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Morning Bamboo Insight: 07 Aug 2014

Morning Bamboo Insight: 07 Aug 2014

Macro

  1. Corporate America’s ‘ABC’ policy – Anything But Capex

http://www.reuters.com/article/2014/08/06/us-markets-investment-capex-analysis-idUSKBN0G60CC20140806

  1. Risk and Reward on Market Frontier; Investors Pouring Billions Into Booming Smaller Markets, Prompting Warnings

http://online.wsj.com/articles/risk-and-reward-on-market-frontier-1407312789

  1. What if the SEC were to Launch a Largecap Fraud Task Force: the Ode to the SEC Edition

http://thelongshorttrader.com/2014/08/06/what-if-the-sec-were-to-launch-a-largecap-fraud-task-force-the-ode-to-the-sec-edition/

  1. Private Equity Finds a Foothold in Israel, the Land of Venture Capital

http://knowledge.wharton.upenn.edu/article/israel-private-equity/

Asia Pacific

  1. (China) – China Default Storm Seen as Record Private Bonds Mature

http://www.bloomberg.com/news/print/2014-08-05/default-storm-seen-as-record-private-bonds-mature-china-credit.html

  1. (Korea) – S. Korea sets rules to tax excessive corporate cash reserves; a large company will be levied a 10% tax on surplus funds when it spends less than 80% of net profit on dividend payouts, additional wages or investment in facilities

http://www.thestar.com.my/Business/Business-News/2014/08/06/S-Korea-sets-rules-to-tax-excessive-corporate-cash-reserves/

  1. (Taiwan) – Billionaire’s Media Push Tests The Toughness Of A Taiwan “Strawberry”

http://www.forbes.com/sites/russellflannery/2014/08/06/billionaires-media-push-tests-the-toughness-of-a-taiwan-strawberry/print/

  1. (China) – Senior suicides become the norm in rural parts of China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140806000012&cid=1503

  1. (China) – China’s ever more precarious towers

http://ftalphaville.ft.com/2014/08/06/1919002/chinas-ever-more-precarious-towers/

  1. (China) – China warns of corporate bond market risks, may raise threshold for new issues

http://www.reuters.com/article/2014/08/06/us-china-bonds-idUSKBN0G60Q420140806

  1. Deals’ Demise Wrecks Funds’ Bets; Busted Buyouts and Warning by Obama Sting Big Investors; It’s ‘Arbageddon’

http://online.wsj.com/articles/deals-demise-wrecks-funds-bets-1407368591

  1. Bank Regulators Roar at $700-Trillion Market

http://online.wsj.com/articles/heard-on-the-street-bank-regulators-roar-at-700-trillion-market-1407361223

  1. Summertime Living Isn’t Easy for Macro Funds; Graham Capital, Rubicon Among Hedge-Fund Firms Feeling Heat of Poor Returns

http://online.wsj.com/articles/summertime-living-isnt-easy-for-macro-funds-1407356551

  1. Statist Strongmen Putin-Xi See History Alive in Capitalism Clash; State capitalism isn’t confined to China and Russia. The emirates of the Persian Gulf have long fused state and bazaar

http://www.thejakartaglobe.com/business/statist-strongmen-putin-xi-see-history-alive-capitalism-clash/

  1. (Japan) – Japan’s top banks are seeking out riskier borrowers with an eagerness not seen since the early 1990s

http://online.wsj.com/articles/japanese-lenders-seek-out-riskier-borrowers-1407362343

  1. (China) – China Steps Up Antitrust Duel With West

http://online.wsj.com/articles/china-regulator-probes-microsoft-accenture-offices-1407310450?mod=mktw

  1. (Spore) – Singapore IPO Market in a Slump; City-State Suffers Worst Year for IPOs Since 2009

http://online.wsj.com/articles/samudra-pulls-out-of-ipo-1407296817

  1. (Japan) – Unlock the Potential of Japan’s Savings; Governance reform and diversification at Japan’s largest pension fund will benefit the whole economy

http://online.wsj.com/articles/unlock-the-potential-of-japans-savings-1407343928

  1. (Thai) – The New Thai Dictatorship; The junta lays the groundwork for an illiberal regime.

