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Morning Bamboo Insight: 4 Oct 2014

Morning Bamboo Insight: 4 Oct 2014

Macro

  1. Wealth without workers, workers without wealth: The digital revolution is bringing sweeping change to labour markets in both rich and poor worlds

http://www.economist.com/news/leaders/21621800-digital-revolution-bringing-sweeping-change-labour-markets-both-rich-and-poor

  1. Pimco: ‘Bonds are meant to be boring’; What Bill Gross’s exit means for the industry and the company he left behind

http://www.ft.com/intl/cms/s/0/2113c320-4a12-11e4-8de3-00144feab7de.html#axzz3F3bpNb7W

  1. Breaking research out of the lab: Canada doesn’t lack innovators, it lacks entrepreneurial innovators

http://business.financialpost.com/2014/10/01/breaking-research-out-of-the-lab-canada-doesnt-lack-innovators-it-lacks-entrepreneurs/?__lsa=216d-fbd3

  1. Auto Loans: A Subprime Market Grows in the Shadows

http://www.businessweek.com/printer/articles/228876-auto-loans-a-subprime-market-grows-in-the-shadows

  1. Market Manipulation Should Be a Crime

http://www.businessweek.com/printer/articles/228924-market-manipulation-should-be-a-crime

  1. Depression Denial Syndrome; The fall of Bill Gross at Pimco is an example of how decision-makers refuse to acknowledge that the rules are different in a persistently depressed economy

http://www.nytimes.com/2014/10/03/opinion/paul-krugman-depression-denial-syndrome.html?ref=opinion

  1. Co-chief executives run the risk of in-fighting and mutual over-reliance; As Oracle appoints two chief executives, Katherine Rushton asks whether corporate double acts can ever really work.

http://www.telegraph.co.uk/finance/newsbysector/mediatechnologyandtelecoms/digital-media/11136605/Co-chief-executives-run-the-risk-of-in-fighting-and-mutual-over-reliance.html

  1. Byron Wien: So Much to Worry About; The Wall Street pro’s concerns include valuations, housing, and a group scarier than ISIS.

http://online.barrons.com/news/articles/SB51517841841143733463604580190562922585580

Asia Pacific

  1. (HK/China) – Protests Dim Hong Kong’s Allure for Rich Chinese; Singapore May View Pro-Democracy Protests as an Opportunity to Grab Some Business

http://online.wsj.com/articles/protests-dim-hong-kongs-allure-for-rich-chinese-1412335181

  1. (China) – China Won’t Bail Out Local Governments; Beijing Will Impose Ceilings on Localities’ Borrowing

http://online.wsj.com/articles/china-wont-bail-out-local-governments-puts-cap-on-borrowing-1412333311?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB12753519717962134038504580191702614415356.html

  1. (HK) – Hong Kong clashes break out away from Central protest site

http://www.reuters.com/article/2014/10/03/us-hongkong-china-idUSKCN0HN03Q20141003

  1. (Korea) – Korean private equity funds (PEF) taking over small family businesses unable to find successor

http://news.mk.co.kr/english/newsRead.php?sc=30800001&cm=Top%20Story&year=2014&no=1271857&selFlag=&relatedcode=&wonNo=&sID=308

  1. (Japan) – From free Wi-Fi to prayer rooms, Japan’s retailers are devising creative ways to encourage foreign tourists to spend.

http://www.japantimes.co.jp/news/2014/10/02/business/stores-see-profit-in-prayer-as-they-cater-to-foreign-tourists/

  1. (Korea) – Dozens of Korean corporate leaders will face questioning during the upcoming parliamentary audit of government agencies and public companies.

http://www.koreatimes.co.kr/www/news/biz/2014/10/123_165637.html

  1. (Isia) – Jokowi Urges Batik Resurgence to Boost Local Industry

http://thejakartaglobe.beritasatu.com/news/jokowi-urges-batik-resurgence-boost-local-industry/

  1. (Japan) – The weakening yen is starting to squeeze Japanese consumers as prices rise for everything from Burgundy wine to instant noodles, threatening Prime Minister Shinzo Abe’s plans to revive the country’s economy.

http://thejakartaglobe.beritasatu.com/business/burgundy-noodle-prices-rise-weaker-yen-hurts-consumers/

  1. (Isia) – In a House Far Removed From the People, Indonesia’s Oligarchic Forces Wage Battle

http://thejakartaglobe.beritasatu.com/opinion/house-far-removed-people-indonesias-oligarchic-forces-wage-battle/

