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Morning Bamboo Insight: 3 Sep 2014

Morning Bamboo Insight: 3 Sep 2014

Macro

  1. Sino-Forest tribunal will put fraud allegations – and the OSC’s reputation – to the test

http://business.financialpost.com/2014/09/01/sino-forest-tribunal-will-put-fraud-allegations-and-the-oscs-reputation-to-the-test/

Asia Pacific

  1. (China) – World’s largest duty-free shop opens in China’s Sanya

http://news.xinhuanet.com/english/china/2014-09/01/c_133612221.htm

  1. (Korea) – Samsung Group merges affiliates: Heavy industries arm absorbs engineering in latest restructuring

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2994384

  1. (Australia) – Meet the new breed of Aussie manufacturers exporting to the world

http://www.brw.com.au/p/entrepreneurs/meet_the_new_breed_world_aussie_xNYJduWT8OdMpBiDGejLEN

  1. (Korea) – Korean conglomerates decrease the trend of merging together

http://www.koreatimes.co.kr/www/news/biz/2014/09/488_163985.html

  1. (Msia) – 1998’s tough moves by KL vindicated; Minister says they also enabled M’sia to go through 2007 crisis unscathed

http://www.nst.com.my/node/28644

  1. (Japan) – New GPIF investment manager drawn to cheap Japan mid-caps

http://www.reuters.com/article/2014/09/01/us-japan-funding-strategy-idUSKBN0GV0XT20140901

  1. (Taiwan) – Taiwan’s first budget airline set for maiden flight

http://www.channelnewsasia.com/news/business/taiwan-s-first-budget/1340436.html

  1. (Myanmar) – Myanmar city U-turns amid outcry over secret $8 bln housing deal

http://www.reuters.com/article/2014/09/01/myanmar-construction-idUSL3N0R22HL20140901

  1. (Asean) – Banking on the AEC

http://www.thejakartaglobe.com/opinion/banking-aec/

  1. (Isia) – Indonesia plays winning hand with global miners: Russell

http://www.reuters.com/article/2014/09/01/column-russell-indonesia-mining-idUSL3N0R21RO20140901

  1. (India/Japan) – Indian PM Modi’s Foolish Crush on All Things Japanese

http://www.thejakartaglobe.com/opinion/indian-pm-modis-foolish-crush-things-japanese/

  1. (India/Japan) – India, Japan Will Shape 21st Century: Modi

http://www.thejakartaglobe.com/international/india-japan-will-shape-21st-century-modi/

Life

  1. To be more productive at work, put a plant on your desk; Plants in offices increase happiness and productivity; Study suggests that minimalist offices produce miserable employees because ‘sometimes less is just less’

http://qz.com/258481/to-be-more-productive-at-work-put-a-plant-on-your-desk/

http://www.theguardian.com/money/2014/aug/31/plants-offices-workers-productive-minimalist-employees

  1. Yves Carcelle, the charismatic executive who transformed Louis Vuitton from a staid French maker of handbags and travel trunks into one of the world’s most recognizable luxury brands, died on Sunday in Paris. He was 66.

http://www.nytimes.com/2014/09/02/business/international/yves-carcelle-executive-who-made-louis-vuitton-a-status-symbol-dies-at-66.html?ref=business

  1. The No. 1 Reason Leaders Fall Short: Ego

http://www.forbes.com/sites/brucekasanoff/2014/08/27/the-1-reason-leaders-fall-short-ego/print/

  1. Culture Of Courage: Creating A Culture That Breeds Bravery

http://www.forbes.com/sites/margiewarrell/2014/08/31/building-brave-people/print/

  1. Boone Reborn: Rediscovering life at 85; At 85, T Boone Pickens has discovered a powerful source of energy: His own. He’s got a new love, a new natural gas empire and a continuing mission to change the world. All he needs now is time

http://forbesindia.com/printcontent/38533

  1. The Rise And Fall of Financial Technologies’ Jignesh Shah; The 47-year-old entrepreneur, who had taken on institutional forces such as the National Stock Exchange with his commodity exchanges, became a victim of his own break-neck ambition

http://forbesindia.com/printcontent/38535

  1. 9 Habits That Lead to Terrible Decisions

http://blogs.hbr.org/2014/09/9-habits-that-lead-to-terrible-decisions/

  1. Obama’s Cool Head in Crisis – Asset or Growing Liability?

http://www.thejakartaglobe.com/international/obamas-cool-head-crisis-asset-growing-liability/

TMT

  1. Brainy, Yes, but Far From Handy; Robots still lack a critical element that will keep them from eclipsing most human capabilities anytime soon: a well-developed sense of touch

http://www.nytimes.com/2014/09/02/science/robot-touch.html?ref=business&_r=0

  1. Synaptics Has the Right Touch; With technology for fingerprint identification and touchscreens, chip maker Synaptics is in the sweet spot for smartphones. The stock could leap by 35% or more.

http://online.barrons.com/news/articles/SB50001424127887323949604580113870140899254?mod=BOL_hp_mag

  1. Share a taxi with a stranger? Idea is catching in big cities

http://fortune.com/2014/09/01/share-a-taxi-with-a-stranger-idea-is-catching-in-big-cities/

Consumer

  1. Move over Amazon, HMV is getting people back in stores; The music retailer is on course to overtake Amazon as the UK’s biggest music and DVD retailer, just 18-months since its collapse. What’s behind the comeback?

http://www.theguardian.com/business/shortcuts/2014/sep/01/hmv-stores-overtake-amazon-uk-biggest-music-dvd-retailer

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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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