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Morning Bamboo Insight: 26 Sep 2014

Morning Bamboo Insight: 26 Sep 2014

Macro

  1. Former GM Product Czar Says Tesla Is ‘Grossly Overvalued’

http://www.businessinsider.sg/former-gm-product-czar-bob-lutz-says-tesla-is-grossly-overvalued-2014-9/#.VCO5xvmSyCk

  1. Property: Land of opportunity; To its advocates, land value tax has almost magical powers. Has its moment finally come?

http://www.ft.com/intl/cms/s/0/c92e084a-4300-11e4-8a43-00144feabdc0.html#axzz3EIwi0OhO

  1. We have to hope smart beta is not another example of dumb alpha

http://www.ft.com/intl/cms/s/2/e1ed6bd6-382a-11e4-a687-00144feabdc0.html#axzz3EIwi0OhO

  1. After nearly a decade, the NYFSE’s comeback is finally complete. (Suck it, NASDAQ)

http://pando.com/2014/09/23/after-nearly-a-decade-the-nyfses-come-back-is-finally-complete-suck-it-nasdaq/

  1. 2 & 20 is Dead – 1 & 15 is on the Way Out in Hedge Funds..

http://pragcap.com/2-20-is-dead-1-15-is-on-the-way-out

Asia Pacific

  1. (Viet) – Vietnam Growth Worst Since 1980s Seen on Credit Crunch: Economy

http://www.bloomberg.com/news/print/2014-09-24/vietnam-growth-worst-since-1980s-opening-as-credit-crunch-hits.html

  1. (Korea) – Korea’s Wealth Fund Doubling Staff to Pick Buffett-Style Stocks

http://www.bloomberg.com/news/print/2014-09-25/korea-s-wealth-fund-doubling-staff-to-pick-buffett-style-stocks.html

  1. (India) – Sugar Turns Bitter for India Mills as Losses Increase

http://www.bloomberg.com/news/print/2014-09-24/sugar-turns-bitter-for-india-mills-as-losses-increase.html

  1. (Japan) – Yen Befuddles as Kuroda-Inspired Selloff Accelerates: Currencies

http://www.bloomberg.com/news/print/2014-09-24/yen-befuddles-as-kuroda-inspired-selloff-accelerates-currencies.html

  1. (China) – China Watchdog Finds $10 Billion in Fake Currency Trade

http://www.bloomberg.com/news/print/2014-09-25/china-foreign-exchange-watchdog-finds-10-billion-in-fake-trade.html

  1. (India) – India Supreme Court confirms cancellation of coal licences

http://www.ft.com/intl/cms/s/0/c96d9e30-43d0-11e4-8abd-00144feabdc0.html#axzz3EJ1IMQtF

http://online.wsj.com/articles/indias-supreme-court-cancels-most-coal-licenses-given-since-1993-1411552912

  1. (Asia) – Corporate policing in Asia has improved even as companies’ own governance has slowed, according to a study that names Japan as the most-improved market while South Korean groups’ standards have deteriorated.

http://www.ft.com/intl/cms/s/0/f70e3366-4459-11e4-baa7-00144feabdc0.html#axzz3EJ1IMQtF

  1. (Isia) – Widodo seeks to pin old Jakarta on to the tourist map

http://www.ft.com/intl/cms/s/0/674c56d2-3cc9-11e4-9733-00144feabdc0.html#slide0

  1. (Asia) – Corruption is messy for business in Asia; Managers have to figure out how to avoid paying bribes – or how to pay without being caught

http://www.ft.com/intl/cms/s/0/598aa4dc-426d-11e4-9818-00144feabdc0.html#axzz3EIwi0OhO

  1. (India) – These numbers capture India’s historic and incredibly frugal Mars mission

http://qz.com/270270/these-numbers-capture-indias-historic-and-incredibly-frugal-mars-mission/

Life

  1. Trust Me, Trust Me Not; when to – when not to – believe what others say from The Power of Noticing by Max Bazerman

http://www.strategy-business.com/article/ac00063?gko=efb9e&cid=BL20140925&utm_campaign=BL20140925

