Evening Bamboo Insight: 30 Jul 2014

Evening Bamboo Insight: 30 Jul 2014


  1. Aerospace Aftermarket On the Rise; Spares and service demand has marked positive growth in the sector


  1. The Family Dollar deal embodies everything wrong with American capitalism


  1. Upstart trading venue IEX may prompt U.S. market rule change


  1. Fear of bubbles hides the danger of stagnation; The gloomier economic outlook is that interest rates are low for good reason


  1. Why there is never such a thing as a single true and fair view; The absurdity whereby a fall in a bank’s credit standing becomes a source of profit


  1. Financial window closes for Moscow businesses


Asia Pacific

1. (Japan) – Investors Should Yen for Japanese Stocks


  1. (China) – Xi Rides the Tiger; The return to one-man rule will bring costs and risks to China


  1. (China) – Default settings in China


  1. (India) – Nutrition Is A Silent Emergency In India: Vinita Bali, who recently stepped down as the MD of Britannia Industries, now wants to focus on the creative lateral part of solving social problems


  1. (India) – How cool! Daikin eyes Indian market using Japanese technology; Daikin, the global leader in ACs, is betting on energy efficient technology and entrepreneurial dealers to succeed in India


  1. (China) – With China’s meat scandal, U.S. burger tycoon faces his biggest test yet


  1. (Korea) – Restructuring urgent for big Korean companies


  1. (China) – Will China ever have its own Harvard?


  1. (China) – Ending the era of the untouchables


  1. (China) – Nobel laureate Thomas Sargent optimistic about Silk Road Economic Belt


  1. (India) – India must tackle bad bank debts to grow; Lenders need to deal with $60bn in problem loans


  1. (India) – India struggles to build up infrastructure dream


  1. (Japan) – Sony set to fail Japan index test


  1. (India) – India’s Tata Group earmarks $35bn for global expansion plan


  1. (China) – Xi’s ‘tiger’ hunt breaks Communist party taboo; Xi Jinping takes risky path in disposal of ‘tiger’ Zhou Yongkang



  1. (China) – China’s Going After Zhou Yongkang For Corruption – Here’s Everyone In His Inner Circle



  1. The Power of the Doodle: Improve Your Focus and Memory; Research Shows That Doodling Helps People Stay Focused, Grasp New Concepts and Retain Information


  1. Sealed Air, the company behind Bubble Wrap, the packing material that never seems to get old


  1. No CEO Is Special Forever: Their customers might love them, but shareholders not so much


  1. How To Start Doing Work You Love And Illuminate The World With It


  1. How Loneliness Can Make You Sick — and Might Even Kill You


  1. The Former CEO of Ogilvy & Mather on Personal Branding


  1. Beyond technology: Why one Canadian company chooses to innovate the old fashioned way


  1. An idiot’s guide to an argument: How to not offend


  1. A 15th century lesson: In the early 15th century, Korea possessed one of the most revolutionary technologies of its day: printing with moveable type. Although invented in China, Korea was the world’s leader in the application of the technology


  1. Contenders for the patron saint of entrepreneurs: The greatest advocates for the entrepreneurial life from the humanities and social sciences; Nietzsche was a fierce proponent of humans living to their full potential, and taking risks in life


  1. A French revolution in work at O2: Creating jobs has made Guillaume Richard a business celebrity


  1. Ebola stirs noise while silence greets other killers; Both the deadly virus and old scourges can be stopped by long-term strategies


  1. 5 Brilliant Strategies That Make Honda One Of The World’s Most Innovative Companies


  1. 5 Tricks To Instantly Appear Competent


  1. 22 Quotes By Richard Branson That Take You Inside The Mind Of The Self-Made Billionaire


  1. Fascinating Facts About 10 Of The World’s Best-Selling Products


  1. 9 Subtle Things Leaders Do That Show They Have Integrity


  1. The 6th Mass Extinction Could Destroy The Future Of Medicine; The potent and diverse chemicals created by nature might hold the key to better treatments for cancer, many other diseases that stymie doctors – but only if we can reach them in time



  1. Cheap Tablets Crack Corning’s Stock; lower-end devices less likely to use Gorilla Glass


  1. Researchers Fret as Social Media Lift Veil on Drug Trials; Online Chatter Could Unravel Carefully Built Construct of ‘Blind’ Clinical Trials


  1. For Liberty Global, the Next Step Is the Content: CEO Mike Fries, Chairman John Malone Talk About Media Consolidation


  1. (Spore/Tech) – Gaming firm puts S’pore in billion-dollar club


  1. The New Bazaar: Online Shopping Catches On in India With Buyers and Global Investors


  1. How the Internet of Things Changes Business Models


  1. (Australia/Tech) – Patrick Grove’s New York meeting with Rupert Murdoch ahead of REA investment in iProperty


  1. (Australia/Tech) – Australian duo turn uni lecture notes into cash: Online service built by an ex-AFL player and a Macquarie Bank employee lets students cash in on their notes


  1. Why do subscription services still suck? When they do not own the content


  1. Chat app Line plans a ‘flash sales’ expansion in SE Asia


  1. E-Commerce Companies Have A Big Opportunity To Go After The Specialty Food Business



  1. Celebrities Struggle in Prepaid-Card Business; Fortune Eludes Cards Backed by the Famous as Competition from Big Banks Mounts and Fees Come Under Pressure


  1. McDonald’s Ruling Sets Ominous Tone for Franchisers; NLRB Decision Will Allow Franchise Workers to Treat McDonald’s as ‘Joint Employer’


  1. (Consumer/Australia) – Claiming for a cut of the coconut water boom


  1. McDonald’s should be the victim of the Shanghai-based Husi Food scandal involving the supply of expired meat. Instead, McDonald’s here is now perceived in a completely different light


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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