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Morning Bamboo Insight: 14 Jul 2014

Morning Bamboo Insight: 14 Jul 2014

Macro

1. How Overvalued Markets Translate Into Lower Returns; The stock market isn’t poised to match its long-term annualized average return of around 10%.

http://online.wsj.com/articles/how-overvalued-markets-translate-into-lower-returns-1405099363

2. Investing in retirement: The $15 trillion question; Many retired people don’t have proper pensions any more. The financial-services industry may end up cashing in

http://www.economist.com/news/finance-and-economics/21606894-many-retired-people-dont-have-proper-pensions-any-more-financial-services

Asia Pacific

1. (China/India) – India and China – clash of the titans

http://www.ft.com/intl/cms/s/0/6d93cb7c-06a2-11e4-ba32-00144feab7de.html#axzz37EV0xvH2

2. (Isia) – ‘Puppet President’ Fears Unfounded, Observers Say

http://www.thejakartaglobe.com/news/puppet-president-fears-unfounded-observers-say/

3. (Myanmar) – Generals fail to market Myanmar; Three years after Myanmar’s ruling generals shed their uniforms and propelled the country on an ambitious journey toward democracy, security forces are back on the streets of the former military dictate

http://www.deccanherald.com/content/419189/generals-fail-market-myanmar.html

4. (China/Consumer) – Not even China can drink enough milk to prevent the coming global glut

http://qz.com/233328/not-even-china-can-drink-enough-milk-to-prevent-the-coming-glut/

5. (China) – Many of the nouveau riche in China made their fortunes illegally

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140712000010&cid=1103

Life

1. Bill Gates’s Favorite Business Book; John Brooks’s 1960s collection ‘Business Adventures’ still offers many insights into running a strong business

http://online.wsj.com/articles/bill-gatess-favorite-business-book-1405088228

2. Book Review: ‘How the Bible Became Holy’ by Michael L. Satlow; Jews cherished scripture as one of the few things that allowed them to endure and transcend alien hegemony

http://online.wsj.com/articles/book-review-how-the-bible-became-holy-by-michael-l-satlow-1405114209

3. Can books cross borders? Have we arrived in an era of global literature, or is it important that writers share a common language, culture – or at least context – with their readers?

http://www.ft.com/intl/cms/s/2/a68127ea-0765-11e4-b1b0-00144feab7de.html?ftcamp=published_links%2Frss%2Flife-arts%2Ffeed%2F%2Fproduct#axzz37EV0xvH2

4. The dissolution of the Soviet Union; Ukraine’s role and how Mikhail Gorbachev, George HW Bush and Boris Yeltsin were resistant to the break-up

http://www.ft.com/intl/cms/s/2/5e852474-0831-11e4-9afc-00144feab7de.html#axzz37EV0xvH2

5. Schumpeternomics: Gotta’ keep on learning

http://www.thestar.com.my/Business/Business-News/2014/07/12/Schumpeternomics-Gotta-keep-on-learning/

6. (Msia) – Story behind CIMB merger plan; With Islamic finance gaining global acceptance, it’s only natural to set up the biggest Islamic bank in Malaysia. More M&As ahead in the banking sector?

http://www.thestar.com.my/Business/Business-News/2014/07/12/Story-behind-CIMB-merger-plan-With-Islamic-finance-gaining-global-acceptance-its-only-natural-to-se/

http://www.thestar.com.my/Business/Business-News/2014/07/12/More-MAs-ahead-in-the-banking-sector-An-analyst-does-not-discount-the-possibility-of-a-Mayba/

7. The Trouble With Brain Science; It’s not just that we lack answers. We don’t even agree on the questions

http://www.nytimes.com/2014/07/12/opinion/the-trouble-with-brain-science.html?ref=opinion&_r=0

8. American Apparel Is a Lesson in How Not to Run a Company

http://www.nytimes.com/2014/07/12/opinion/joe-nocera-american-apparel-is-a-lesson-in-how-not-to-run-a-company.html?ref=opinion

Investing Process

1. Cynk Technology’s Valuation Defied Gravity Without Revenue, Rousing SEC; Market Capitalization Shot Up to $6 Billion; Regulator Flags ‘Potentially Manipulative Transactions’

http://online.wsj.com/articles/sec-suspends-trading-in-cynk-technology-1405088036?mod=rss_whats_news_us&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+wsj%2Fxml%2Frss%2F3_7011+(WSJ.com%3A+What%27s+News+US)

2. Short sellers, beware – the price also rises; The Gowex case focuses on the ethics of raising doubts, writes Izabella Kaminska

http://www.ft.com/intl/cms/s/0/f1698bfe-082c-11e4-acd8-00144feab7de.html#axzz37EV0xvH2

 

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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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