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Morning Bamboo Insight: 25 Jul 2014

Morning Bamboo Insight: 25 Jul 2014

Macro

1. Rethinking Buybacks: To earn a “return” on stock buybacks, you need a more sophisticated message and better execution

http://ww2.cfo.com/capital-markets/2014/07/rethinking-buybacks

2. Uncovering Cash and Insights from Working Capital; Companies that improve the performance of their working capital can generate cash and see benefits far beyond the finance department.

http://ww2.cfo.com/cash-flow/2014/07/uncovering-cash-insights-working-capital

Asia Pacific

1. (Korea) – Lotte’s power transition set in motion; More than 10 affiliates of Lotte Group exchanged part of their shares with each other in a move to streamline their cross-share holding structure ahead of the implementation of a law banning it

http://www.koreatimes.co.kr/www/news/biz/2014/07/123_161586.html

2. (Korea) – The listed units of Korea’s top 10 conglomerates paid less than 1% of their profits as dividends last year

http://www.koreatimes.co.kr/www/news/biz/2014/07/488_161583.html

3. (India) – Biba Apparels: Redefining Ethnic Wear For Indian Women

http://forbesindia.com/printcontent/38262

4. (HK) – Why HK’s ‘donationgate’ is a big deal; The “Donationgate” dogging pan- democrats and their financial backer, Jimmy Lai Chee-ying, bears all the hallmarks of a Rashomon script.

http://www.thestandard.com.hk/news_detail.asp?we_cat=17&art_id=147678&sid=42675105&con_type=1&d_str=20140724&fc=7

http://www.thestandard.com.hk/news_detail.asp?we_cat=17&art_id=147618&sid=42667715&con_type=1&d_str=20140723&fc=7

5. (China) – Daqing oil workers push kids to follow in their footsteps

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140722000026&cid=1501

6. (India) – Milltec Machinery: Spreading Wings With Rice Mill Machines

http://forbesindia.com/printcontent/38266

7. (India) – SH Kelkar & Co: Infusing Fragrance In Lives

http://forbesindia.com/printcontent/38260

8. (India) – Magicrete: Building An Alternative Reality; Sourabh Bansal’s concrete units have the potential to disrupt the traditional construction material market

http://forbesindia.com/printcontent/38252

9. (Myanmar) – Burmese Tycoon Tay Za Under Scrutiny

http://www.forbes.com/sites/forbesasia/2014/07/23/burmese-tycoon-tay-za-under-scrutiny/print/

10. (Spore/HK) – ARA Asset Management’s John Lim See Real Returns With Li Ka-shing

http://www.forbes.com/sites/forbesasia/2014/07/23/john-lim-see-real-returns-with-li-ka-shing/print/

11. PTC Industries: Casting magic with metal; The Agarwals invested in unique technology for their foundry to attract A-list international clients

http://forbesindia.com/printcontent/38258

12. (Spore) – Singapore’s 50 Richest Score Big Gains Amid Buying Binge

http://www.forbes.com/sites/naazneenkarmali/2014/07/23/singapores-50-richest-score-big-gains-amid-buying-binge/print/

13. (Spore) – Singapore’s Goodpack Founder David Lam Awaits Payday from Private Equity Deal

http://www.forbes.com/sites/forbesasia/2014/07/23/david-lam-awaits-payday-from-private-equity-deal/print/

14. (Asia) – Asia’s Best Under A Billion; Discovering Asia-Pac’s ‘Sustainably’ Profitable SMEs

http://www.forbes.com/sites/christinasettimi/2014/07/23/asias-best-under-a-billion/print/

http://www.forbes.com/sites/timferguson/2014/07/23/discovering-asia-pacs-sustainably-profitable-smes/print/

15. (India) – India’s Time For Growth

http://www.forbes.com/sites/richkarlgaard/2014/07/23/indias-time-for-growth/print/

16. (Spore) – Billionaire’s Playground: Singapore Is The Most Expensive City Globally

http://www.forbes.com/sites/ruchikatulshyan/2014/03/04/billionaires-playground-singapore/print/

17. (China) – Food Safety in China Still Faces Big Hurdles

http://www.nytimes.com/2014/07/24/business/international/food-safety-in-china-still-faces-big-hurdles.html?ref=business&_r=0

18. (Korea/Consumer) – Paris Baguette, Korea’s largest bakery chain owned by SPC Group, opened its first store in the heart of the French capital, a move it had long desired during its 26 years of operation

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992455&cloc=joongangdaily|home|newslist2

19. (Korea) – It’s dividend time, Korea; The local business sector and stock market is abuzz over the new finance minister’s hint of a punitive tax on large companies sitting on piles of cash reserves

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2992443

20. (China) – Chinese Appliance Giant Haier Decides Its Future Is to Think Small; Haier Group creates large number of micro companies to jump into a range of businesses, from films and finance to manufacturing and delivery

http://english.caixin.com/2014-07-23/100708077.html

21. (China) – Wenzhou’s real estate bringing down an economic heavyweight

http://www.wantchinatimes.com/news-subclass-cnt.aspx?cid=1202&MainCatID=12&id=20140724000054

22. (China) – Chasing China’s high-profile criminals across the world

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140724000070&cid=1103

23. (China) – Expired meat scandal in China seems a systemic problem

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140723000115&cid=1103

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140724000088&cid=1201

24. (China) – Golden toad offends former Chinese president; One of Beijing’s prime summer tourist attractions has become a grotesque embarrassment after someone noticed its resemblance to Jiang Zemin

http://www.telegraph.co.uk/news/worldnews/asia/china/10985560/Golden-toad-offends-former-Chinese-president.html

