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Evening Bamboo Insight: 27 Aug 2014

Evening Bamboo Insight: 27 Aug 2014

Macro

  1. Big Four step up services to hedge funds; The Big Four global accountants are stepping up their services advising hedge funds as they seek to capitalise on a sector mired in increasingly complex and interlinked global regulation.

http://www.ft.com/intl/cms/s/0/42ed2476-1648-11e4-93ec-00144feabdc0.html#axzz3BODmuAqh

  1. Africa’s population: Can it survive such speedy growth? By the end of the century, almost half the world’s children may be African

http://www.economist.com/news/middle-east-and-africa/21613349-end-century-almost-half-worlds-children-may-be-african-can-it

  1. The Global Crackdown on Profit Shifting; CFOs of multinationals need to prepare by assessing how much their companies engage in profit shifting to cut their taxes

http://ww2.cfo.com/tax/2014/08/global-crackdown-profit-shifting

  1. France thrown into political turmoil after government dissolved

http://www.theguardian.com/world/2014/aug/25/french-government-resigns-francois-hollande-manuel-valls

  1. CBOE One Heck of Moat, Is Valuation Reasonable?

http://www.valuewalk.com/2014/08/cboe-moat-valuation/

Asia Pacific

  1. (Isia) – Indonesian bank BRI takes microcredit on the road; In West Java ‘mobile banking’ means a van or boat

http://www.ft.com/cms/s/0/cac10dd4-26f8-11e4-a46a-00144feabdc0.html#axzz3BODmuAqh

  1. (China) – Property bubble is ‘major risk to China’

http://www.ft.com/intl/cms/s/0/42ed2476-1648-11e4-93ec-00144feabdc0.html#axzz3BODmuAqh

  1. (Korea) – South Korea’s fertility rate is so low that the country’s population could go the way of the dinosaurs by 2750, according to a new simulation commissioned by the National Assembly in Seoul

http://blogs.wsj.com/korearealtime/2014/08/25/south-korea-to-go-extinct-by-2750/

  1. (Thai) – Thai Coup Leader Becomes Prime Minister; Gen. Prayuth Chan-ocha Says He Will Choose Cabinet in September

http://online.wsj.com/articles/thai-coup-leader-becomes-prime-minister-1408947091

  1. (China) – Down and out in rural China: Many teenagers in the Chinese countryside do not finish secondary school. That bodes ill for the labour force

http://www.economist.com/news/china/21613293-many-teenagers-chinese-countryside-do-not-finish-secondary-school-bodes-ill

  1. (China) – Literacy: Bad characters; Some Chinese forget how to write

http://www.economist.com/news/china/21613300-some-chinese-forget-how-write-bad-characters

  1. (China) – German car parts suppliers asked to form JVs in China: Stuttgarter

http://www.reuters.com/article/2014/08/25/us-autos-china-partnership-idUSKBN0GP0LV20140825

  1. (China) – Changing Corporate Culture Is Hard. Here’s How Lenovo Did It

http://blogs.wsj.com/atwork/2014/08/25/changing-corporate-culture-is-hard-heres-how-lenovo-did-it/

  1. (India) – All Coal-Mining Rights Issued in India Since 1993 Are Ruled Illegal; Supreme Court Decision Injects Uncertainty in Coal Supply for Power Plants, Steelmakers

http://online.wsj.com/articles/india-court-rules-all-coal-mining-rights-since-1993-illegal-1408964180

  1. (Isia) – A Daunting Agenda for Jokowi; Fuel subsidies, resource nationalism and underdeveloped manufacturing are just a few of the challenges facing the novice president.

http://online.wsj.com/articles/karen-brooks-a-daunting-agenda-for-jokowi-1408986218

  1. (Asia) – Strong leaders in a fragile Asia

http://www.todayonline.com/print/765896

Life

  1. FT interview with Andrew Forrest, the founder of Fortescue Metals Group

http://www.ft.com/intl/cms/s/0/24bae83a-17d8-11e4-a82d-00144feabdc0.html#axzz3BOAD4xv4

