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Evening Bamboo Insight: 25 Sep 2014

Evening Bamboo Insight: 25 Sep 2014

Macro

  1. Aircraft lessors wary as new rivals crowd into aviation

http://www.reuters.com/article/2014/09/24/us-airlines-financing-idUSKCN0HJ06R20140924?feedType=RSS&feedName=businessNews

  1. Let there be bubbles! Declining capex may be a key aspect of secular decline, which began in advanced economies and is now spreading to emerging markets

http://ftalphaville.ft.com/2014/09/23/1980442/let-there-be-bubbles/

  1. Latin American brands gain ground on global names

http://www.ft.com/intl/cms/s/0/94296020-1eef-11e4-9d7d-00144feabdc0.html#axzz3EE4l5liN

  1. Low-cost airlines face a bumpier ride on long-haul routes; It will be hard to replicate short-haul success on longer routes, even though barriers have fallen

http://www.ft.com/intl/cms/s/2/31a382d4-f6f2-11e3-8ed6-00144feabdc0.html#axzz3EE29cMPA

  1. Hamburg: Germany’s start-up alternative to Berlin

http://www.ft.com/intl/cms/s/0/46b99722-424b-11e4-9818-00144feabdc0.html#axzz3EE29cMPA

  1. Wanted: real reforms to sustain growth in emerging markets

http://www.ft.com/intl/cms/s/0/5ab958e4-3fe8-11e4-a381-00144feabdc0.html#axzz3EDzjBsMZ

  1. Germany’s Economic Mirage

http://www.project-syndicate.org/print/philippe-legrain-pokes-large-holes-in-the-myth-of-german-success

Asia Pacific

  1. (Korea) – Crisis time at Hyundai Heavy

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2995275

  1. (Korea) – South Korea regulator appeals for private equity investment

http://www.ft.com/intl/cms/s/0/ebf5ccac-3e3a-11e4-b7fc-00144feabdc0.html#axzz3EE29cMPA

  1. (Isia) – Indonesia looks to retail investors of the future

http://www.ft.com/intl/cms/s/0/1df5c6ae-430d-11e4-9a58-00144feabdc0.html#axzz3EDzjBsMZ

  1. (Australia) – Australia’s 8th richest person Harry Triguboff is now its biggest builder

http://www.brw.com.au/p/business/australia_builder_richest_person_1NjblDzo5cESqIbl8WGRPM

  1. (China) – China’s Search For Technology, Returns Leads To Growing VC Investment In Israel

http://www.forbes.com/sites/russellflannery/2014/09/23/chinas-search-for-technology-returns-leads-to-growing-vc-investment-in-israel/print/

  1. (India) – What India Could Learn from Alibaba

http://www.forbes.com/sites/anaswanson/2014/09/23/what-india-could-learn-from-alibaba/print/

  1. (Korea) – In the name of ‘gwanchi’ or government control on banks and nonbank financial institutions. Gwanchi has been too deeply-entrenched to be eliminated in the banking sector

http://www.koreatimes.co.kr/www/news/opinon/2014/09/164_165152.html

  1. (HK) – Hong Kong’s de facto central bank warned yesterday that the city’s lenders might face “very high” risks from rising interest rates, which will threaten to drain liquidity at a time when banks have heavy loan commitments.

http://www.thestandard.com.hk/news_detail.asp?we_cat=2&art_id=149790&sid=43040218&con_type=1&d_str=20140924&fc=4

  1. (Korea) – CJ vice president quits after being indicted on tax evasion charges

http://www.koreatimes.co.kr/www/news/biz/2014/09/123_165085.html

  1. (Spore) – SGX must overcome market’s cynicism and skepticism

http://www.businesstimes.com.sg/premium/companies/others/sgx-must-overcome-markets-cynicism-and-scepticism-20140924

Life

  1. 5 Ways to Stay Motivated Even When You Really, Really Don’t Want To

http://www.fastcompany.com/3036120/hit-the-ground-running/5-non-bs-ways-to-find-your-lost-motivation

  1. Terminate The Terminator: Hack Your Emotional Intelligence And Control Your Future

http://www.forbes.com/sites/ericschiffer/2014/09/15/terminate-the-terminator-hack-your-emotional-intelligence-and-control-your-future/print/

  1. Measure for Measure: When Quantitative Meets Qualitative; Leadership, collaboration and trust are soft measures that translate into ‘hard’ results

http://forbesindia.com/printcontent/38635

  1. OCBC CEO: The evolving role of a bank CEO; Under ‘New Normal’ operating environment, CEOs need new attributes as they have to deal with many more areas

http://www.businesstimes.com.sg/premium/editorial-opinion/opinion/evolving-role-bank-ceo-20140924

http://www.businesstimes.com.sg/premium/top-stories/bank-ceos-have-juggle-smart-says-ocbc-chief-20140924

TMT

  1. (China/Tech) – CHART OF THE DAY: People Spend Over $9,000 On Alibaba Every Second?

http://www.businessinsider.sg/chart-of-the-day-people-spend-over-9000-on-alibaba-every-second-2014-9/#.VCKbkfmSyCk

  1. Tech bubble or no tech bubble?

http://ftalphaville.ft.com/2014/09/24/1979322/tech-bubble-or-no-tech-bubble/

  1. (India/Tech) – Yahoo acquires Bangalore startup, sparking excitement all around

http://qz.com/269199/yahoo-said-to-have-acquired-bangalore-startup-sparking-excitement-all-around/

  1. Africa’s MTN reinvents itself via music; Mobile operator seeks to transform itself into content provider

http://www.ft.com/cms/s/0/8ccde890-3e4e-11e4-a620-00144feabdc0.html#axzz3EE4l5liN

  1. Arm launches latest chip to power the internet of things

http://www.ft.com/intl/cms/s/0/46b08ff2-4321-11e4-8a43-00144feabdc0.html#axzz3EE29cMPA

  1. (China/Tech) – WPP partners with Chinese ecommerce company Polestar

http://www.ft.com/intl/cms/s/0/55f7fec8-4312-11e4-8a43-00144feabdc0.html#axzz3EDzjBsMZ

  1. (Spore/Tech) – Will KungfuMath help Singaporean students love the subject?

http://e27.co/will-kungfumath-help-singaporean-students-love-the-subject-20140924/

  1. Several websites and apps are transforming the way that players and coaches practice, scout other teams and analyze their own performance.

http://www.nytimes.com/2014/09/24/technology/high-school-football-gets-its-own-technological-revolution.html?ref=technology

  1. Where Profit Margins Are Hefty, Online Upstarts Muscle In

http://www.nytimes.com/2014/09/24/technology/24shave.html?ref=business&_r=0

  1. (China/Tech) – 3D printing making inroads in China

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140924000095&cid=1204

Consumer

  1. Tesco’s board is seriously lacking in retail experience; General business skills are not nearly enough

http://www.ft.com/cms/s/0/2c0f73a2-4245-11e4-9818-00144feabdc0.html#axzz3EE29cMPA

http://www.ft.com/intl/cms/s/0/42403074-3fe0-11e4-a381-00144feabdc0.html#axzz3EDzjBsMZ

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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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