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Morning Bamboo Insight: 24 Jul 2014

Morning Bamboo Insight: 24 Jul 2014

Macro

1. Countries can thrive without creating tech billionaires

http://www.ft.com/intl/cms/s/0/82122018-0e62-11e4-a1ae-00144feabdc0.html#axzz38G7rspZt

2. Middle age catches up with StanChart

http://www.ft.com/cms/s/0/c9dd6912-1104-11e4-94f3-00144feabdc0.html#axzz38GR1yF9f

3. Seeking to ease threats, SEC is poised to end $1 a share for some riskier money-market funds

http://www.foxbusiness.com/markets/2014/07/23/seeking-to-ease-threats-sec-is-poised-to-end-1-share-for-some-riskier-money/

Asia Pacific

1. (Korea) – Depressed Koreans, encouraged by the increasingly stifling atmosphere of Korean society, in which competition is intensifying, the crime rate is rising and the traditional family structure is collapsing

http://news.asiaone.com/print/news/asia/depressed-koreans

2. (Isia) – Jokowi: From bamboo shack to the presidential palace

http://news.asiaone.com/print/news/asia/jokowi-bamboo-shack-presidential-palace

3. (Korea) – Samsung’s First Family Struggles to Keep Grip on Company; “It was the cross shareholding structure that made it all possible for Chairman Lee and his family to control Samsung with a tiny stake,”

http://www.bloomberg.com/news/print/2014-07-22/inside-the-lee-family-s-struggle-to-keep-grip-on-samsung.html

4. (Korea) – South Korea Invites Foreigners to “Imagine Your Korea”, the spearhead for the country’s attempts to bring in 20 million tourists to the country – almost double the 12 million foreign visitors came in 2013

http://blogs.wsj.com/korearealtime/2014/07/22/south-korea-invites-foreigners-to-imagine-your-korea/

5. (China) – Luxury-Car Makers Attract Scrutiny in China; Economic-Planning Agency Speaks With Manufacturers About Consumer Complaints

http://online.wsj.com/articles/mercedes-picks-up-the-pace-in-china-1406012109

6. (Isia) – Living Dangerously in Indonesia; An election dispute risks becoming an assault on democracy

http://online.wsj.com/articles/living-dangerously-in-indonesia-1406047894

7. (Msia) – Vun, 6 others charged with rigging in Malaysia’s DVM Tech shares

http://www.thestar.com.my/Business/Business-News/2014/07/23/Seven-said-to-have-created-false-market-in-trading-of-DVM-Technology-shares/

8. (Japan) – Japan’s convenience store giants leave smaller rivals in dust

http://www.japantimes.co.jp/news/2014/07/22/business/corporate-business/convenience-store-giants-leave-smaller-rivals-dust/#.U88ggPmSxqU

9. (India/Healthcare) – Strand Life Sciences: Bringing Genetic Tests To The Average Customer

http://forbesindia.com/printcontent/38240

10. (India/Tech/Healthcare) – CitiusTech: Pioneers Of Health care Analytics

http://forbesindia.com/printcontent/38250

11. Hong Kong-Shanghai equities ‘through-train’ on track

http://www.ft.com/intl/cms/s/0/93579c80-113d-11e4-b116-00144feabdc0.html#axzz38G7rspZt

12. (Japan/Tech) – Wacom Launches Bamboo Paper On Android, Windows 8 And Kindle Fire

http://techcrunch.com/2014/07/22/wacom-launches-bamboo-paper-on-android-windows-8-and-kindle-fire/

13. (Isia) – A Child of the Slum Rises as President of Indonesia

http://www.nytimes.com/2014/07/23/world/asia/joko-widodo-populist-governor-is-named-winner-in-indonesian-election.html

14. (Japan) – Japan readies fuel cell subsidies in bet on Toyota’s next big thing

http://www.reuters.com/article/2014/07/23/us-japan-autos-fuelcells-idUSKBN0FS19420140723

15. (Isia) – Prabowo’s intransigence leads to self-humiliation

http://news.asiaone.com/print/news/asia/prabowos-intransigence-leads-self-humiliation

