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Morning Bamboo Insight: 27 Jul 2014

Morning Bamboo Insight: 27 Jul 2014

Macro

1. Why Voters Aren’t Angrier About Economic Inequality

http://www.nytimes.com/2014/07/25/upshot/why-voters-arent-angrier-about-economic-inequality.html?ref=business

2. A Chinese Gold Standard?

http://www.nytimes.com/2014/07/25/opinion/a-chinese-gold-standard-renminbi.html?ref=opinion

Asia Pacific

1. (China) – How the Hammer Falls as China Nails Corruption; Twenty months into a campaign against corrupt leaders, the crackdown is accelerating and the public is in the loop

http://english.caixin.com/2014-07-24/100708615.html

2. (China) – Company secretaries in China earn big bucks

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140725000011&cid=1203

3. (China) – Finance may upset China’s reform efforts

http://news.xinhuanet.com/english/indepth/2014-07/24/c_133508682.htm

4. (India/Isia) – What India’s Arvind Kejriwal can learn from Indonesia’s new president

http://qz.com/239649/what-indias-arvind-kejriwal-can-learn-from-indonesias-new-president/

5. (China) – Where China Goes To Outsource Its Own Soaring Labor Costs

http://www.zerohedge.com/news/2014-07-24/where-china-goes-outsource-its-own-soaring-labor-costs

6. (China) – China’s ageing millions look forward to bleak future

http://news.yahoo.com/chinas-ageing-millions-look-forward-bleak-future-061521065.html;_ylt=A0SO805RptBTt28Av91XNyoA

7. (China) – Focus of Graft Fight Must Move from Party to Nation; a fundamental solution to China’s corruption problem lies in building institutions that command respect across the country

http://english.caixin.com/2014-07-25/100709008.html

8. (India) – Kushagra Bajaj Of India’s Bajaj Group Is Man On A Mission As He Takes It From Sugar To Power

http://www.forbes.com/sites/saritharai/2014/07/23/kushagra-bajaj-of-indias-bajaj-group-is-man-on-a-mission-as-he-it-from-sugar-to-power/print/

Life

1. New Spore: SIA was 1 Minute 44 Seconds From Disaster!

http://www.tremeritus.com/2014/07/24/sia-was-1-minute-44-seconds-from-disaster/

2. Billionaire couple Pan Shiyi and Zhang Xin have faced a deluge of criticism for donating US$15 million (HK$117 million) to Harvard, one of the richest and most prestigious universities in the United States

http://www.thestandard.com.hk/news_detail.asp?we_cat=3&art_id=147718&sid=42682578&con_type=1&d_str=20140725&fc=8

3. Being Powerful Distorts People’s Perception of Time; the more power people have, the more time they feel they have available in their lives

http://www.theatlantic.com/business/print/2014/07/being-powerful-distorts-peoples-perception-of-time/374940/

4. Don’t Teach Math, Coach It

http://www.nytimes.com/2014/07/25/opinion/dont-teach-math-coach-it.html?ref=opinion

5. Books – Building a Better Teacher: How Teaching Works (and How to Teach It to Everyone)

http://www.amazon.com/Building-Better-Teacher-Teaching-Everyone/dp/0393081591

6. Books – Indonesia Etc.: Exploring the Improbable Nation – review

http://www.theguardian.com/books/2014/jul/24/indonesia-etc-exploring-improbable-nation-elizabeth-pisani-review

7. Why Do Americans Stink at Math?

http://www.nytimes.com/2014/07/27/magazine/why-do-americans-stink-at-math.html?_r=0

8. Why Birds Fly In A V-Formation

http://www.businessinsider.sg/why-bird-fly-in-a-v-2014-7/#.U9Jx4_mSxqU

9. Can you care for an elderly parent and still succeed at work?

http://fortune.com/2014/07/24/elderly-parents-work-life-balance/

10. The complete guide to having a creative breakthrough

http://qz.com/238681/the-complete-guide-to-having-a-creative-breakthrough/

11. 3 Ways To Turn Customers Into Rabid Fans

http://www.forbes.com/sites/erikaandersen/2014/07/24/3-ways-to-turn-customers-into-rabid-fans/print/

12. CEOs, Get to Know Your Rivals

http://blogs.hbr.org/2014/07/ceos-get-to-know-your-rivals/

TMT

1. The Next Thing in Farm-to-Table? Mobile Slaughterhouses

http://www.businessweek.com/articles/2014-07-24/the-next-thing-in-farm-to-table-mobile-slaughterhouses

2. (China/Tech) – Xiaomi Unveils a Fresh Chapter in Its Plan to Conquer the World

http://www.businessweek.com/articles/2014-07-22/the-latest-slick-cheap-smartphone-from-xiaomi-chinas-rising-mobile-power

3. The Next Big Thing in Hardware: Smart Garbage

http://bits.blogs.nytimes.com/2014/07/24/the-next-big-thing-in-hardware-smart-garbage/?_php=true&_type=blogs&ref=business&_r=0

4. Do Media Startups Have Staying Power?

http://www.bloombergview.com/articles/2014-03-17/do-media-startups-have-what-it-takes

5. (China/Tech) – Alibaba’s maturity mismatch: To continue offering high yields, Yu’E Bao has started to display classic signs of maturity mismatch. If Yu’E Bao spawns trouble, the applause will not last

http://www.economist.com/blogs/freeexchange/2014/07/chinese-finance

6. (China/Tech) – China’s digital transformation

http://www.mckinsey.com/insights/high_tech_telecoms_internet/chinas_digital_transformation

http://www.mckinsey.com/~/media/McKinsey/dotcom/Insights/High%20Tech%20Telecoms%20Internet/Chinas%20digital%20transformation%20The%20Internets%20impact%20on%20productivity%20and%20growth/Chinas_digital_transformation_Full_report.ashx

7. (Tech) – Facebook is now worth more than Coca-Cola, Disney, Intel

http://qz.com/240540/facebook-is-now-worth-more-than-coca-cola-disney-intel/

8. (China/Tech) – Unplugged and unproductive: Chinese business has been slow to embrace the internet. As it does, productivity should soar

http://www.economist.com/news/business/21608639-chinese-business-has-been-slow-embrace-internet-it-does-productivity-should

9. (China/Tech) – Tencent Holdings Gets Approval for Shenzhen Private Bank; Wenzhou and Tianjin Will Also Get Private Lenders

http://online.wsj.com/articles/tencent-holdings-gets-approval-for-shenzhen-private-bank-1406271241

http://online.wsj.com/articles/heard-on-the-street-baidu-finds-chinas-mobile-money-1406268963?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702304297104580050470798826784.html

Healthcare

1. (China/Healthcare) – China considers traditional Chinese medicine legislation

http://news.xinhuanet.com/english/china/2014-07/24/c_133508656.htm

Investing Process

1. Fujian Nuoqi (1353) chairman and chief executive Ding Hui and his wife Chen Ruiying have absconded with funds, leaving the menswear maker owing huge debts, Sina Finance reported

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=147734&sid=42682884&con_type=1&d_str=20140725&fc=8

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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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