Life

1. Here’s The Number One Mistake That Kills Startups, According To Ben Horowitz

http://www.businessinsider.sg/ben-horowitz-budget-process-kills-startups-2014-7/#.U9DXAvmSxqU

http://www.bhorowitz.com/how_to_ruin_your_company_with_one_bad_process

2. 21 Quotes From Bill Gates That Take You Inside The Mind Of The World’s Richest Man

http://www.businessinsider.sg/quotes-from-bill-gates-worlds-richest-man-2014-7/#.U9DXA_mSxqU

3. This Mindset Can Prevent You From Succeeding At Work

http://www.businessinsider.sg/this-mindset-could-ruin-your-success-2014-7/#.U9DWyvmSxqU

https://www.linkedin.com/today/post/article/20140721225305-11458886-the-three-words-that-can-ruin-your-career

4. As full-time pastors become a thing of the past, more and more seminary grads are taking on secular jobs to supplement their incomes

http://www.theatlantic.com/business/print/2014/07/higher-calling-lower-wages-the-collapse-of-the-middle-class-clergy/374786/

5. How ‘Moral Licensing’ Ruins Your Diet, Savings, And Long-Term Goals

http://www.businessinsider.sg/moral-licensing-ruins-diets-savings-goals-2014-7/#.U9DW9fmSxqU

6. Meet The 22-Year-Old Student People Are Calling ‘The Italian Mark Zuckerberg’

http://www.businessinsider.sg/italian-mark-zuckerberg-matteo-achilli-2014-7/#.U9DWTPmSxqU

http://www.bbc.com/news/business-28211811?print=true

7. The Promise of 100% and Finding Fortune at the Bottom of the Pyramid

http://forbesindia.com/blog/business-strategy/the-promise-of-100-and-finding-fortune-at-the-bottom-of-the-pyramid/

8. With the Blessing of Bill Gates, “Business Adventures” Becomes an Unlikely Summertime Best Seller

http://bits.blogs.nytimes.com/2014/07/23/the-blessing-of-bill-gates-and-an-unlikely-summertime-best-seller/?ref=business

9. A Motivational Speech From The Greatest Entrepreneur, Muhammad Ali

http://pando.com/2014/07/23/startups-anonymous-a-motivational-speech-from-the-greatest-entrepreneur-muhammad-ali/

10. Tech Leaders Tell Interns What They Wish They Knew At Age 20

http://techcrunch.com/2014/07/23/tech-leaders-tell-interns-what-they-wish-they-knew-at-age-20/

11. The Modernization Of Computer Science Education: enabling students to focus on a particular project to build a skill set applicable to the real-world today

http://techcrunch.com/2014/07/23/modernizing-computer-science-education/

12. People Hate Bankers Because People Are Ignorant

http://www.bloombergview.com/articles/2014-07-16/people-hate-bankers-because-people-are-ignorant

13. The 9-to-5 workday is practically an invitation to ethical lapses. Here’s why. We are more likely to lie and cheat when we are tired

http://www.washingtonpost.com/blogs/wonkblog/wp/2014/07/22/science-were-more-likely-to-lie-and-cheat-when-were-tired/

14. An Idiot’s Guide to Inequality; If you don’t have time for Thomas Piketty’s comprehensive best seller, here’s a quick five-point take on the gap between the rich and poor

http://www.nytimes.com/2014/07/24/opinion/nicholas-kristof-idiots-guide-to-inequality-piketty-capital.html

15. Robert Sutton’s Guide to Excellence; The Stanford professor’s latest research explores the practices that enable companies to scale what they do best

http://www.strategy-business.com/article/00276?gko=b7548&cid=TL20140724&utm_campaign=TL20140724&tid=27782251&pg=all

TMT

1. (Australia/Tech) – Australia’s Seek Takes Online Job Search Abroad (Seek Zhaopin)

http://www.forbes.com/sites/forbesasia/2014/07/23/australias-seek-takes-online-job-search-abroad-see-zhaopin/print/

2. (India/Tech) – KPIT: An Indian Tech Company With An Auto Focus

http://www.forbes.com/sites/anuraghunathan/2014/07/23/a-tech-company-with-an-auto-focus/print/

3. Open Source and the Challenge of Making Money

http://bits.blogs.nytimes.com/2014/07/23/open-source-and-the-challenge-of-making-money/?ref=business

4. (China/Tech) – China set to retain position as top e-commerce market

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140724000111&cid=1202

5. China/Tech) – Xiaomi faces hurdles on path to international expansion

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140723000048&cid=1502

Healthcare

1. Acetaminophen No Better Than Placebo for Back Pain; About two-thirds of adults have lower back pain at some point in their lives, and most are told to take acetaminophen

http://well.blogs.nytimes.com/2014/07/23/acetaminophen-no-better-than-placebo-for-back-pain/?_php=true&_type=blogs&ref=health&_r=0

Energy

1. Let Our Oil and Gas Go: America Should Rescind the Ban on Crude-Oil Exports

http://www.nytimes.com/2014/07/24/opinion/america-should-rescind-the-ban-on-crude-oil-exports.html?ref=opinion

2. Four reasons why US fracking could turn out to be a bubble

http://qz.com/238686/is-there-a-fracking-bubble/

 

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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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