  1. (India) – Honoring the Mahatma’s Legacy Through the Clean India Campaign

http://thejakartaglobe.beritasatu.com/opinion/honoring-mahatmas-legacy-clean-india-campaign/

  1. (Isia) – Insanity the Norm in Indonesian Politics

http://thejakartaglobe.beritasatu.com/opinion/editorial-insanity-norm-indonesian-politics/

  1. (Spore) – Singapore Sukuk Hub Goal Leaves a Lonely Sabana: Islamic Finance

http://www.bloomberg.com/news/print/2014-10-02/singapore-sukuk-hub-goal-leaves-a-lonely-sabana-islamic-finance.html

  1. (Isia) – Indonesian Conglomerates Warned not to Under-Invest Amid Competition

http://thejakartaglobe.beritasatu.com/business/indonesian-conglomerates-warned-invest-amid-competition/

Life

  1. Meeting deadlines: Deadlines in the future are more likely to be met if they are linked to the mind’s slippery notions of the present

http://www.economist.com/blogs/babbage/2014/10/meeting-deadlines

  1. Scientists check the engine of cheetahs, animal world’s ‘Ferrari’

http://www.reuters.com/article/2014/10/02/us-science-cheetah-idUSKCN0HR2DK20141002

  1. Billionaire Peter Thiel Explains Why He Would Tell His Younger Self To Be Less Competitive

http://www.businessinsider.sg/peter-thiel-on-success-2014-10/#.VC45xPmSyCk

  1. One CEO Uses Warren Buffett’s Strategy Of Looking For These 3 Traits In Every Job Candidate

http://www.businessinsider.sg/warren-buffett-hiring-strategy-2014-10/#.VC440_mSyCk

  1. (HK/China) – Hong Kong’s value to China goes beyond numbers

http://www.ft.com/intl/cms/s/0/acfff900-4a0b-11e4-8de3-00144feab7de.html#axzz3F3bpNb7W

  1. (China) – China’s central administration will impose hard caps on local government borrowing, its boldest move yet to control financial risks from an explosive rise in regional debt.

http://www.ft.com/intl/cms/s/0/a2fb9fec-4a18-11e4-8de3-00144feab7de.html#axzz3F3bpNb7W

  1. Yummia founder Mia McCarthy talks creating a category as her product hits Woolworths big time

http://www.brw.com.au/p/entrepreneurs/yummia_founder_woolworths_mccarthy_zr0bKlaoLOZcSQRJTVYE9L

  1. The Problem With Pragmatism: Our dominant political mind-set (pragmatism) tends dangerously toward rationalism uninformed by moral emotion

http://www.nytimes.com/2014/10/03/opinion/david-brooks-the-problem-with-pragmatism.html?ref=opinion

  1. The Evolution of Sleep: 700 Million Years of Melatonin

http://www.nytimes.com/2014/10/02/science/the-evolution-of-sleep-700-million-years-of-melatonin.html?ref=science

  1. Young, Brilliant and Underfunded; We’ll never know what breakthroughs were missed because young investigators were not provided with resource

http://www.nytimes.com/2014/10/03/opinion/young-brilliant-and-underfunded.html?ref=opinion&_r=0

  1. How Thomson Reuters Is Creating a Culture of Innovation

http://blogs.hbr.org/2014/10/how-thomson-reuters-is-creating-a-culture-of-innovation/

  1. The Most Engaging Ideas Leave Something Out

http://blogs.hbr.org/2014/10/the-most-engaging-ideas-leave-something-out/

  1. The Mysterious Popularity Of The Meaningless Myers-Briggs (MBTI)

http://www.forbes.com/sites/toddessig/2014/09/29/the-mysterious-popularity-of-the-meaningless-myers-briggs-mbti/

TMT

  1. Bill Gates: Apple Pay Is A ‘Fantastic’ Idea

http://www.businessinsider.sg/bill-gates-apple-pay-is-a-fantastic-idea-2014-10/#.VC43x_mSyCk

  1. Yahoo and eBay pressed to return to cores; With a return to their original cores, both groups might get a fresh chance to reinvent themselves

http://www.ft.com/intl/cms/s/0/fc45aa50-4a4c-11e4-bc07-00144feab7de.html#axzz3F3bpNb7W

  1. (India/Tech) – Can the Internet of Things transform India?

http://e27.co/can-the-internet-of-things-transform-india-20141002/

Investing Process

  1. Here’s Why Warren Buffett Is Buying Car Dealerships; Dealerships Do More Than Sell New Cars

http://www.businessinsider.sg/heres-why-warren-buffett-is-buying-car-dealerships-2014-10/#.VC430_mSyCk

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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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