Evening Bamboo InsightL 14 Aug 2014

Evening Bamboo InsightL 14 Aug 2014


  1. Investors in junk bond funds face a Matrix moment; Liquidity and pricing have become disconnected from reality


  1. Small vs. Large Countries: Which Are More Successful?



  1. Traders brace for research crackdown as easy money dries up


  1. Calpers Rethinks Its Risky Investments


  1. Yield Hunters’ New Tune Echoes Financial Engineering’s Past


Asia Pacific

  1. (Msia) – Malaysia Builders Hit by Tax Amid Worst Slump Since 1998


  1. (Taiwan/China) – Taiwan and China are expected to resume negotiations on reaching a merchandise trade agreement by the end of August, amid hopes of catching up with similar progress made between the mainland and South Korea


  1. (China) – Michael Pettis On The Political Upheaval In China


  1. (Msia) – Toll hike: Johor leaders fear impact on Iskandar


  1. (China) – Food and flirting; how firms learn to live with China antitrust raids


  1. (HK) – High-End ‘Micro-Flats’ Latest Trend for Hong Kong Home Buyers


  1. (Spore) – Disclosing GIC’s returns in Singapore dollars will reveal its poor performance; Since March 2009, the US dollar fell 15%; an additional $101bn CPF, excluding tens of billions in reserves, was injected into GIC from 2008 to 2013


  1. (China) – China’s Energetic Enforcement of Antitrust Rules Alarms Foreign Firms



  1. A Guide for the Perplexed: Mapping the Meaning of Life and the Four Levels of Being


  1. Books – A Guide for the Perplexed


  1. Singapore succeeded in the early years because we had exceptionally bold leaders, who were unafraid of taking risks and learning from their mistakes as they fought against major odds to survive and prosper.


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


  1. Keys to Mastery; Great learners are captivated by the process of getting better; the struggle and work itself is rewarding in its own right. As they move closer to mastery, they are more fascinated by a focus on simple fundamentals


  1. Books – The Organized Mind: Thinking Straight in the Age of Information Overload


  1. The Common Pattern To Procrastination


  1. The Procrastination Equation: How to Stop Putting Things Off and Start Getting Stuff Done


  1. Here’s An Easy Way To Get People To Pay You More


  1. Lunch with the FT: Jefferson Hack, the co-founder of ‘alternative style bible’ Dazed & Confused who talks about his digital empire – and being inspired by Playboy


  1. 4 Strategies For Remembering Everything You Learn


  1. No optical illusion: Obama balances world crises with golf, time off


  1. 17 Small Productivity Habits


  1. Richard Feynman’s Letter on What Problems to Solve: “No problem is too small or too trivial if we can really do something about it.”


  1. The Ability To Focus And Make The Best Move When There Are No Good Moves


  1. Honda’s global strategy? Go local.


  1. Why CEOs swear by Swatches



  1. The World Of Everything-As-A-Service


  1. Arrogance Is Good: In Defense of Silicon Valley


  1. Starbucks Secret Weapon Is Machine From Sleepy Swiss Village


  1. (India/Tech) – The Great Indian Smartphone Shakeout


  1. IBM Develops a New Chip, Named TrueNorth, That Functions Like a Brain


  1. (China/Tech) – Alibaba Cleans Up ‘Gray Market’ for Some Prestigious Brands; Labels That Open Tmall Stores Get Help in Curbing Unauthorized Vendors


  1. (China/Tech) – Suit Against Alibaba Opens Window on Issue of Counterfeiting; Gucci’s Owner Said Chinese E-Commerce Firm Fostered ‘Army of Counterfeiters’


  1. Priceline’s Success Comes at a Price




  1. (Thai/Consumer) – How a third-generation young leader Rawit Hanutsaha revived the flagging fortunes of Srichand; Srichand’s turnaround owed much to Rawit’s decision to enter the modern-trade channel about five years ago



  1. (Isia/Healthcare) – Indonesia’s largest pharmaceutical firm Kalbe Farma to start producing cancer drugs


  1. The ‘bionic ear’: the couple who helped the world to hear: Ingeborg and Erwin Hochmair hope to further advance their cochlear implant credited as the first device ever to replace a sensory organ


  1. (Healthcare/Tech) – Talking healthcare tech with Humana’s CEO about the rise of big data and telemedicine and how it will impact your health care


Investing Process

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


  1. 30 Years Of Accounting Lessons: Penman, Piotroski, Beneish, And More



  1. From ‘Mr Copper’ to Lord Farmer, metals trading legend becomes British peer


  1. (China/Commodities) – Citigroup and Swiss-based trader Mercuria Energy Group are battling in a London court over payments relating to metals-backed financing arrangements in China valued at over $270 million


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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