Morning Bamboo Insight: 17 Aug 2014

Morning Bamboo Insight: 17 Aug 2014


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

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

  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

  1. SEC Launches Examination of Alternative Mutual Funds

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?

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

  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

  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

  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

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

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

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

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

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

  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

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


  1. Korean Catholicism marked by volatile history|home|top

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

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

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

  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.”


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

  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

  1. Will 3-D Printers Change the World?

  1. Bridges to span Amazon’s dominance

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

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


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


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

  1. How Bionic Ears Have Changed People’s Lives

Investing Process

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


  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



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 (, 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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