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Morning Bamboo Insight: 6 Oct 2014

Morning Bamboo Insight: 6 Oct 2014

Macro

  1. Agricultural land: Farmland prices are outperforming prime London property

http://www.economist.com/news/britain/21621884-farmland-prices-are-outperforming-prime-london-property-raking-it

  1. The world’s biggest container ships, longer than the Eiffel Tower is high, are a symbol of an increasingly global marketplace. But they also face strong economic headwinds

http://www.nytimes.com/2014/10/05/business/international/aboard-a-cargo-colossus-maersks-new-container-ships.html?ref=business&_r=0

  1. Investors Are Sick of Convertible Notes

http://pointsandfigures.com/2014/10/01/investors-are-sick-of-convertible-notes/

  1. “You buy emerging markets because per capita GDP is half in Indonesia what it is in Thailand, and half in the Philippines what it is in Indonesia, and half in Cambodia what it is in the Philippines. It remains a long-tail story.”

http://online.barrons.com/news/articles/SB51517841841143733463604580184331222965518

  1. The incredible shrinking dividend payout

http://online.wsj.com/articles/not-your-fathers-dividend-stocks-1412345258

Asia Pacific

  1. (HK/China) – Stark choices face Beijing over any PLA on Hong Kong streets

http://uk.reuters.com/article/2014/10/05/uk-hongkong-china-pla-insight-idUKKCN0HU02C20141005

  1. (HK) – Tremors from Hong Kong: Are protests over China’s broken promise doomed to end in violence?

http://business.financialpost.com/2014/10/04/tremors-from-hong-kong-are-protests-over-chinas-broken-promise-doomed-to-end-in-violence/

  1. (China) – China’s Inscrutable Contraction

http://www.project-syndicate.org/print/questioning-chinese-economic-climate-by-kenneth-rogoff-2014-10

  1. (Isia) – Blue Bird IPO Could Be One of Indonesia’s Largest Ever

http://thejakartaglobe.beritasatu.com/business/blue-bird-ipo-one-indonesias-largest-ever/

  1. (Isia) – Red-and-White Coalition Gives Jokowi the Blues as Prabowo Rides Over President-Elect

http://thejakartaglobe.beritasatu.com/news/red-white-coalition-gives-jokowi-blues-prabowo-rides-president-elect/

  1. (Isia) – With limited space available and skyrocketing land prices in Jakarta, theme park operators have started looking to areas outside the capital city to expand their amusement center businesses

http://www.thejakartapost.com/news/2014/10/03/theme-park-businesses-expand-regions.html

  1. (Isia) – Indonesian conglomerates need to scale down to stay relevant in business

http://www.thejakartapost.com/news/2014/10/04/ri-conglomerates-need-scale-down-stay-relevant-business.html

Life

  1. Paul Graham: Before the Startup

http://paulgraham.com/before.html

  1. What Can the McLaren Racing Team Teach the Rest of Us?

http://www.businessweek.com/printer/articles/228594-what-can-the-mclaren-racing-team-teach-the-rest-of-us

  1. Maker’s Schedule, Manager’s Schedule, Investor’s Schedule

http://hunterwalk.com/2014/09/30/makers-schedule-managers-schedule-investors-schedule/

  1. VCs Are Not Your Friends

https://www.linkedin.com/today/post/article/20141001120038-95015-vcs-are-not-your-friends

  1. There is No Such Thing as a Great Team, Only Great Habits

http://www.thisisgoingtobebig.com/blog/2014/9/29/there-is-no-such-thing-as-a-great-team-only-great-habits.html

  1. Why It’s Important to Reinvent Yourself

https://www.linkedin.com/today/post/article/20140929234617-29478030-why-it-s-important-to-reinvent-yourself

  1. How American parenting is killing the American marriage

http://qz.com/273255/how-american-parenting-is-killing-the-american-marriage/

  1. The Self-Made Man: The story of America’s most pliable, pernicious, irrepressible myth

http://www.slate.com/articles/news_and_politics/history/2014/09/the_self_made_man_history_of_a_myth_from_ben_franklin_to_andrew_carnegie.html

  1. The Four New Breeds of Entrepreneurs? To run a successful start-up, figure out if you’re a diamond, a star, a transformer or a rocket ship

http://online.wsj.com/articles/the-four-new-breeds-of-entrepreneurs-1412282673

  1. Jane Goodall on Empathy and How to Reach Our Highest Human Potential

http://www.brainpickings.org/2014/09/30/jane-goodall-empathy/

  1. Too-ticky’s Guide to Life: Wisdom on Uncertainty, Presence, and Self-Reliance from Beloved Children’s Book Author Tove Jansson

http://www.brainpickings.org/2014/09/29/too-ticky-quotes-tove-jansson/

TMT

  1. (Korea/Tech) – Samsung Raises Its Venture-Capital Profile; South Korean Electronics Firm Pushes Into New Businesses, Acts More Quickly With Acquisitions

http://online.wsj.com/articles/samsung-raises-its-venture-capital-profile-1412373782

  1. Google Working on Large-Scale Video Displays: Google X Is Developing Screens That Can Connect Like Legos to Form a Big Seamless Image

http://online.wsj.com/articles/google-working-on-large-scale-display-technology-1412346897

Commodities

  1. JP Morgan sells commodity arm to Mercuria for $800 million instead of the original $3.5 billion

http://www.reuters.com/article/2014/10/03/us-mercuria-jpmorgan-idUSKCN0HS1JA20141003

Energy

  1. (Energy) – World on the brink of oil war as Opec bickers over price; Oil prices ended last week in freefall as the world’s largest group of producers from petro-states in the Middle East dithered over whether to cut output

http://www.telegraph.co.uk/finance/newsbysector/energy/oilandgas/11140156/World-on-the-brink-of-oil-war-as-Opec-bickers-over-price.html

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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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