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Morning Bamboo Insight: 31 Jul 2014

Morning Bamboo Insight: 31 Jul 2014

Asia Pacific

  1. (China) – China Probe of Ex-Security Chief Cracks Immunity for Elite Families; Takedown of Zhou Yongkang Sets Potential Precedent as It Goes After His Relatives

http://online.wsj.com/articles/china-probe-of-ex-security-chief-cracks-immunity-for-elite-families-1406719244

  1. (India/Japan) – Could India Be Japan Inc.’s Next Big Investment Target?

http://blogs.wsj.com/economics/2014/07/29/could-india-be-japan-inc-s-next-big-investment-target/

  1. (Japan) – Saving Abenomics; Abe has rolled out a tranche of corporate-governance reforms that give institutional investors greater sway over management. This marks a new transmission mechanism for spreading corporate earnings through the economy

http://online.wsj.com/articles/joseph-sternberg-saving-abenomics-1406736728

  1. (China) – China’s Campaign Against Leftovers; To Beijing, declining marriages is not just a demographic concern -it’s a national crisis.

http://online.wsj.com/articles/anjie-zheng-chinas-campaign-against-leftovers-1406736849

5. (Korea) – S. Korean ‘Choco Pie’ balloons launched into North

http://news.asiaone.com/print/news/asia/s-korean-choco-pie-balloons-launched-north

  1. (Msia) – Norwegian fund Norges allots RM800mil to invest in Malaysian small, mid-cap stocks

http://www.thestar.com.my/Business/Business-News/2014/07/31/Norges-allots-RM800mil-for-small-midcap-stocks/

  1. (Philippines) – Who Believes Philippines Are Worth Fighting For?

http://www.thejakartaglobe.com/opinion/believes-philippines-worth-fighting-william-pesek/

  1. (Spore) – No-commission life insurance up ahead in Singapore

http://www.businesstimes.com.sg/premium/top-stories/no-commission-life-insurance-ahead-20140731

  1. (China) – Microsoft Aspirations in China Meets Perilous Climate prone to protectionism, unpredictable laws and unreliable suppliers.

http://www.businessweek.com/news/2014-07-29/microsoft-latest-company-finding-china-climate-arduous

10. (Spore) – S’pore’s savvy tax strategy keeps economy vibrant; This sets it apart from other jurisdictions regularly identified as tax havens

http://www.businesstimes.com.sg/premium/editorial-opinion/opinion/spores-savvy-tax-strategy-keeps-economy-vibrant-20140731

Life

  1. Tony Fernandes on driving ASEAN entrepreneurship

http://www.mckinsey.com/insights/public_sector/Tony_Fernandes_on_driving_ASEAN_entrepreneurship?cid=other-eml-alt-mip-mck-oth-1407

  1. The best performers do orders of magnitude better than the average, but how do you get them to work for your company?

http://ww2.cfo.com/hiring/2014/07/hire-simply-best

  1. Entrepreneurs are misunderstood; Unless we appreciate the value they create we can’t appreciate their contribution to society

http://www.theage.com.au/small-business/entrepreneur/entrepreneurs-are-misunderstood-20140723-3cecw.html

  1. The secret to Warren Buffett’s success: Charlie Munger; Munger is known for running a tight ship and training his executives on the “why” principle. This why-led strategy is responsible for the famous resurgence of Apple

http://www.theage.com.au/small-business/startup/the-secret-to-warren-buffetts-success-20140716-3c1ll.html

  1. Dilmah’s founder Merrill Fernando’s idea to produce and sell single-origin pure Ceylon tea helped to stop the trend towards the commoditisation of tea

http://www.thestar.com.my/Business/SME/2014/07/31/Tea-leads-to-philanthropy-Planters-success-allows-him-to-venture-on-to-bigger-things/

TMT

  1. Amazon Ups the Ante in India With $2 Billion Investment; Amazon Ups the Ante in India With $2 Billion Investment

http://online.wsj.com/articles/amazon-to-invest-2-billion-in-india-1406700828

2. (China/Tech) – Alibaba in Talks to Invest in Snapchat; New Round of Financing Could Value the Messaging App at $10 Billion

http://online.wsj.com/articles/alibaba-in-talks-to-invest-in-messaging-app-snapchat-1406746438

  1. (China/Tech) – Alibaba Entertains Chinese Willingness to Pay; Chinese Consumers Aren’t Accustomed to Paying for Home Entertainment

http://online.wsj.com/articles/heard-on-the-street-alibaba-entertains-chinese-willingness-to-pay-1406709568

  1. (China/Korea/Tech) – Is Huawei Eating Samsung’s Lunch?

http://blogs.wsj.com/digits/2014/07/30/is-huawei-eating-samsungs-lunch/

  1. Tech Companies’ Secret Weapon: Animal Logos

http://blogs.wsj.com/digits/2014/07/30/tech-companies-secret-weapon-animal-logos/

Consumer

  1. In New Zealand, All Eyes on Milk Prices; Dairy forms the backbone of the New Zealand economy, representing around 25% of exports

http://blogs.wsj.com/economics/2014/07/30/in-new-zealand-all-eyes-on-milk-prices/

  1. As Sales Flag Abroad, Coke Refocuses on Home Turf; Old Playbook May Not Work When Americans Are Rethinking Soda Consumption

http://online.wsj.com/articles/as-sales-flag-abroad-coke-refocuses-on-home-turf-1406765563

Healthcare

  1. World Ebola fears grow, with Europe and Asia on alert

http://www.channelnewsasia.com/news/health/world-ebola-fears-grow/1289770.html

  1. Drug-resistant malaria spreading fast in Southeast Asia

http://www.channelnewsasia.com/news/health/drug-resistant-malaria/1289992.html

Investing Process

  1. East Coast Asset Management Q2 Letter – Horse in Motion

http://cdn1.valuewalk.com/wp-content/uploads/2014/07/East-Coast-Q2-2014-Letter_-Horse-in-Motion.pdf

  1. Research – Opting Out of Good Governance

http://www.nber.org/papers/w19953

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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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