Morning Bamboo Insight: 22 Jul 2014

Morning Bamboo Insight: 22 Jul 2014


1. Revenue transition group debates difficult implementation issues

2. Why The 21st Century May Be Even More Of An ‘American Century’ Than The 20th Century Ever Was

3. DRUCKENMILLER: IBM Is The ‘Poster Child’ For What’s Wrong With Corporate Behavior Today

4. Quite Contrary: Investors have shunned cyclical stocks in favor of utilities and Internet stocks. Time to bet on global growth

5. The conundrum of asset allocation

6. The BRICS bank: Setting up rivals to the IMF and World Bank is easier than running them

7. Africans Open Fuller Wallets to the Future; Across sub-Saharan Africa, consumer demand is fueling the continent’s economies in new ways, driving hopes that Africa will emerge as a success story

Asia Pacific

1. (Korea/Tech) – Foreign companies eye Korean mobile game market

2. (China) – China Purge Fears Paralyzing Government And Undercutting The Economy

3. (India) – Despite Dramatic Half-Billion-Dollar Award In Satyam Scandal, ‘India’s Enron,’ It May Be Years Before Investors See A Dime

4. (Isia) – Cinemaxx Global Pasifik, the movie theater chain operator unit of Lippo Group, has set aside Rp 6 trillion ($517 million) to open up to 300 cineplexes across the country within the next 10 years

5. (Isia) – Indonesian Companies Don’t Focus Enough on Their Brand Values: Analyst

6. (Isia) – At Sinar Mas, a Land Giant in Safe Hands

7. (China) – China scolds regional governments, officials for being ‘lazy’

8. (Spore) – Singapore’s Auditor-General lists govt agencies’ lapses

9. (India/Consumer) – Switzerland’s Swatch to open stores in India: Report

10. (Thai) – Thai Brothers Emerge as Billionaires With CP Group Stakes

11. (Spore) – Singapore’s PastaMania bulks up to be big food group

12. (Taiwan) – Empty apartments in Hsinchu are missing Taiwan’s hi-tech glory days

13. (China/Taiwan) – Pu’er tea bricks become investment of choice for rich Taiwanese

14. (China) – Growing foreign presence in China’s dairy sector a concern: experts

15. (China/Tech) – Qualcomm to face strong competition in China’s 4G chip market

16. (China/Tech) – IBM launches ‘Green Horizon’ to help Beijing curb smog woes

17. (China/Tech) – Tencent QQ Wallet heating up competition in mobile payment market

18. (China) – Time will tell if anti-graft campaign is more than power struggle


1. The case for employees to pick their CEO

2. 7 Secrets Of Building A Customer-Centric Company Culture

3. 4 Ways To Beat Disruptive Innovation

4. Karl Albrecht, Billionaire Co-Founder of Aldi Stores, Dies at 94

5. The Lives and Times of the CEO: From 100 years back to a quarter century ahead, the evolution of the chief executive officer

6. 10 Principles of Leading Change Management: These time-honored tools and techniques can help companies transform quickly

7. James Altucher: Why Startup Founders Should Say No To Almost Everything

8. The Myth Of Warren Buffett Is One Of The Greatest Misconceptions In The Financial World

9. 14 Tricks To Improve Your Decision Making

10. 7 Public Speaking Tips From A Toastmasters Pro

11. 4 Lessons Every Business Leader Can Learn From Legendary Marine General James ‘Mad Dog’ Mattis

12. After 17 years, Bill Campbell steps down from Apple’s board; The one-time Apple executive reflects on his long association with the company and its co-founder, Steve Jobs

13. How Brooklyn Brewery Tripled Sales In 5 Years Without Traditional Advertising

14. How To Become So Good They Can’t Ignore You

15. These Are The Avoidable Mistakes Startup Founders Make Again And Again

16. 37 Products With Crazy-High Markups

17. ASTRONOMER: We Think We’re Close To Finding Life On Another Planet; For the first time in history, humanity is within reach of finding Earth-like planets where life exists, but these extraterrestrials may not take the form of intelligent beings

18. Stuart Scott Gives A Powerful Speech About His Battle With Cancer

19. 5 Warning Signs A Startup Company Is A Terrible Investment

20. This German Designer Told Young Steve Jobs His Computers Were Ugly, And What Happened Next Changed Apple Forever

21. 13 Tricks For Falling Asleep Faster

22. A Call to Fight Malaria One Mosquito at a Time by Altering DNA

23. Be nice to your germs, they keep you alive

24. Economics and ethics: Lying commies; The more people are exposed to socialism, the worse they behave


1. What Qplay Got Right About Curated Content

2. (Korea/Tech) – Foreign companies eye Korean mobile game market

3. This Is Why You Shouldn’t Launch Your Startup In Silicon Valley

4. Daktronics has become one of the largest makers of sports video displays as teams try to recreate the living room experience in their parks

5. Tech World’s Challenge: Staying New; The paradox of innovation is that creative disrupters, assuming they succeed, eventually are in danger of being the disrupted

6. Digital archaeologists dig up internet’s past; In an age in which uninterrupted access to the sum total of human knowledge now seems a given, we’re in paradoxical danger of losing a lot of recent history


1. Potbelly’s Latest Struggles Are A Reminder Of What Chipotle Does Best

2. Three Reasons Chick-fil-A Is Destroying KFC

3. Hasbro to Collaborate With 3-D Printing Company to Sell Artwork


1. Biological Pacemakers: Researchers Have Created Cells That Help The Heart Keep The Perfect Pace

2. Busy Doctors, Wasteful Spending; Why cutting payments to physicians ends up costing money


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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