Morning Bamboo Insight: 27 Sep 2014

Morning Bamboo Insight: 27 Sep 2014


  1. Goldilocks nationalism: The size and homogeneity of a country’s population has a big bearing on its economic policies

  1. The future of banking: You’re boring. Get used to it; Big banks have changed a lot, but there is more restructuring to come

Asia Pacific

  1. (China) – China’s communist party expels senior internet regulator for graft

  1. (India) – India’s economy: Reform à la Modi; The new government’s modest policies will not bring back 9% growth

  1. (China) – Investing in Chinese shares: Rickety rails; A new tie-up opens Shanghai’s stockmarket to foreigners

  1. (Japan) – Gambling in Japan: Legal gambling and changing tastes threaten the huge pachinko business

  1. (Korea) – Taxing corporate cash: A tempting target; South Korea’s government tries to get firms to spend their accumulated riches

  1. (India) – India in space: MOMs are from Mars; A giant step for national pride

  1. (India) – India’s ruling party: Floating high; The ruling Bharatiya Janata Party eyes a new round of electoral gains

  1. (Asia) – Corporate saving in Asia: A $2.5 trillion problem; Japanese and South Korean firms are the world’s biggest cash-hoarders. This hurts their economies

  1. (China) – China’s water crisis: Grand new canals; Vast new waterways will not solve China’s desperate water shortages

  1. (Korea) – South Korea embezzlement probe of Kumho Asiana highlights governance woes

  1. (China) – Shaolin Temple kicks out at administration over ticket revenue


  1. The Show-Off Society; Has there been an explosion of elite ostentation? If so, does it reflect moral decline, or a change in circumstances?

  1. The arduous work of imposing order is critical to success in any realm, from the international state system to one’s own mind

  1. Scrambled signals: Did financial journalists fail to spot the crisis?

  1. The look of a leader: Getting to the top is as much to do with how you look as what you achieve

  1. Human evolution: Fireside tales; The invention of fire may explain the preference for evening entertainment

  1. Scientific publishing: Changes that will bring scientific discovery more freely into the public domain are happening. About time too

  1. A Billionaire Facebook Co-Founder’s Guide To Becoming An Awesome Entrepreneur

  1. How Tory Burch Built A $3.5 Billion Company In Less Than A Decade

  1. How to market brand Beyoncé; The R&B megastar is fond of risky commercial decisions

  1. China: Restaurant ‘sold opium-laced noodles’ in an apparent effort to keep customers coming back


  1. Decrypting Google: Don’t be modest; The search giant shares some of its business methods

  1. Oracle’s boss resigns: Transition, not succession; Larry Ellison’s job swap is only the start of a big transition at the firm he founded

  1. US media mergers have dried up but Univision may be on the cards

  1. Peter Thiel: Robots are our saviours, not the enemy; The alternative is a world in which wages fall and prices rise

  1. (China/Tech) – E-commerce supply chain platform CCIG Mall brings Italian products to China




  1. (Healthcare/Tech) – Market for Online Sales of Prescription Drugs Grows in Fits and Starts

Investing Process

  1. The Securities and Exchange Commission has charged a Silicon Valley software company and two former executives in an accounting fraud where timesheets were falsified to hit quarterly financial targets.




  1. Oil majors’ R&D into conventional and renewable energy at risk; The companies that own the world’s most powerful supercomputers for commercial use are not in the information technology industry, neither in biotech nor even finance.


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 (, 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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