Evening Bamboo Insight: 27 Jul 2014

Evening Bamboo Insight: 27 Jul 2014


1. The Right Way to Invest Globally; U.S. Investors Have Ramped Up Their Holdings of Foreign Stocks, But Some Do It the Wrong Way


2. (Macro) – How the U.S. Stumbled Into the Drone Era; Before 9/11, Washington was still locked in debate over a now familiar weapon


Asia Pacific

1. (Isia) – President-elect Jokowi crowdsources his Cabinet


2. (China) – China’s Guangdong province removes over 850 ‘naked officials’ from their posts


3. (Isia) – The small-town Mr Clean turned ‘accidental’ president; Many like him because he has ‘the face of someone from the village’. He also has a personal fortune of $2.5m


4. (India) – Jailed Indian tycoon seeks ‘deal room’ to negotiate hotels sale


5. (China) – Hollywood transformed: How China is changing the DNA of America’s blockbuster movies


6. (China) – Jim Chanos Has A Whole New Reason For Going Dark On China


7. (Korea) – SK Group in paradox; Absence of chairman felt little amid stable growth


8. (Isia) – A Beacon of Hope, Change to a Positive Yet ‘Exhausted’ Indonesia; New Indonesian President Jokowi Can Bring Certainty, Consistency to Mining




9. (Korea) – CJ Group, a conglomerate engaged in diverse industries from food production to entertainment, is starting to totter more than a year after Chairman Lee Jay-hyun, 54, was arrested and sentenced to four years in prison for embezzlement


10. (Isia) – Jokowi Cabinet in Focus as KPK Pushes for Clean Line-Up


11. (China) – Top 1% Control a Third of China’s Wealth while the bottom 25 percent control just one hundredth


12. (China/Myanmar) – China’s cancelled Burma railway is its latest derailment in southeast Asia


13. (China) – PetroChina trying to trim $1.23-billion payment to Athabasca; the Chinese company, rocked by a corruption scandal, is frustrated with the high price it paid for the oil sands assets and massive cost overruns


14. (China) – Transformers 4: Unhappy Chinese advertisers sue



1. Was America’s revolution driven by political philosophers, or practical men reacting to events?


2. Engineer whose vision helped build Brazil; Norberto Odebrecht, construction executive, 1920-2014


3. Lions and tigers and… CEOs? ‘The Wizard of Oz’ as leadership guide


4. The Life and Times of a Bamboo Artist; “Every time you work with bamboo, you get something new”


5. Books – Toto’s Reflections: The Leadership Lessons from the Wizard of Oz


6. Powerful and Coldhearted: It’s hard for powerful people to feel empathy


7. No Time to Think; It could be because human beings, when left alone, tend to dwell on what’s wrong in their lives. We have evolved to become problem solvers and meaning makers


8. How anti-capitalist Michael Moore built a £30m fortune


9. Fruits and Vegetables Are Trying to Kill You; Antioxidant vitamins don’t stress us like plants do-and don’t have their beneficial effect


10. Books That Can Boost Your Portfolio: Business Classics Every Serious Investor Should Read



1. (India/Tech) – Text and Ride in India; A handful of start-ups in India have begun to use technology to more easily connect auto-rickshaw drivers with customers – a twist to Uber and Lyft


2. (China/Tech) – Baidu Finds China’s Mobile Money


3. Ready to Wear? The Internet of Things is headed for your wrist: smart watches and fitness bands. Who wins, who loses in wearable technology


4. Apple Secretly Acquired “Pandora For Books” Startup BookLamp To Battle Amazon


5. (China/Tech) – Qualcomm sales data seized amid antitrust probe in China


6. (China/Tech) – Xiaomi may have exaggerrated website hits to create hype


7. (China/Tech) – Alibaba maps out mobile internet strategy with AutoNavi



1. How Hotcha hopes to become the Domino’s of Chinese takeaway; Chinese food over took fish and chips to became the country’s favourite takeaway this year. But there is no national rival to the big pizza chains – yet


2. Koreans’ love of good coffee is getting even more intense; Seoul has 284 Starbucks-the most in the world and seven more than New York City’s 277



1. Hearing Aids: Mimicking a fly’s aural mechanism may replicate its acuity for humans


Investing Process

1. Finding Value Companies the Schloss Way


2. Research – The 52-Week High and Momentum Investing


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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