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Morning Bamboo Insight: 2 Sep 2014

Morning Bamboo Insight: 2 Sep 2014

Asia Pacific

  1. (Australia) – An Australian equipment hire specialist, owned by one family for six decades, has won the top gong at Family Business Australia’s annual conference.

http://www.campdenfb.com/article/australian-rental-company-wins-family-business-award

  1. (Asean) – Wage Wars Unravel Stitches Of Cambodia’s $5B Garment Sector

http://www.forbes.com/sites/meghabahree/2014/08/27/cambodias-garment-sector-is-getting-torn-between-poor-labor-and-unyielding-foreign-owners/print/

  1. (India) – New Breed Of Operators Disrupt India’s Dilapidated On-Demand City Cab Services

http://www.forbes.com/sites/saritharai/2014/08/28/new-breed-of-operators-disrupting-indias-dilapidated-on-demand-city-cab-services/print/

  1. (HK/Asia) – Debate on a universal pension highlights need for tax reform

http://www.scmp.com/print/comment/insight-opinion/article/1579597/debate-universal-pension-highlights-need-tax-reform

  1. (Thai) – No room for corruption: Thai PM

http://news.asiaone.com/print/news/asia/no-room-corruption-thai-pm

  1. (Spore) – Lights off on Singapore’s billionaire row as luxury house prices plunge

http://news.asiaone.com/print/news/business/lights-singapores-billionaire-row-luxury-house-prices-plunge-0

  1. (India) – With Modi as PM, it is India’s Time in the World

http://forbesindia.com/printcontent/38531

  1. (India) – Maharajas use their wealth to script positive tales

http://forbesindia.com/printcontent/38489

Life

  1. Seneca on Wisdom: “Wisdom is a right understanding, a faculty of discerning good from evil, what is to be chosen and what rejected; a judgment grounded upon the value of things, and not the common opinion of them.”

http://www.farnamstreetblog.com/2014/08/seneca-on-wisdom/

  1. John Keats on the Quality That Formed a Man of Achievement: Negative Capability, the willingness to embrace uncertainty, mysteries and doubts.

http://www.farnamstreetblog.com/2014/08/john-keats-quality-man-of-achievement-negative-capability/

  1. Intellectual acupuncture for business survival

http://business.asiaone.com/print/news/intellectual-acupuncture-business-survival

  1. Controversial MLM founder now a monk – for a while

http://news.asiaone.com/print/news/malaysia/controversial-mlm-founder-now-monk-while

  1. An expert at the quick flip cooking up a whopper deal: Burger King’s chief has displayed both self-belief and financial wizardry

http://www.ft.com/intl/cms/s/0/e60bdc76-2e10-11e4-b330-00144feabdc0.html#axzz3BqgihCHz

  1. Don’t Get Left Holding The Bag: It is a term that is slowly gaining credence in the investment community: stranded assets. Put simply, the expression refers to an asset that has become obsolete or has ceased to perform in your portfolio.

http://www.campdenfb.com/article/don-t-get-left-holding-bag-or-oil-can

  1. Stanford Professors Want To Teach You How To Scale Your Business Without Screwing It Up

http://techcrunch.com/2014/08/29/stanford-professors-want-to-teach-you-how-to-scale-your-business-without-screwing-it-up/

http://www.gsb.stanford.edu/exed/landing/mooc090814.html?utm_source=press&utm_medium=pr&utm_campaign=mooc090814&utm_content=

  1. Brewing An Empire: Rohan Marley On Building His Sustainable Coffee Brand

http://www.forbes.com/sites/kerryflynn/2014/08/29/brewing-an-empire-rohan-marley-on-building-his-sustainable-coffee-brand/print/

  1. Welcome to the real Lego land: rebuilding the brand brick by brick; The tiny Danish town of Billund is creative cornerstone to the famous toy firm. With a new visitor centre opening, CEO Jørgen Vig Knudstorp explains how Lego returned to its foundations

http://www.theguardian.com/lifeandstyle/2014/aug/29/welcome-to-real-lego-land-rebuilding-brand-brick-by-brick

TMT

  1. (China/Tech) – Baidu Disconnects from Its Plan to Join Gov’t Telecoms Pilot; Search giant never partnered with a member of Big Three to resell phone service as part of mobile virtual network operator experiment

http://english.caixin.com/2014-08-27/100721873.html

  1. (China/Tech) – The Once-beloved Microsoft Messenger to Finally Shut Down in Mainland China

http://technode.com/2014/08/29/microsoft-messenger-shut-down-in-mainland-china/

  1. (China/Tech) – China’s Coolpad Races To Sell More Smartphones For Less Online

http://www.forbes.com/sites/hengshao/2014/08/27/click-for-coolpad/print/

  1. (Taiwan/Tech) – The Government of Singapore Investment Corp (GIC) has invested US$104 million in the popular Taiwan-based music streaming service KKBOX Inc.

http://www.taipeitimes.com/News/biz/print/2014/08/29/2003598494

Consumer

  1. (Korea/Consumer) – Starbucks in Korea costs twice as much as US; Korean Starbucks have a higher operating cost because customers tend to stay and sit in the stores longer.

http://www.koreatimes.co.kr/www/news/nation/2014/08/511_163822.html

Investing Process

  1. The four delusions that cost VCs money

http://pando.com/2014/08/29/the-four-delusions-that-cost-vcs-money/

 

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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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