  1. Science confirms it: If you want to succeed, you have to screw up

http://www.fastcocreate.com/3034761/science-confirms-it-if-you-want-to-succeed-you-have-to-screw-up

  1. 3 reasons you should let yourself get distracted

http://www.fastcompany.com/3034707/the-future-of-work/3-reasons-you-should-let-yourself-get-distracted

  1. Quote of the week: Don’t change who you are

http://www.fastcompany.com/3034740/quote-of-the-week-dont-change-who-you-are

  1. MIT Study Shows People Would Rather Take Orders From A Robot Than Their Bossk

http://www.businessinsider.sg/robots-as-bosses-2014-8/#.U_tPOvmSxqU

  1. A Successful VC Reveals The Big Secret Behind Becoming A Great Investor: “Intellectual curiosity”

http://www.businessinsider.sg/blake-bartlett-advice-for-becoming-a-great-vc-2014-8/#.U_tPk_mSxqU

  1. How does Zillow’s CEO manage? By learning; At the real estate information site Zillow, leadership starts by saying “I don’t know”-then doggedly seeking out an answer

http://fortune.com/2014/08/25/zillow-management-social-media/

  1. Do Buffett’s Compliance Lapses Show Management Flaws?

http://ww2.cfo.com/regulation/2014/08/buffetts-compliance-lapses-show-management-flaws/

  1. ‘Out of Africa’ theory of human evolution under fire

http://www.theage.com.au/national/education/out-of-africa-theory-of-human-evolution-under-fire-20140822-106o5e.html

  1. Piketty’s Errors Mirror Marx’s in his search for a grand theory to explain inequality and predict the future

http://blogs.wsj.com/economics/2014/08/25/pikettys-errors-mirror-marxs-paper-finds/

  1. Good to Great: The Stockdale Paradox and Value Investing

http://brooklyninvestor.blogspot.sg/2014/08/good-to-great-stockdale-paradox.html

  1. Wayne Brody On Misplaced Values and How To Spot A Compliant Culture

http://blogs.wsj.com/riskandcompliance/2014/08/25/wayne-brody-on-misplaced-values-and-how-to-spot-a-compliant-culture/

  1. The ‘Recombinant’ Nature of Digital Innovations

http://blogs.wsj.com/cio/2014/08/22/the-recombinant-nature-of-digital-innovations/

TMT

  1. European media bet on tech start-ups

http://www.ft.com/intl/cms/s/0/4e8abfa0-2958-11e4-8b81-00144feabdc0.html#axzz3BODmuAqh

  1. 7 Creative Elements of Successful Online Ads: Call to action

http://www.businessinsider.sg/7-creative-elements-successful-online-ads/#.U_ryi_mSxqU

  1. (China/Tech) – Coolpad Abandons Gold Phone Casing Amid China’s Anti-Graft Push

http://blogs.wsj.com/digits/2014/08/25/coolpad-abandons-gold-phone-casing-amid-chinas-anti-graft-push/

  1. (China/Tech) – Huawei Is Shaking Up the Smartphone Market; Richard Yu, head of Chinese firm’s consumer business group, talks about competing against Samsung and Apple

http://online.wsj.com/articles/huawei-is-shaking-up-the-smartphone-market-1408908924

  1. (India/Tech) – The next Alibaba may come from…India?

http://fortune.com/2014/08/25/the-next-alibaba-may-come-from-india/

  1. (China/Media) – China’s Movie Industry: All That Glitters Isn’t Gold

http://www.forbes.com/sites/ceibs/2014/08/24/chinas-movie-industry-all-that-glitters-isnt-gold/print/

Consumer

  1. (India/Consumer) – The rise and rise of Indian fashion; Indian designers are blending modern and traditional influences to woo a global market

http://www.ft.com/intl/cms/s/0/bf5221da-246f-11e4-ae78-00144feabdc0.html#axzz3BODmuAqh

Energy

  1. (China/Energy) – Sinopec Doesn’t Fill Investors’ Tanks

http://online.wsj.com/articles/sinopec-doesnt-fill-investors-tanksheard-on-the-street-1408966736

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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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