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Morning Bamboo Insight: 11 Aug 2014

Morning Bamboo Insight: 11 Aug 2014

Macro

  1. Accounting Rule Makers Diverge on Lease Expensing

http://blogs.wsj.com/cfo/2014/08/08/accounting-rule-makers-diverge-on-lease-expensing/

  1. Why ISIL is worse than al-Qaeda-and any other terrorist group that came before

http://qz.com/246923/why-isil-is-worse-than-al-qaeda-and-any-other-terrorist-group-that-came-before/

Asia Pacific

  1. (China) – For Foreign Executives in China, Rising Concern About Legal Limbo; Risks Include Jail, Detention, Limits on Personal Freedom

http://online.wsj.com/articles/for-foreign-executives-in-china-concern-about-legal-limbo-1407526058?mod=WSJ_LatestHeadlines

  1. (HK/China) – Hurdles for China-Hong Kong Stock Link Up

http://online.wsj.com/articles/hurdles-for-china-hong-kong-stock-link-up-1407485947?mod=yahoo_hs

  1. (Msia) – Billionaire Robert Kuok’s “Massimo” bread, which entered the market in 2011, gained popularity very quickly underpinned by its aggressive pricing strategy and benefited from his ownership of flour mill

http://www.thestar.com.my/Business/Business-News/2014/08/09/High5-white-knights-stand-firm-They-seek-a-turnaround-with-fundamentals-of-the-business-unchanged/

  1. (India) – A Banker Buys India Too Much Slack

http://www.bloombergview.com/articles/2014-08-07/a-banker-buys-india-too-much-slack

  1. (Isia) – Chairul Tanjung Quells Indonesia’s Doubts as Chief Economics Minister

http://www.thejakartaglobe.com/news/chairul-tanjung-quells-indonesias-doubts/

  1. (India) – Big fat Indian weddings get bigger and fatter

http://fortune.com/2014/08/08/indian-weddings/

  1. (China/Macro) – China’s anti-corruption crackdown threatens to spill over into Canada

http://business.financialpost.com/2014/08/08/chinas-anti-corruption-crackdown-threatens-to-spill-over-into-canada/

  1. (China) – The Tricks of China’s Trade

http://www.project-syndicate.org/print/zhang-monan-exposes-the-faulty-data-underlying-china-s-status-as-the-world-s-largest-trading-economy

Life

  1. Networking with Cisco’s John Chambers: The Cisco CEO on ‘Star Trek,’ dyslexia and the importance of failure

http://online.wsj.com/articles/networking-with-ciscos-john-chambers-1407522067

  1. On fund-managers, rats and hermit crabs: reversion to familiar habits under stress

http://emotionalfinance.net/2014/08/03/on-fund-managers-rats-and-hermit-crabs-reversion-to-familiar-habits-under-stress/

  1. How Math Got Its ‘Nobel’: The true story behind the field’s most prestigious award

http://www.nytimes.com/2014/08/10/opinion/sunday/how-math-got-its-nobel-.html?ref=opinion

  1. Taking A Wait-And-See Approach With Disruptive Innovations

http://techcrunch.com/2014/08/08/taking-a-wait-and-see-approach-with-disruptive-innovations/

TMT

  1. PayPal’s vision for a global marketplace

http://www.mckinsey.com/insights/High_Tech_Telecoms_Internet/PayPals_vision_for_a_global_marketplace?cid=DigitalEdge-eml-alt-mip-mck-oth-1408

  1. Big Data’s High-Priests of Algorithms; ‘Data Scientists’ Meld Statistics and Software for Find Lucrative High-Tech Jobs

http://online.wsj.com/articles/academic-researchers-find-lucrative-work-as-big-data-scientists-1407543088

  1. (Tech/India) – Amazon Takes a Long View With $2 Billion India Investment; Q&A: How Amazon Will Spend $2 Billion in India

http://online.wsj.com/articles/amazon-takes-a-long-view-with-2-billion-india-investment-1407474521

http://blogs.wsj.com/indiarealtime/2014/08/08/qa-how-amazon-will-spend-2-billion-in-india/

4. (China/India/Tech) – Arrival of Chinese Phone Brands Sets Stage for Price War in India; Low-Cost Handset Makers Challenge Dominance of Micromax, Karbonn Mobiles

http://online.wsj.com/articles/arrival-of-chinese-phone-brands-sets-stage-for-price-war-in-india-1407493144?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702303800604580078983703611458.html

  1. Many SAP Customers Can’t Make a Business Case for HANA

http://blogs.wsj.com/cio/2014/08/08/many-sap-customers-cant-make-a-business-case-for-hana/?mod=WSJ_hpp_sections_cio

  1. Zulily Calls In-House Software a ‘Differentiator for Competitive Advantage’

http://blogs.wsj.com/cio/2014/08/08/zulily-calls-in-house-software-a-differentiator-for-competitive-advantage/

  1. Lean Principles in the Digital Economy

http://blogs.wsj.com/cio/2014/08/08/lean-principles-in-the-digital-economy/

  1. Taking Stock of Automated Financial Advisers; Online Services Such as Wealthfront and Betterment Charge Far Less Than Traditional Brokerages

http://online.wsj.com/articles/taking-stock-of-automated-financial-advisers-1407519771

  1. (Isia/Tech) – Rise of Fashion E-Commerce in Indonesia; Indonesian retail pioneers in exploring the new world of the online market

http://www.thejakartaglobe.com/features/rise-fashion-e-commerce-indonesia/

  1. (China/Tech) – Alibaba Saga IV: A Crocodile In The Yangtze River

http://www.forbes.com/sites/helenwang/2014/08/07/alibaba-saga-iv-a-crocodile-in-the-yangtze-river/print/

  1. (China/Tech) – Online Education Craze in China Lures Increasingly More VC Money

http://technode.com/2014/08/08/online-education-vc-money/

  1. (Korea/Tech) – Samsung’s restructuring is to cut cost and create tensions

http://news.mk.co.kr/newsReadPrint.php?year=2014&no=1077870

Consumer

  1. How Lego lost its innocence: Child’s play is now big business. Lego abused our trust with cynical marketing and toys that limit development – then it did a deal with Shell

http://www.theguardian.com/commentisfree/2014/aug/08/lego-child-play-big-business-marketing-toys-shell

  1. While farmers in India once left cashew apples to rot, some are now selling them as the source of what Pepsi hopes could be the next coconut water

http://www.nytimes.com/2014/08/09/business/international/cashew-juice-the-apple-of-pepsis-eye.html?ref=business&_r=0

  1. (Asia/Consumer) – Asia is actually 60 per cent of the men’s skincare market and South Korea is actually the biggest men’s skincare market in the world

http://www.brw.com.au/p/entrepreneurs/think_world_biggest_men_skincare_NMPcYDum6t7KNIQ7WwFkBN

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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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