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Morning Bamboo Insight: 14 Oct 2014

Morning Bamboo Insight: 14 Oct 2014

Macro

  1. (Macro) – U.S. regulators press banks for more on auto loan exposure to assess risks

http://www.reuters.com/article/2014/10/12/us-autos-lending-regulators-idUSKCN0I10T320141012

  1. Deutsche clampdown on bad behaviour prompts exodus of traders –FT

http://uk.reuters.com/article/2014/10/12/deutsche-bank-regulator-idUKL2N0S70X920141012

Asia Pacific

  1. (Spore) – Bears Crowd to Sembcorp Marine After Stock’s 18% Drop in Value

http://www.bloomberg.com/news/print/2014-10-12/bears-crowd-to-sembcorp-after-stock-s-18-drop-in-value.html

  1. (Isia) – Indonesia needs new growth model to boost GDP

http://news.asiaone.com/print/news/asia/indonesia-needs-new-growth-model-boost-gdp

  1. (China) – U.S. ETFs to take aim at China’s onshore bond market

http://www.reuters.com/article/2014/10/12/us-china-bond-etfs-analysis-idUSKCN0I10F320141012

  1. (India) – Modi seeks to revive India’s ‘zombie factories’, not abandon them

http://uk.reuters.com/article/2014/10/12/uk-india-industry-zombies-idUKKCN0I10X920141012

  1. (Korea) – Pardoning tycoons for economic growth; Parole’s not special treatment; Stimulus will be of no use if it fails to move companies and consumers to spend.

http://koreajoongangdaily.joins.com/news/article/article.aspx?aid=2995917&cloc=joongangdaily|home|newslist2

  1. (Taiwan) – A campaign to boycott Ting Hsin (頂新集團)food products picked up momentum yesterday as food conglomerate tycoon Wei Ying-chung (魏應充) made his first public appearance since the latest tainted oil scandal erupted to apologize to the nation

http://www.chinapost.com.tw/print/419237.htm

Life

  1. Remembering the impact Lee Kuan Yew’s speeches made

http://news.asiaone.com/print/news/singapore/remembering-impact-lee-kuan-yews-speeches-made

  1. The Science of Conquering Your Greatest Fears; It may be the oldest emotion. Before happiness, before sorrow, before exhilaration, and way, way before the urge to climb mountains and bomb down steeps, there was fear

http://www.outsideonline.com/outdoor-adventure/science/The-Science-of-Conquering-Your-Greatest-Fears.html

  1. A Dozen Things I’ve Learned From Jeffrey Gundlach About Investing

http://25iq.com/2014/10/04/a-dozen-things-ive-learned-from-jeffrey-gundlach-about-investing/

  1. ‘Grit’ might be more important than IQ. Now schools need to learn to teach it.

http://www.vox.com/2014/10/9/6835197/grit-kipp-noncognitive-skills-duckworth-teaching

  1. One Great Idea From Jean Tirole, the Nobel Economist

http://www.businessweek.com/printer/articles/230302-one-great-idea-from-jean-tirole-the-nobel-economist

  1. Startup God Paul Graham Reveals The Single Most Important Quality To Look For In Company: Authenticity

http://www.businessinsider.sg/paul-graham-startups-bloomberg-2014-10/#.VDwEj_mSyCk

TMT

  1. How Hewlett-Packard lost its way

http://fortune.com/2012/05/08/how-hewlett-packard-lost-its-way/

  1. Why Programmatic Is Killing Creativity In Advertising

http://www.businessinsider.sg/programmatic-advertising-and-creativity-2014-10/#.VDwDV_mSyCk

  1. (Korea/Tech) – Maker of Korean Chat App to Ignore Legal Demands for Users’ Messages; Daum Kakao Has Stopped Honoring Warrants From Government Prosecutors in Bid to Keep KakaoTalk Users

http://online.wsj.com/articles/maker-of-korean-chat-app-to-ignore-legal-demands-for-users-messages-1413202926

  1. Competitive Pressures Loom over TSMC; As Mobile Devices Become Smaller, Race is On to Pack More Computing Capability into Each Chip.

http://online.wsj.com/articles/competitive-pressures-loom-over-tsmc-1413191871

  1. (Korea/Tech) – Tax-evading blog shopping malls mushrooming

http://news.mk.co.kr/english/newsRead.php?sc=30800003&cm=Economy&year=2014&no=1307749&selFlag=sc&relatedcode=&wonNo=&sID=308

Investing Process

  1. Vltava Fund’s Q3 2014 Letter to Investors

http://www.valuewalk.com/2014/10/vltava-funds-letter-investors

  1. How to Read an Annual Report

http://janav.wordpress.com/2014/10/03/how-to-read-an-annual-report/

  1. The Family Business Map: Framework, Selective Survey, and Evidence from Chinese Family Firm Succession

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2501364

  1. The New Lyrics of the Old Folks: The Role of Family Ownership in Corporate Innovation

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2487083

 

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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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