino Keeps Budget Chief Amid Corruption Scandal

14. (Thai) – Thai junta to share power with new government despite international calls for a return to full civilian rule

15. (Japan) – Japan’s pachinko parlor operators take in $187 billion in bets annually. A decline has them eyeing casinos

16. (Japan/Tech) – Nintendo slashes earnings outlook to a loss on grim sales; Since October 2007, when its market capitalisation peaked amid excitement over the new Wii console, Nintendo has lost almost 80 per cent of its equity value

17. (India) – The success of a loan applicant in India hinges overwhelmingly on the language he speaks

18. (China/Tech) – Local investors miss out on sizzling Chinese tech stocks

19. (China) – Xi Jinping’s corruption purge is pitting China’s state-owned giants against each other


1. Shorter sleep may speed brain aging

2. PBS Interview with Peter Lynch

3. How Does Creativity Really Work? BCG’s Alan Iny Discusses the Implications of Creativity on Business

4. The Daily Routines Of 26 Of History’s Most Creative Minds

5. How DARPA’s Brain Chip Could Restore Lost Memories

6. Crack Down on Scientific Fraudsters; Millions of dollars in government grants are misused for fake results

7. Game Theory Secrets for Parents; Can’t get your children to eat their vegetables or clean up their toys? Game theory offers some solutions

8. Eileen Ford, Founder of Ford Model Agency, Dies; Known for Her Eye for Talent, Ford Launched the Careers of Numerous Supermodels

9. How Fashion Legend Issey Miyake Stays Creative; At 76, Miyake is still trying to make people think critically about design

10. How “Dawn Of The Planet Of The Apes” Raised The Blockbuster Bar With Emotion, Realism

11. Lego: King of the castle; Focus on detail and digital expansion have helped the Danish toymaker thrive in a tough market

12. Moshi Monsters creator Michael Acton Smith to step down; Entrepreneur struggles with operational demands atop Mind Candy

13. Many levels of mistrust: Multi-level marketing schemes have made many millionaires who live it up. But for every one of those success stories, there are many more who have lost their life’s savings

14. This is Bill Gates’ favorite business book of all time

15. Wait. You can trademark the layout of a store?

16. Unpaid taxes, guns, and potential bankruptcy: The bitter battle for AriZona iced tea; The recently concluded six-week trial between the beverage company’s founders shows how a successful business relationship can go so, so wrong

17. Restore Trust at Work with These 3 Words: We are allies

18. Why Marketing Needs More Introverts

19. How to Avoid Collaboration Fatigue


1. Internet Of Things: Shifting From Proprietary To Standard

2. This practically ancient Internet technology supports speeds 1,000 times the national average

3. Forget Sun Valley, Media Moguls Should Take Latin Road Trip

4. Fraud lurks in shadows of changing digital advertising landscape

5. Crowdsourcing website shakes up car repair market

6. (Tech) – The downfall of a Spanish corporate icon took place while the country was still sleeping, in the early hours of Sunday morning.; Jenaro García Martín to face court over Gowex collapse

7. 3D printing starts to add up for GE Aviation

8. Happy birthday, iTunes App Store. Apple’s App Store turns six today, and now offers consumers over 1.2 million apps, which have been downloaded 75 billion times


1. Mental illness is our most pressing health problem; Given the considerable economic costs to society, treatment would pay for itself

2. ‘Welcome packs’ help keep Malawi’s cancer patients in hospital


1. The Power Menu, Taco Bell’s Appeal to Protein Junkies

2. Magnolia CEO: Crumbs May Die, But the Cupcake Lives On

3. Crumbs Cupcake Chain: “It wasn’t really a bakery, it was retail points of sale that sold baked goods. There was no experience to be had in the stores or product.”

4. Eating out threatens supermarkets’ bread and butter

Investing Process

1. Tales from the Bretton Woods


1. ICE at pains to take cotton global; Malaysia’s import requirements have become a sticking point

2. Demand for agricultural products is set to increase at a slower pace over the next decade, but demand for protein-rich foods will rise substantially as consumers in the developing world adopt a more western diet


1. The Fight to Export U.S. Oil

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 (, 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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