Morning Bamboo Insight: 22 Aug 2014

August 22, 2014 Leave a comment

Morning Bamboo Insight: 22 Aug 2014

Macro

  1. Morningstar: A force to be reckoned with; The research firm’s rating system gives it great power to influence the $30tn mutual fund industry

http://www.ft.com/intl/cms/s/0/e02d2768-22d2-11e4-8dae-00144feabdc0.html#axzz3Aev2BZOm

  1. Leaky repo deals present new concerns

http://www.ft.com/intl/cms/s/0/021db5ba-224f-11e4-a828-00144feabdc0.html#axzz3Aev2BZOm

  1. Emperors who seem above the rules must be reined in

http://www.ft.com/intl/cms/s/0/858ac752-23db-11e4-86fc-00144feabdc0.html#axzz3Aev2BZOm

  1. World’s Biggest Wealth Fund Slows Emerging Market Investment

http://www.bloomberg.com/news/print/2014-08-20/world-s-biggest-wealth-fund-slows-investment-in-emerging-markets.html

  1. Blackstone Finds a Way to Outsource ‘Skin in the Game’

http://dealbook.nytimes.com/2014/08/21/blackstone-finds-a-way-to-outsource-skin-in-the-game

Asia Pacific

  1. (China) – Property crisis in Shaanxi’s Shenmu sees fortunes evaporate

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140817000076&cid=1503

  1. (China) – Rising number of real estate investors default in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140817000030&cid=1202

  1. (Spore) – Singapore in ‘mid-life crisis’ as Lee Hsien Loong marks 10 years in power

http://www.scmp.com/news/asia/article/1575046/singapore-mid-life-crisis-lee-hsien-loong-marks-10-years-power

  1. (China) – China’s state-owned airlines hit turbulence

http://www.ft.com/intl/cms/s/0/be9fb564-236a-11e4-a424-00144feabdc0.html#axzz3Aev2BZOm

  1. (China) – Goldman Warns Additional Chinese Stimulus Risks Global Financial Stability

http://www.zerohedge.com/news/2014-08-20/goldman-warns-additional-chinese-stimulus-risks-global-financial-stability

Life

  1. ‘The System Worked: How the World Stopped Another Great Depression’, by Daniel W Drezner; Economic governance has a patchy record, but this impressive and cogent book argues that policy makers did well during the crisis

http://www.ft.com/intl/cms/s/2/8af474e0-2467-11e4-be8e-00144feabdc0.html#axzz3Aev2BZOm2

  1. Books – Powers of Two: Finding the Essence of Innovation in Creative Pairs

http://www.amazon.com/Powers-Two-Finding-Innovation-Creative/dp/product-description/0544031598/

  1. What We Can Learn About Business Collaboration From Famous Creative Pairs

http://250words.com/2014/08/what-we-can-learn-about-business-collaboration-from-famous-creative-pairs/

 

TMT

  1. (China/Tech) – Xiaomi starts to feel the backlash of being ‘China’s Apple’

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140816000084&cid=1502

  1. (Spore/Tech) – Singapore’s investment funds blaze ecommerce trail

http://www.ft.com/intl/cms/s/0/03df812e-25da-11e4-9bca-00144feabdc0.html#axzz3Aev2BZOm

  1. Smartphone owners’ appetite for new apps wanes

http://www.ft.com/intl/cms/s/0/4c3e5708-2628-11e4-9bca-00144feabdc0.html#axzz3Aev2BZOm

  1. (Myanmar/Tech) – Qatar-based Ooredoo became the first foreign telecommunications company to offer services in Myanmar, setting up the country to be one of the world’s first predominantly mobile-Web nations

http://online.wsj.com/articles/myanmar-phone-service-makes-leap-1408296679

  1. Wearables has become a household name. Could nearables be next?

http://www.washingtonpost.com/blogs/innovations/wp/2014/08/21/wearables-has-become-a-household-name-could-nearables-be-next/

  1. EBay considering PayPal spinoff: report

http://www.reuters.com/article/2014/08/21/us-ebay-divestiture-idUSKBN0GL1LY20140821?feedType=RSS&feedName=technologyNews

Commodities

  1. Lanxess chief warns it must turn round or become takeover target; “But at the end of the day one recipe to remain independent is to make your company stronger, more profitable, more successful.”

http://www.ft.com/intl/cms/s/0/2d4293d0-212f-11e4-b96e-00144feabdc0.html#axzz3Aev2BZOm

Filed under Daily Insight

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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