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Morning Bamboo Insight: 08 Aug 2014

Morning Bamboo Insight: 08 Aug 2014

Macro

  1. Capital Group Bets on a Different Kind of Tech; Firm’s recent filing to launch nontransparent actively managed ETFs is a wager on new distribution technology

http://news.morningstar.com/articlenet/article.aspx?id=659594&

  1. World will have 13 ‘super-aged’ nations by 2020

http://www.ft.com/intl/cms/s/0/f356f8a0-1d8c-11e4-8f0c-00144feabdc0.html#axzz39gWMsOOH

  1. Risk culture must change to protect financial system; Key causes of past financial crises are being forgotten

http://www.ft.com/intl/cms/s/0/5991c892-19a1-11e4-b06c-00144feabdc0.html#axzz39gWMsOOH

  1. A critical autumn nears for EM currencies

http://www.ft.com/intl/cms/s/0/99e72382-1d3a-11e4-8b03-00144feabdc0.html#axzz39gWMsOOH

  1. Older firms increasingly dominate our economy. It challenges the conventional wisdom that the Internet’s relentless advance attests to the economy’s underlying vitality

http://www.washingtonpost.com/opinions/robert-samuelson-where-have-all-the-entrepreneurs-gone/2014/08/06/e01e7246-1d7c-11e4-82f9-2cd6fa8da5c4_story.html?wpisrc=nl_opin&wpmm=1

Asia Pacific

  1. (China) – China’s Top Stock Fund Sees 15% Rally on Graft Crackdown

http://www.bloomberg.com/news/print/2014-08-05/china-s-top-stock-fund-sees-15-rally-on-graft-crackdown.html

  1. (China) – Is China No Longer a Copycat?

http://www.forbes.com/sites/williambrent/2014/08/06/is-china-no-longer-a-copycat/print/

3. (India/Consumer) – Caravan Craft adds dose of ethnic, global styles to offer unique merchandise

http://forbesindia.com/printcontent/38347

  1. (India) – India’s Narendra Modi confounds devotees and detractors alike

http://www.ft.com/intl/cms/s/0/8aeab4d2-1cb5-11e4-b4c7-00144feabdc0.html#axzz39gZPNZkF

  1. (Korea) – Of 200 KOSPI-listed companies, 46 are subject to tax on excess corporate cash holdings

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1070794&selFlag=&relatedcode=&wonNo=&sID=308

  1. (Korea) – Cross-shareholding structures halve at S. Korea conglomerates

http://news.mk.co.kr/english/newsRead.php?sc=30800016&cm=Finance&year=2014&no=1068874&selFlag=sc&relatedcode=&wonNo=&sID=308

  1. (Korea) – S. Korea’s 400 richest own $445mn on average

http://news.mk.co.kr/english/newsRead.php?sc=30800003&cm=Economy&year=2014&no=1060967&selFlag=sc&relatedcode=&wonNo=&sID=308

  1. (Korea) – Korean Ministry outlines 3-pronged corporate tax plan targeting two primary goals: making excess corporate cash reserves flow into households and reducing the tax burden on the middle class

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2993146&cloc=joongangdaily|home|top

  1. (China) – China’s latest anti-trust probes revive protectionism concerns

http://www.reuters.com/article/2014/08/07/us-china-antitrust-idUSKBN0G70VA20140807

  1. (Isia) – Jokowi tested as parties want in

http://news.asiaone.com/print/news/asia/jokowi-tested-parties-want

Life

  1. Here Is The Mathematical Equation That Can Predict What Will Make You Happy

http://www.forbes.com/sites/daviddisalvo/2014/08/06/what-makes-you-happy-captured-in-an-equation/print/

  1. Understanding ‘target’ market helps brand globalization

http://www.koreatimes.co.kr/www/news/biz/2014/08/123_162479.html

  1. Quote of the day: “Clutter is taking a toll on both morale and productivity. Ability to think creatively fell markedly if working days were punctuated with meetings. They did far better if left to focus on their projects without interruption

http://signalvnoise.com/posts/3768-clutter-is-taking-a-toll-on-both-morale-and

  1. The sudden death of the English Academy; The internet is destroying language standardization

http://www.ft.com/intl/cms/s/0/427838da-1bc2-11e4-adc7-00144feabdc0.html#axzz39gWMsOOH

  1. 10 Extremely Wealthy Tech Executives Who Choose To Live Frugally

http://www.businessinsider.sg/10-frugal-tech-executives-2014-8/#.U-MiKPmSxqU

  1. Dilbert Creator: The Financial Industry Is The World’s Biggest Scam

http://www.businessinsider.sg/scott-adams-advisors-make-stocks-risky-2014-8/

http://www.dilbert.com/blog/entry/how_to_make_more_money_in_stocks/

  1. 22 Quotes That Take You Inside Albert Einstein’s Revolutionary Mind: “The aim [of education] must be the training of independently acting and thinking individuals who, however, see in the service to the community their highest life problem.”

http://www.businessinsider.sg/22-quotes-from-albert-einstein-2014-8/#.U-MjtvmSxqU

  1. Why implementation matters: How important is the way you implement a major change effort? We surveyed more than 2,000 global executives to find out-and to learn from the best

http://www.mckinsey.com/insights/operations/Why_implementation_matters?cid=other-eml-alt-mip-mck-oth-1408

TMT

  1. (China/Tech) – Priceline Expands China Options With Ctrip Investment

http://www.bloomberg.com/news/print/2014-08-06/priceline-investing-500-million-in-ctrip-travel-agency.html

  1. (Korea/Tech) – Pantech calls for help as big S Korean rivals dominate

http://www.ft.com/intl/cms/s/0/de14620c-1d46-11e4-8b03-00144feabdc0.html#axzz39gWMsOOH

  1. (China/Tech) – Amid Xiaomi frenzy, China’s smartphone market undergoes a revolution

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140807000040&cid=1206

  1. Aiming to Be the Netflix of Books

http://www.nytimes.com/2014/08/07/technology/personaltech/aiming-to-be-the-netflix-of-books.html

Healthcare

  1. TCM trial for stroke survivors

http://yourhealth.asiaone.com/print/content/tcm-trial-stroke-survivors

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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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