Evening Bamboo Insight: 16 Jul 2014

Evening Bamboo Insight: 16 Jul 2014


1. A world without water: the cost to companies


2. Janet Yellen on the Everything Bubble


Asia Pacific

1. (China) – China Picks COFCO, SDIC for State Asset Investment Reform Trials


2. (China) – Free of graft and technically skilled: the qualities Xi seeks in new PLA generals


3. (China) – China and the cost of stimulus


4. (China) – The Implications of China’s Anti-Corruption Drive; The West should worry about a campaign that makes an autocratic regime with revisionist intent more effective


5. (China) – Beijing is ramping up its efforts to identify “naked officials” – those whose relatives have moved abroad


6. (China) – Fast, Cheap and In the Red: Beijing’s Subway System Bled $558 Million Last Year


7. (China) – China’s fight for cleaner air


8. (China) – In China, Beijing Fights Losing Battle to Rein In Factory Production; Some Chinese Localities Stymie Efforts to Curb Industrial Overcapacity and Pollution


9. (India) – Satyam Founder Ordered to Pay Back Alleged Accounting-Fraud Gains; Satyam Founder Ramalinga Raju, Former Executives Ordered to Pay More Than $300 Million From 2009 Scandal


10. (Isia) – Indonesians Question Election Quick Counts


11. (China) – China announces plan for reform of state-owned enterprises


12. (Msia) – Malaysian corporate credibility hangs in balance with bank merger; Strong disclosure and governance key to avoiding hypocrisy


13. (China) – China’s debt-to-GDP level: 200% and counting


14. (China) – Chinese property developers at risk as trust funds dry up


15. (Viet) – Rising bad debts may undermine Vietnam’s banks, says S&P


16. (China) – The biggest challenge for BRICS success? Big brother China


17. (Isia) – Postcolonialism and the Need for a ‘Mental Revolution’ in Indonesia


18. (Isia) – Indonesia’s Democracy Test


19. (India/Healthcare) – Medanta-The Medicity: World class health care, with a soul; Dr Naresh Trehan’s vision for his latest venture is to emulate the best-in-class health care facilities in the world


20. (India) – Sansera Engineering: Staying afloat in a volatile industry


21. (Japan/Tech) – Employing all-purpose robots endowed with artificial intelligence as a workforce in the manufacturing industry is the solution to staving off any impending labor shortage in Japan, SoftBank CEO Masayoshi Son


22. (Australia/Consumer) – If physical retail is dying, someone forgot to tell Dick Smith CEO Nick Abboud



1. Confidence is shaped by failure


2. Failure is fine if entrepreneurs do not sweeten the truth


3. Great product design? It’s about empathy and delight


4. The Importance of Doing Nothing; By giving the brain ‘downtime’ we can improve mental health and allow ideas to incubate


5. Shedding Hierarchy: Could Zappos Be Setting An Innovative Trend?


6. Indonesia, Etc.: Exploring the Improbable Nation Hardcover


7. Bamboo flute musician Tosha borrows from the modern to teach traditional tranquility



8. Withnail & I actor Richard E Grant builds perfume empire; Richard E Grant, actor turned entrepreneur, talks trademark battles, marijuana high notes, being a ‘deluded amateur’ perfumier, and why he would never create a celebrity fragrance



1. Microsoft surpass Yahoo Inc for the first time in the $140.2 billion worldwide digital advertising market; Google Inc will remain No. 1 with a 31.54 percent share, trailed by Facebook Inc with 7.79%


2. (Tech) – Apple, IBM in Deal to Create Apps, Sell Phones; Tech Firms Plan to Create Business Apps and Sell iPhones, iPads to IBM’s Corporate Customers


3. (Tech) – Novartis and Google to Work on Smart Contact Lenses; Eyewear Will Monitor Blood-Sugar Levels for Diabetics


4. (Tech/Healthcare) – Big pharma teams up with big data; Google’s link with Novartis has beneficial implications for health


5. Rocket Internet’s Oliver Samwer responds to critics ahead of IPO


6. (Tech) – Google Glass creator sees future at Amazon


7. Yahoo’s long goodbye with Alibaba takes heat off Mayer


8. Controlling the Home, Google Style


9. (Korea/Tech/Consumer) – Samsung to join forces with Under Armour for wearables



1. Teva faces fresh shareholder showdown over management structure and corporate governance



1. America’s Smokers: Still 40 Million Strong; Who’s the Real Cigarette Monopolist? Lorillard and Reynolds American are pikers next to Uncle Sam



2. E-Cigarette Makers Are in an Arms Race for Exotic Vapor Flavors


Investing Process

1. Research – Pick Your Poison – Fragmentation or Market Power? An Analysis of Regnms, High Frequency Trading, and Securities Market Structure

2. Research – Attracting Long‐Term Investors Through Integrated Thinking and Reporting: A Clinical Study of a Biopharmaceutical Company


1. (Energy) – Energy: The indispensable country; The US shale revolution has averted the threat of a global oil crisis caused by growing levels of conflict and instability




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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