http://online.wsj.com/articles/the-new-thai-dictatorship-1407344124

  1. (Korea) – South Korea Unveils Tax Targeting Corporate Cash Hoarders; Seoul Presses Businesses to Put Excess Funds to Work in Driving Economy

http://online.wsj.com/articles/south-korea-unveils-tax-on-corporate-cash-hoards-1407301382

Life

  1. Why Your Company Should Recognize Individuals, Not Worker Bees

http://www.forbes.com/sites/johnhall/2014/08/03/why-your-company-should-recognize-individuals-not-worker-bees/print/

  1. Why Is Innovation So Hard?

http://www.forbes.com/sites/darden/2014/08/04/why-is-innovation-so-hard/print/

  1. ‘Live And Let Live’ And 4 Other Happiness Tips From Pope Francis

http://www.businessinsider.sg/pope-francis-tips-for-happiness-2014-8/#.U-JGMvmSxqU

http://www.catholicnews.com/data/stories/cns/1403144.htm

  1. Books – Location Is (Still) Everything: The Surprising Influence of the Real World on How We Search, Shop, and Sell in the Virtual One

http://www.amazon.com/Location-Still-Everything-Surprising-Influence/dp/0544262271

  1. NTU students to get second bite at failed modules

http://www.todayonline.com/print/735161

  1. How Fiction and Finance Go Hand in Hand; For Swedish CFO Anna Belfrage, who has written six novels in her spare time, each activity improves the other

http://ww2.cfo.com/people/2014/08/fiction-finance-go-hand-hand

  1. Hiroshima marks anniversary of atomic bombing

http://news.asiaone.com/print/news/asia/hiroshima-marks-anniversary-atomic-bombing

  1. Fine-Art Students Get Lessons in Business; Juilliard, Berklee Embrace Programs That Develop Entrepreneurial Acumen Alongside Artistic Ability

http://online.wsj.com/articles/fine-art-students-get-lessons-in-business-1407350818

  1. FT & McKinsey Business Book of the Year Award

http://www.ft.com/intl/cms/s/2/3e23d114-1c93-11e4-98d8-00144feabdc0.html#axzz39fiGXhl4

  1. Malaysia’s invisible man of beverages; Ean Yong Tin Sin was already in his early 50s when he started Orgabio in 2002 to provide contract and private-label manufacturing for instant coffee and health drinks

http://www.thestar.com.my/Business/SME/2014/08/07/The-invisible-man-of-beverages-Companys-work-is-to-produce-other-peoples-brands/

TMT

  1. New Buying Strategy as Facebook and Google Transform Into Web Conglomerates

http://dealbook.nytimes.com/2014/08/05/new-strategy-as-tech-giants-transform-into-conglomerates

  1. Why Location is King for E-commerce, Too

http://knowledge.wharton.upenn.edu/article/location-ecommerce/

  1. Korea/Tech) – Samsung’s next reinvention challenge: itself

http://in.reuters.com/article/2014/08/06/samsung-elec-culture-idINL4N0Q01R220140806

Consumer

  1. In Africa, haircare becomes a multi-billion dollar industry

http://www.reuters.com/article/2014/08/06/us-africa-hair-idUSKBN0G60A020140806

Healthcare

  1. (China/Healthcare) – China’s rural timebomb: half a billion elderly people with chronic diseases and no care

http://www.chinesemedicalnews.com/2014/08/chinas-rural-timebomb-half-billion.html

Investing Process

  1. New From Mauboussin: Capital Allocation Evidence, Analytical Methods, and Assessment Guidance

http://cdn1.valuewalk.com/wp-content/uploads/2014/08/document-1036635381.pdf

Commodities

  1. (Commodities/China) – Milk prices sink as ‘white gold’ floods even China demand

http://news.asiaone.com/print/news/business/milk-prices-sink-white-gold-floods-even-china-demand

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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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