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Evening Bamboo Insight: 18 Sep 2014

Evening Bamboo Insight: 18 Sep 2014

Macro

  1. US warns of further insider trading charges

http://www.ft.com/intl/cms/s/0/1ac65c00-3ead-11e4-adef-00144feabdc0.html#axzz3Ddz1FK5T

  1. Calpers gives up on the hedge fund dream; A $300bn pension fund cannot make these investments pay

http://www.ft.com/intl/cms/s/0/32537b84-3d8e-11e4-8797-00144feabdc0.html#axzz3Ddz1FK5T

  1. Why Germans pay cash for almost everything

http://qz.com/262595/why-germans-pay-cash-for-almost-everything/

  1. A case of buyer’s remorse? What went wrong at U.S. Steel Canada

http://business.financialpost.com/2014/09/17/us-steel-canada-stelco/

Asia Pacific

  1. (Taiwan) – Taiwan’s GreTai exchange to explore links with Hong Kong, Shanghai

http://www.chinapost.com.tw/print/417489.htm

  1. (Korea) – Both POSCO and KT implemented big bath accounting to drive down shares to the lowest level before and after the new CEOs took office while enhancing financial structure through aggressive restructuring plans

http://news.mk.co.kr/english/newsRead.php?sc=30800016&cm=Finance&year=2014&no=1211290&selFlag=sc&relatedcode=&wonNo=&sID=308

  1. (Japan) – SoftBank’s Son dethrones Uniqlo’s Yanai as Japan’s richest person

http://www.japantimes.co.jp/news/2014/09/17/business/corporate-business/softbanks-son-dethrones-uniqlos-yanai-as-japans-richest-person/#.VBp0m_mSyCk

  1. (Japan) – Sony says it won’t pay a dividend this year for the first time since it listed on the Tokyo Stock Exchange in 1958

http://www.ft.com/intl/cms/s/0/b1fc9c88-3e35-11e4-b7fc-00144feabdc0.html#axzz3Ddz1FK5T

  1. (India) – India Inc’s Fund-Finding Mission; A brightened market sentiment and the need to deleverage are driving corporates to use tools such as QIPs to raise funds; this buoyancy is also beginning to show in the slow but sure revival of IPOs

http://forbesindia.com/printcontent/38629

  1. (Spore) – The new Creative Productivity Index ranks Laos one spot in front of Singapore

http://www.businesstimes.com.sg/premium/editorial-opinion/editorial/provocative-prod-singapore-20140918

  1. (Spore) – SGX details plans for minimum share price

http://www.businesstimes.com.sg/premium/top-stories/sgx-details-plans-minimum-share-price-20140918

  1. (China) – China Hunger Inspires Fortescue’s Forrest to Bet on Beef; Andrew ‘Twiggy’ Forrest to Sell Beef to China as Iron-Ore Prices Remain Low

http://online.wsj.com/articles/china-hunger-inspires-fortescues-forrest-to-bet-on-beef-1410929560

  1. (Japan) – Sony Turnaround Effort Falters, Expects $2.15 Billion Yearly Loss; Company to Cut Jobs at Mobile Unit, Whose Struggles Led to Impairment Charge

http://online.wsj.com/articles/sony-net-loss-forecast-raised-higher-for-current-fiscal-year-1410935006?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10772401218227423777504580159213330112660.html

  1. (Philippines) – Philippines Power Crisis: The Battle to Keep the Lights On; The Philippines Faces an Electricity Shortage as the Grid Struggles to Keep Up With Growth

http://online.wsj.com/articles/philippines-power-crisis-the-battle-to-keep-the-lights-on-1410989402?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10772401218227423777504580159311522668440.html

Life

  1. Your Kindness Is Good for You; Why we could all use a little more self-examination

http://www.psmag.com/navigation/health-and-behavior/kindness-good-76846/

  1. The Work Required To Have An Opinion

http://www.farnamstreetblog.com/2013/04/the-work-required-to-have-an-opinion/

  1. Hesitate! Quick decision-making might seem bold, but the agony of indecision is your brain’s way of making a better choice

http://aeon.co/magazine/psychology/indecision-is-sometimes-the-best-way-to-decide/