  1. How Uber CEO Travis Kalanick Went From A Startup Failure To One Of The Hottest Names In Silicon Valley

http://www.businessinsider.sg/uber-ceo-travis-kalanicks-success-story-2014-9/#.VCO6pvmSyCk

  1. 26 Quotes On Getting Ahead From The World’s Hottest CEOs

http://www.businessinsider.sg/quotes-on-getting-ahead-from-hottest-ceos-2014-9/#.VCO6l_mSyCk

  1. 12 Teddy Roosevelt Quotes On Courage, Leadership, And Success

http://www.businessinsider.sg/teddy-roosevelt-quotes-2014-9/#.VCO6WPmSyCk

  1. Shortlist unveiled for FT and McKinsey Business Book of the Year

http://www.ft.com/intl/cms/s/0/f8009f8e-43ff-11e4-8abd-00144feabdc0.html#axzz3EJ1IMQtF

  1. Review: ‘Leading The Life You Want’ by Stew Friedman

http://www.ft.com/intl/cms/s/0/7017ab04-429b-11e4-9818-00144feabdc0.html#axzz3EIwi0OhO

  1. The Intuitive Investor: Non-Attachment Is the Key Intuition Skill

http://blogs.cfainstitute.org/investor/2014/09/24/the-intuitive-investor-non-attachment-is-the-key-intuition-skill/

TMT

  1. (China/Tech) – Shorting Alibaba Costs 7% to Borrow Shares After IPO

http://www.bloomberg.com/news/print/2014-09-24/shorting-alibaba-costs-7-to-borrow-shares-after-ipo.html

  1. Apple’s Manufacturing Costs Reveal The Profits It Will Make On iPhone 6; You’re paying a whole lot more for iPhone 6 Plus even though it doesn’t cost Apple that much more to make it

http://www.businessinsider.sg/analysis-iphone-6-plus-costs-prices-and-profits-2014-9/#.VCO7vvmSyCk

  1. Here Are The Next Three Industries Apple Is Likely To Reinvent

http://www.businessinsider.sg/three-products-apple-is-likely-to-make-2014-9/#.VCO7QPmSyCk

  1. The Guy Who Turned Down $500 Million For His Startup Just Landed $1 Billion Valuation; Qualtrics lets companies perform sophisticated employee and customer surveys in the cloud

http://www.businessinsider.sg/qualtrics-becomes-1-billion-business-2014-9/#.VCO5V_mSyCk

  1. Rocket Internet: red glare; Lots of good things, and nothing but losses

http://www.ft.com/intl/cms/s/3/80bab180-438c-11e4-be3f-00144feabdc0.html#axzz3EJ1IMQtF

  1. MailOnline and the next page for the ‘sidebar of shame’; Martin Clarke has made the MailOnline site a traffic magnet

http://www.ft.com/intl/cms/s/0/cf2e53d2-425e-11e4-a9f4-00144feabdc0.html#axzz3EIwi0OhO

  1. (Isia/Tech) – Indonesia’s Telkom set to build 20 “Digital Valleys”

http://e27.co/indonesias-telkom-set-to-build-20-digital-valleys-20140919-2/

Consumer

  1. (Japan/Consumer) – Domino’s Revamps Pizza Menus to Win Japan’s Working Women

http://www.bloomberg.com/news/print/2014-09-24/domino-s-revamps-pizza-menus-to-win-japan-s-working-women.html

  1. (Consumer) – Tesco May Be Cut to Junk on Overstated Profit Forecast, S&P Says

http://www.bloomberg.com/news/print/2014-09-24/tesco-may-be-cut-to-junk-on-overstated-profit-forecast-s-p-says.html

  1. (Consumer/Japan) – 12 Reasons Why Eating At KFC Japan Is Completely Different Than It Is In The US

http://www.businessinsider.sg/kfc-japan-vs-america-2014-9/#.VCO6E_mSyCk

  1. United Biscuits shortlists potential buyers including Kellogg’s

http://www.ft.com/intl/cms/s/0/822c9be0-440a-11e4-baa7-00144feabdc0.html#axzz3EJ1IMQtF

 

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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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