16. (Korea) – High-income earners with post-secondary education degrees in South Korea feel less obligated to support their parents, a study conducted by Yonsei University found

http://news.asiaone.com/print/news/asia/high-income-earners-less-obligated-support-parents

17. (Thai) – Thailand mulls end of free medical services for most 49 million Thais

http://news.asiaone.com/print/news/asia/thailand-mulls-end-free-medical-services-most

Life

1. “Authenticity Is As Rare As A Unicorn In Today’s Politically-Motivated Markets”

http://www.zerohedge.com/news/2014-07-22/authenticity-rare-unicorn-todays-politically-motivated-markets

2. The Top 100 Financial History Books As Voted By The Museum Of Finance

http://www.valuewalk.com/2014/07/financial-history-books

3. Tuning In: Improving Your Listening Skills; How to Get the Most Out of a Conversation

http://online.wsj.com/articles/tuning-in-how-to-listen-better-1406070727?mod=WSJ_hpp_MIDDLE_Video_Top

4. Expressing Your Vulnerability Makes You Stronger

http://blogs.hbr.org/2014/07/expressing-your-vulnerability-makes-you-stronger/

5. No-Excuse Leadership Lessons from a Marines Captain

http://www.forbes.com/sites/work-in-progress/2014/07/22/no-excuse-leadership-lessons-from-a-marines-captain/print/

6. Intent is important to bring about change

http://forbesindia.com/blog/accidental-investor/intent-is-important-to-bring-about-change/

7. When the time comes to fire the founder; As a company grows, its very success often exposes the founder’s lack of managerial skills

http://www.ft.com/intl/cms/s/0/51195410-10ea-11e4-b116-00144feabdc0.html#axzz38G7rspZt

8. SEEK’s Andrew Bassat takes aim at ‘gutless’ CEOs

http://www.brw.com.au/p/leadership/seek_andrew_bassat_takes_aim_at_genIxlZlbCwDj3tnYJsHnI

9. Why Chasing ‘Extrinsic Goals’ Can Wreck Your Happiness

http://www.businessinsider.sg/extrinsic-goals-are-an-obstacle-to-happiness-2014-7/#.U89FF_mSxqU

TMT

1.

 

Consumer

1. As Cereal Slips, a New Battle Over Breakfast Dollars; Kellogg Gets Squeezed by McDonald’s, Taco Bell as Tastes Shift to High-Protein Foods

http://online.wsj.com/articles/as-cereal-slips-a-new-battle-over-breakfast-dollars-1406053467?mod=WSJ_hp_Asia_EditorsPicks

2. Craving fresh over fake: How the growing trend is making waves in packaged foods

http://business.financialpost.com/2014/07/22/craving-fresh-over-fake-how-the-growing-trend-is-making-waves-in-packaged-foods/

Healthcare

  1. (India/Healthcare) – Strand Life Sciences: Bringing Genetic Tests To The Average Customer

http://forbesindia.com/printcontent/38240

2. (India/Tech/Healthcare) – CitiusTech: Pioneers Of Health care Analytics

http://forbesindia.com/printcontent/38250

3. A Dearth in Innovation for Key Drugs

http://www.nytimes.com/2014/07/23/business/a-dearth-of-investment-in-much-needed-drugs.html?ref=business

4. Apps have wide role in disease management

http://www.ft.com/intl/cms/s/0/5923518c-0b5f-11e4-9e55-00144feabdc0.html#axzz38G7rspZt

5. Mojang: smash-hit ‘Minecraft’ maker; The Swedish start-up behind the low-tech graphics game

http://www.ft.com/intl/cms/s/2/0283b57c-10ca-11e4-b116-00144feabdc0.html#axzz38G7rspZt

6. Amazon is building the retail world’s most unbreachable “moat”-and it’s called Prime

http://qz.com/237933/amazon-is-building-the-retail-worlds-most-unbreachable-moat-and-its-called-prime/

Investing Process

1. The Fine Art Of Picking Hidden Gems in India

http://forbesindia.com/printcontent/38244

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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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