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Morning Bamboo Insight: 17 Aug 2014

Morning Bamboo Insight: 17 Aug 2014

Macro

  1. A Crisis a Century in the Making: The Arab world is still trying to sort out the unfinished business of the Ottoman Empire

http://www.nytimes.com/2014/08/11/opinion/a-crisis-a-century-in-the-making.html?ref=opinion

  1. Finance: The FICC and the dead; Banks’ once-mighty trading businesses are humbled. Will a return of volatility to the markets revive them?

http://www.ft.com/intl/cms/s/0/e2e7e170-1e3e-11e4-bb68-00144feabdc0.html#axzz3A8WRQ5S3

  1. Equity research undergoes big structural changes as a result of regulation, which is hitting at the investment banking model and playing into the hands of independent groups

http://www.ft.com/intl/cms/s/0/3175922a-2145-11e4-a958-00144feabdc0.html#axzz3A8WRQ5S3

  1. SEC Launches Examination of Alternative Mutual Funds

http://online.wsj.com/articles/sec-has-launched-examination-of-alternative-mutual-funds-1407874463

Asia Pacific

  1. (Japan) – How to profit from Japan’s ‘revolution’: An economic overhaul is underway in Japan aimed to put investors’ interests first. Can you benefit?

http://www.telegraph.co.uk/finance/personalfinance/investing/funds/11025388/How-to-profit-from-Japans-revolution.html

  1. (China) – Official suicides reflect China’s “psychological pressure”

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140811000009&cid=1103

  1. (China) – Majority of provinces refuse to lay bare number of ‘naked officials’; China is conducting a cross-country investigation of “naked officials,” with a focus on Fujian province, and will complete the task by the end of August

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140811000007&cid=1103

  1. (China) – China’s Power Politics: Xi Jinping’s war against corruption is being conducted in a “you-die-I-live” world where losers risk forfeiting far more than their jobs

http://www.nytimes.com/2014/08/12/opinion/chinas-power-politics.html?ref=opinion&_r=0

  1. (India) – A shock to Delhi’s durbar culture: Modi is discouraging his ministers from excessive socialising in the capital, lest they be seen as too cosy with special interests

http://www.ft.com/intl/cms/s/2/9f35fabc-2144-11e4-b96e-00144feabdc0.html#axzz3A8WRQ5S3

  1. (Msia) – State leadership crisis could split Malaysia’s opposition

http://www.reuters.com/article/2014/08/12/us-malaysia-opposition-idUSKBN0GC0UA20140812

  1. (Japan) – Drop a coin, grab a snack: Kiosk-in-a-box spreads in Japan

http://www.reuters.com/article/2014/08/12/us-japan-office-snacks-idUSKBN0GC09W20140812

  1. (China) – How One Police Chief Built a Graft Network over Four Decades in Power

http://english.caixin.com/2014-08-11/100715432.html

  1. (Thai) – Thai Military Rulers Look to Past For Answers on Economy; Government-Led 1980s Boom Seen as a Model

http://online.wsj.com/articles/thailands-military-rulers-look-to-past-for-solutions-to-economy-1407820419

  1. (Myanmar) – Myanmar in Talks to Get First Credit Rating; Rating Could Pave Road to Eventual Debut Global-Bond Sale

http://online.wsj.com/articles/myanmar-in-talks-to-get-first-credit-rating-1407838691?mod=asia_home

  1. (China) – Shanghai Prosecutor Approves Arrest of Former Bright Food Chairman; Wang Zongnan’s Arrest Is Latest Fall of Top Executive Because of Suspected Corruption

http://online.wsj.com/articles/shanghai-prosecutor-approves-arrest-of-former-bright-foods-chairman-1407839216

  1. (China) – Anxiety Is Local in China’s Property Woes

http://online.wsj.com/articles/anxiety-is-local-in-chinas-property-woes-1407834397

Life

  1. Korean Catholicism marked by volatile history

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2993388&cloc=joongangdaily|home|top

  1. The Funny Story Of How Robin Williams Inspired Christopher Reeve To Embrace Life

http://www.businessinsider.sg/robin-williams-made-christopher-reeve-laugh-after-paralysis-2014-8/#.U-mL-PmSxqU

  1. Nassim Taleb Outlines Every Sin To Remember On One Card

http://www.businessinsider.sg/nassim-taleb-sins-to-remember-2014-8/#.U-mMWPmSxqU

  1. In Scenario Planning, Shell Shows the Way; Authors Wilkinson and Kupers bring insider perspective to a model strategic approach

http://www.garp.org/risk-news-and-resources/2013/august/in-scenario-planning-shell-shows-the-way.aspx?altTemplate=PrintStory

  1. Why 6 p.m. is the toughest time to be a good parent; “Gradually increasing fatigue from unremarkable activities can lead to systemic moral failure. Even ethical people can’t avoid it.”

http://www.fastcompany.com/3034269/second-shift/why-6-pm-is-the-toughest-time-to-be-a-good-parent

TMT

  1. (Australia/Tech) – Online orders help Domino’s Pizza deliver sizzling result

http://www.theage.com.au/business/online-orders-help-dominos-pizza-deliver-sizzling-result-20140812-102zpu.html

  1. (Korea/Tech) – Sharing economy triggers controversy in S. Korea; Kozaza, a company offering sharing accommodation at South Korea’s traditional housing Hanok, when the KTO launched the ‘Hanok Stay’ website

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1086086&selFlag=&relatedcode=&wonNo=&sID=308

  1. Will 3-D Printers Change the World?

http://www.nytimes.com/roomfordebate/2014/08/11/will-3-d-printers-change-the-world?ref=opinion

  1. Bridges to span Amazon’s dominance

http://www.ft.com/intl/cms/s/0/bf8ac71c-1f31-11e4-9689-00144feabdc0.html#axzz3A8WRQ5S3

  1. (China/Tech) – Carlyle Invests in Chinese Classified Ad Site Ganji.com

http://dealbook.nytimes.com/2014/08/12/carlyle-invests-in-chinese-classified-ad-site-ganji-com

  1. (Tech/Healthcare) – Apple prepares Healthkit rollout amid tangled regulatory web

http://www.reuters.com/article/2014/08/12/us-apple-healthcare-exclusive-idUSKBN0GC09K20140812?feedType=RSS&feedName=technologyNews

Consumer

  1. (China/Consumer) – China made McDonald’s and Yum Brands give up one of their most guarded secrets

http://qz.com/247463/china-made-mcdonalds-and-yum-brands-give-up-one-of-their-most-guarded-secrets/

Healthcare

  1. Tactic in Alzheimer’s Fight May Be Safe, Study Finds

http://well.blogs.nytimes.com/2014/08/11/absence-of-gene-may-help-fight-alzheimers-study-finds/?ref=health

  1. How Bionic Ears Have Changed People’s Lives

http://www.businessinsider.sg/life-changing-cochlear-implants-2014-8/#.U-mMofmSxqU

Investing Process

  1. The “Big Tent” of Value Investing: Approaches, Lessons, Ideas by John Mihaljevic of Manual of Ideas in Trani

http://cdn1.valuewalk.com/wp-content/uploads/2014/08/john-mihaljevic-vis14.pdf

Energy

  1. Kinder Morgan’s RIch Kinder, The Man Who Made $1.5 Billion In A Morning Just Did So By Outsmarting All Of Wall Street

http://www.businessinsider.sg/rich-kinder-just-outsmarted-all-his-doubters-2014-8/#.U-mLpfmSxqU

 

 

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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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