  1. Reading: The Struggle

http://www.nybooks.com/blogs/nyrblog/2014/jun/10/reading-struggle/?printpage=true

  1. The Time Suck of Collaboration

http://www.farnamstreetblog.com/2014/09/the-time-suck-of-collaboration/

  1. The Power of Noticing: What the Best Leaders See

http://www.amazon.com/exec/obidos/ASIN/147670029X

http://www.farnamstreetblog.com/2014/09/the-power-of-noticing-max-bazerman/

  1. Artificial sweeteners: Saccharin solution? Sugar substitutes may mess with gut bacteria-causing obesity in the process

http://www.economist.com/news/science-and-technology/21613311-sugar-substitutes-may-mess-gut-bacteriacausing-obesity

  1. 12 Quotes That Take You Inside The Mind Of Billionaire Mavs Owner Mark Cuban

http://www.businessinsider.sg/mark-cuban-quotes-2014-9/#.VBqAc_mSyCk

  1. This 8-Year-Old Makes $1.3 Million A Year By Posting YouTube Videos

http://www.businessinsider.sg/who-is-evantubehd-2014-9/#.VBp-SPmSyCk

  1. The Chief Innovation Officer’s 100-Day Plan

http://blogs.hbr.org/2014/09/the-chief-innovation-officers-100-day-plan/

TMT

  1. Peter Thiel: Yahoo And HP Are Not Technology Companies Anymore

http://www.businessinsider.sg/peter-thiel-yahoo-hp-not-tech-firms-2014-9/#.VBp___mSyCk

  1. Tim Cook Ripped Apart Google’s Business Model In Two Paragraphs

http://www.businessinsider.sg/tim-cook-privacy-letter-2014-9/#.VBp_dvmSyCk

  1. SanDisk looks to grow its commerical business

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2995007&cloc=joongangdaily|home|newslist2

  1. (China/Tech) – Tencent: The Alibaba That’s Already Listed

http://www.forbes.com/sites/chriswright/2014/09/16/tencent-the-alibaba-thats-already-listed/print/

  1. (Taiwan/Tech) – Trickle of Taiwan Tech Income From The iPhone 6

http://www.forbes.com/sites/ralphjennings/2014/09/17/trickle-of-taiwan-tech-income-from-the-iphone-6/print/

  1. Creating an Online Marketplace for Tutors and Students

http://www.forbes.com/sites/brucerogers/2014/09/17/creating-an-online-marketplace-for-tutors-and-students/print/

  1. (Tech/China/India) – Alibaba in talks with Snapdeal to enter India

http://in.reuters.com/article/2014/09/18/snapdeal-alibaba-idINKBN0HD0AQ20140918

  1. Robots Work Their Way Into Small Factories; For as Little $20,000, Machines Handle the Tedious-With No Lunch Breaks; ‘Fred, Hand Me That Wrench’

http://online.wsj.com/articles/robots-work-their-way-into-small-factories-1410979100

Consumer

 

Healthcare

  1. (China/Healthcare) – China Just Gave Foreign Pharmacy Retailers A Big Green Light

http://www.forbes.com/sites/benjaminshobert/2014/09/17/china-just-gave-foreign-pharmacy-retailers-a-big-green-light/print/

Investing Process

  1. Is Warren Buffett’s Commentary on Accounting, Governance and Investing Practices Reflected in the Investment Decisions and Subsequent Influence of Berkshire Hathaway?

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2472125

  1. The Mysterious Factor ‘P’: Charlie Munger, Robert Novy-Marx And The Profitability Factor

http://www.forbes.com/sites/phildemuth/2013/06/27/the-mysterious-factor-p-charlie-munger-robert-novy-marx-and-the-profitability-factor/print/

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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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