Morning Bamboo Insight: 28 Jul 2014

Morning Bamboo Insight: 28 Jul 2014


1. How Krugman Fudged the Truth on U.S. Debt; By mentioning only the baseline projection from the Congressional Budget Office, he downplayed the potentially dangerous growth of U.S. debt as a percentage of GDP.

2. Texas tycoon Sam Wyly and the estate of his late brother Charles should pay damages totaling $1.41 billion for their role in a scheme that hid trades in companies they controlled using offshore trusts, the SEC said

3. Four years later, Dodd-Frank fails to turn banks into pet shops

4. Heeding 1994’s Bond-Market Lesson

5. (Macro) – Trillion-dollar boo-boo: Bad governments cost investors a fortune

6. BIG MAC INDEX: Kroners And Swiss Francs Are Still Overvalued

7. Market mania: a ‘how-to’ guide to hot assets; From spotting the signs to timing your exit, profiting is tricky

8. Germany: A nation of tenants; Only 40 per cent of Germans own their homes, compared with 70 per cent of Britons

Asia Pacific

1. (China/HK) – In Chinese shadow, HK fights for its future

2. (China) – Retired military officials ordered to return extra homes

3. (China) – State media promoting China’s leader Xi with intensity unseen since Mao era

4. (China) – What Do Chinese Dumplings Have to Do With Global Warming? In the 12 years between 1995 and 2007, China’s domestic refrigerator-ownership numbers have jumped to 95 percent from just 7 percent of urban families

5. (China) – Artful Dodge: Why Chinese Collectors Are ‘Borrowing’ Their Own Pieces

6. (China/Asia) – Winners and losers in the great Chinese rebalancing; Slowing investment and resilient consumption in China are changing Asia’s economic order

7. (China/Consumer) – Diageo to write down Chinese spirit stake

8. (Japan) – Shinzo Abe faces rising disenchantment in Japan


1. Where Reason Ends and Faith Begins: In the face of uncertainty, being precise about what you don’t believe in can shore up your confidence in what you do

2. Failure Is Our Muse: Writers are the professional losers. Three hundred thousand books are published in the United States every year. A few hundred could be called financial or creative successes

3. Branding gone wrong: When bad logos strike back

4. What Rock Concerts Teach Us About Creating Strong Customer Bonds; “Love unfolds and reverberates between and among people and thereby belongs to all parties involved, and to the metaphorical connective tissue that binds them together”

5. Innovation Emerges From Stories We Tell; Plato told us that “those who tell the stories rule society

6. Love 2.0: Creating Happiness and Health in Moments of Connection

7. Many would tell you that if you show someone your heart, especially in business – you are soft. Weak. Prey in a world of predators. In the world of artists and making a business out of artistry, sometimes all an emerging artist has is heart

8. There’s A Major Revolution In The Book Industry That’s Letting Novelists Make A Living

9. To live in anxiety is to be human; Paradoxically, bravery is often found in those with excessive fears over other things

10. Tailspotting: Identifying and profiting from CEO vacation trips

11. C.S. Lewis on Suffering and What It Means to Have Free Will in a Universe of Fixed Laws

12. Paula Scher on Process versus Outcome

13. Commonplace Books as a Source for Networked Knowledge and Combinatorial Creativity

14. My Favorite Heuristic for Evaluating Relationships: The Antifragile Person

15. Daniel Kahneman Explains The Machinery of Thought: The best we can do is a compromise: learn to recognize situations in which mistakes are likely and try harder to avoid significant mistakes when the stakes are high

16. 75 Years In The Making: Harvard Just Released Its Epic Study On What Men Need To Live A Happy Life

17. Don’t Send Your Kid to the Ivy League: The nation’s top colleges are turning our kids into zombies

18. MasterCard’s Ajay Banga: Why ‘Yes, If’ Is More Powerful Than Saying No

19. Books – Decide: Work Smarter, Reduce Your Stress, and Lead by Example


1. Flood of Rivals Could Burst Amazon’s Cloud; Large Telecom and Startups Are Forging Into the Computing Services Business

2. Apple attempts a return to innovation; ‘Apple’s research and development spending in the three months to June represented 4 per cent of sales – the highest ratio since 2006’

3. Advertising’s New Frontier: Talk to the Bot; Chat App Kik Unveils Feature That Lets Users Converse With Dozens of Brands


1. The fallout after Comet crashed to earth: Claims of wrongdoing, legal short-cuts and corporate greed emerge in case over the collapse of the high street, electrical goods chain


1. Abundant Grain Ripples Through U.S. Farm Industry


1. Sun, wind and drain: Wind and solar power are even more expensive than is commonly thought

2. UK shale licences attacked as ‘reckless race’

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.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: