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Morning Bamboo Insight: 30 Sep 2014

Morning Bamboo Insight: 30 Sep 2014

Macro

  1. Economics needs to reflect a post-crisis world; The dismal science should be grounded in reality to stay relevant

http://www.ft.com/intl/cms/s/0/f9f65e88-44a3-11e4-ab0c-00144feabdc0.html#axzz3EUQLj0VS

  1. Investor groups urge nominee rethink

http://www.ft.com/intl/cms/s/0/3c6e8e3a-43db-11e4-baa7-00144feabdc0.html#axzz3EUQLj0VS

  1. Modern realities are increasing the discomfort of the comfortably off; The last time similarly privileged people felt such fear was a century ago

http://www.ft.com/intl/cms/s/0/74726658-4403-11e4-baa7-00144feabdc0.html#axzz3EUQLj0VS

  1. Testing times loom for emerging markets; Not all developing economies are ready for higher interest rates

http://www.ft.com/intl/cms/s/0/31cdf0be-4571-11e4-ab86-00144feabdc0.html#axzz3EUQLj0VS

Asia Pacific

  1. Analysis: Chinese Central Banker’s Departure Wouldn’t Necessarily Signal Policy Shift

http://blogs.wsj.com/economics/2014/09/24/analysis-chinese-central-bankers-departure-wouldnt-necessarily-signal-policy-shift/

  1. (China) – ETFs related to China’s A shares become hot targets

http://www.chinapost.com.tw/print/418210.htm

  1. (China) – From Zong Qinghou to Jack Ma, Zhejiang excels at the hard sell

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140927000074&cid=1102

  1. (Philippines) – Universal expects one-year delay in launch of $2 bln Manila casino-resort

http://www.reuters.com/article/2014/09/26/philippines-universal-ent-casino-idUSL3N0RR17Z20140926

  1. (Spore) – S’pore property outlook challenging until 2020: report

http://www.propertyguru.com.sg/property-management-news/2014/9/65493/s-pore-property-outlook-challenging-until-2020-rep

  1. (Spore) – Luck running out for Singapore’s two casinos?

http://news.asiaone.com/print/news/singapore/luck-running-out-singapores-two-casinos

  1. (Isia) – After nearly 12 years of uncertainty, the process of unification of state estate enterprises under one holding company has made a big step forward in Indonesia

http://www.thejakartapost.com/news/2014/09/27/other-opinions-the-long-awaited-restructuring.html

  1. (Msia) – Food trucks start to gain traction in the Klang Valley

http://www.thestar.com.my/Business/SME/2014/09/26/My-restaurant-has-a-handbrake-Food-trucks-start-to-gain-traction-in-the-Klang-Valley/?style=biz

  1. (China/HK) – China, Hong Kong Reveal New Rules on Stock Market Link; Stock Connect Program Will Allow Chinese Investors to Buy Hong Kong-Listed Stocks For First Time

http://online.wsj.com/articles/china-hong-kong-reveal-new-rules-on-stock-market-link-1411807815

  1. (Korea) – Jeju aims for high-tech future

http://business.asiaone.com/print/news/jeju-aims-high-tech-future

  1. Msia/Spore) – Iskandar launches hit by delays; Launches by Singapore property players in the Iskandar Malaysia development zone appear to have stalled amid a subdued market.

http://business.asiaone.com/print/news/iskandar-launches-hit-delays

 

Life

  1. Minority languages: Cookies, caches and cows; Translating technological terms throws up some peculiar challenges

http://www.economist.com/news/international/21620221-translating-technological-terms-throws-up-some-peculiar-challenges-cookies-caches-and-cows

  1. 7 Simple Ways To Expand Your Thinking And Find Original Ideas

http://www.businessinsider.sg/how-to-broaden-your-thinking-find-ideas-2014-9/#.VCZQ0_mSyCk

  1. Here’s What Google Teaches Employees In Its Course On Unconscious Bias

http://www.businessinsider.sg/google-course-on-unconscious-bias-2014-9/#.VCZP1fmSyCk

  1. 10 Must-Read Books On Happiness Summarized In One Sentence Each

http://www.businessinsider.sg/must-read-books-on-happiness-2014-9/#.VCZO-vmSyCk

  1. How Multitasking Reshapes Your Brain To Be Constantly Distracted

http://www.businessinsider.sg/multitasking-changes-your-brain-2014-9/#.VCZO4_mSyCk

  1. 如果孔子在今天

http://opinion.huanqiu.com/culture/2014-09/5153476.html

  1. The practice of practicing

http://blogs.telegraph.co.uk/culture/stephenhough/100070997/the-practice-of-practising/

  1. The secret world of the Dunkin’ Donuts franchise kings

http://www.bostonglobe.com/magazine/2014/09/17/the-secret-world-dunkin-donuts-franchise-kings/pb2UmxauJrZv08wcBig6CO/story.html

  1. Harper Lee on Reading and Loving Books

http://www.farnamstreetblog.com/2014/09/harper-lee-on-reading/

  1. What If? Serious Scientific Answers to Absurd Hypothetical Questions

http://www.farnamstreetblog.com/2014/09/what-if-serious-scientific-answers-to-absurd-hypothetical-questions/

  1. The Cult Deficit; every transformative business enterprise, every radical political movement, every truly innovative project contains some cultish elements and impulses

http://www.nytimes.com/2014/09/28/opinion/sunday/ross-douthat-the-cult-deficit.html?emc=edit_th_20140928&nl=todaysheadlines&nlid=36114517&_r=0

  1. Tips From a Hedge Fund That Bets Big in Tough Situations; The managers of the Latigo Ultra Fund look for ways to profit from business events, many of them adverse like American Airlines’ bankruptcy.

http://online.barrons.com/news/articles/SB52133021052493823286804580160083951766838?mod=BOL_hp_mag

TMT

  1. (Tech/Healthcare) – Apple’s HealthKit Ecosystem Is Finally Working

http://www.businessinsider.sg/apples-healthkit-ecosystem-is-working-2014-9/#.VCZQlvmSyCk

  1. Top Investor Explains Why VCs Throw Tons Of Money At ‘Reckless Founders At Out-Of-Control Startups’

http://www.businessinsider.sg/andreessen-on-investing-in-reckless-startups-and-founders-2014-9/#.VCZPFvmSyCk

  1. This Explains Why Samsung Has Twice The Number Of Engineers That Google Has, Yet It Still Relies On Android

http://www.businessinsider.sg/samsung-has-twice-the-number-of-engineers-that-google-has-2014-9/#.VCZOZfmSyCk

  1. (Japan/Tech) – SoftBank in talks to buy DreamWorks Animation

http://www.ft.com/intl/cms/s/0/e5f624f4-46bf-11e4-8820-00144feab7de.html#axzz3Ea5WTadL

  1. Giving Away Software to Make It More Valuable; Continuuity, a big-data start-up that spent three years developing data-analysis software, is donating it to the world as open source, and big business is taking notice.

http://bits.blogs.nytimes.com/2014/09/27/more-open-source-for-big-data/?_php=true&_type=blogs&ref=technology&_r=0

  1. Brave New Phone Call: Ray Ozzie’s new app Talko hopes to give people their voices back

https://medium.com/@stevenlevy/brave-new-phone-call-f4064a4e720f

  1. (Taiwan/Tech) – TSMC to get 84% share of global tech market

http://www.chinapost.com.tw/print/418220.htm

  1. (China/Tech) – Matrix Partners China co-founder David Zhang recently stirred heated discussion among Chinese investors with his forecast that investments in internet firms will wind down

http://www.wantchinatimes.com/news-subclass-cnt.aspx?id=20140928000006&cid=1202

  1. (China/Tech) – Tencent is game for global growth

http://fortune.com/2014/09/26/tencent/

  1. (Tech) – Why digital marketers should be excited about Apple Pay

http://fortune.com/2014/09/26/digital-marketing-apple-pay/

  1. The Blitz of Unstructured Data; Pulled together the right way, unstructured data can spot a terrorist or spotlight a new product people will want.

http://online.wsj.com/ad/article/narratives_brocade_67186.html?prx_t=NZQBA0a4BAgu8DA

Consumer

  1. Investigation into Tesco’s £250m profit shortfall unearths ‘corruption’ of culture

http://www.telegraph.co.uk/finance/newsbysector/epic/tsco/11125723/Tesco-could-be-forced-to-restate-accounts.html

  1. Why companies repudiate their own products

http://fortune.com/2014/09/26/soda-food-marketing/

Healthcare

  1. Why We Don’t Have A Cure For The Common Cold

http://www.businessinsider.sg/how-to-cure-a-cold-2014-9/#.VCZQ6fmSyCk

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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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