Daily Bamboo Innovator Insight: Tues 2 Dec 2014 – Cirque du Soleil’s Next Act: Rebalancing the Business As Growth Prospects Slow; ‘The Rarity Was Gone’

December 2, 2014 Leave a comment

Life 

Nobel Peace Prize Albert Schweitzer: “I don’t know what your destiny will be, but one thing I do know: The only ones among you who will be really happy are those who have sought and found how to serve”

Why Everything You Think About Aging May Be Wrong; As We Get Older, Friendships, Creativity and Satisfaction With Life Can Flourish: WSJ

Cirque du Soleil’s Next Act: Rebalancing the Business; As Growth Prospects Slow, Company Seeks to Beef Up Non-Circus Business; ‘The Rarity Was Gone’: WSJ

Evergreen Lessons From Buffett And Munger: IrrelevantInvestor

TV Stars From Italy Flock to Low-Cost Albania as Ad Market Sinks: Bloomberg

18 Tricks To Dramatically Increase Your Productivity: BI

Take it from a software engineer: learning code can be a nightmare: Quartz

Searching for Burmese Jade, and Finding Misery: NYTimes

Learning Our Roots, Inside and Out: ‘The Invisible History of the Human Race’ Provides Transparency on Our Genetic Heritage: NYTimes

Why Our Memory Fails Us; Just because you think you recall something doesn’t mean you do. NYTimes

‘Leadership goes far beyond just being a boss’: AsiaOne

Sleep Deprivation Is Killing You and Your Career: Forbes

How to Train Your Voice to Be More Charismatic; Scientists Analyze Public Leaders’ Voices to Discover the Basis for Charisma: WSJ

Annual Thai festival honours descendants of monkey god: AsiaOne

Greater China

Hong Kong IPOs Become Losing Bets for Investors: WSJ

Interest in China’s civil service declines with continuing anti-corruption efforts; “In the past, people liked to work as civil servants because they thought they could get a lot of ‘invisible welfare’ through their posts”: AsiaOne

Macau’s junket model breaks down as gamblers walk away: Reuters

China’s Ban On Puns Comes Straight Out Of ’1984′: BI

The new Silk Road: Stretching the threads; Impoverished south-west China seeks to become an economic hub: Economist

Why China keeps throwing trillions in investments down the drain: Fortune

Hong Kong Gold Sales Fall as China Tackles Corruption: WSJ

Mini Electric Cars Give a Jolt to China’s Market for Green Autos: WSJ

India

‘Government Must Improve Cold Chain Infrastructure’: Danfoss CEO; Niels B Christiansen, chief of energy services firm Danfoss, says India trails the world when it comes to food safety and preservation. And that needs to change: Forbes

India Aims to Shed Its ‘Fragile’ Label; Investors Bet That New Prime Minister Will Jump-Start Economy: WSJ

Gold Hidden in Underwear Shows How India Curbs Distort Rupee: Bloomberg

Japan & Korea

Samsung modest reshuffle disappoints: FT

Inside Takata, tantrums but little sense of crisis over air bags: JapanTimes

Softbank’s Pepper robot debuts as coffee machine salesman at Bic Camera: JapanTimes

Samsung Electronics exits fibre optics amid sharper focus on reviving smartphones: Reuters

ASEAN

The Securities and Exchange Commission has a five-year plan to make the Thai capital market a regional leader by introducing new rules allowing Asean companies to raise funds in this country’s market. Nation

Macro

Hedge Funds Shut as Managers Struggle in Year of Two Percent Returns: Bloomberg

Capital controls feared as Russian rouble collapses; Russia intervenes as crumbling ruble echoes 1998 debt crisis: Telegraph

Saudi regulator suspends Deloitte from auditing listed firms due to a case involving an unidentified firm: Reuters

As Indonesia expands oil storage, fewer opportunities for graft: AsiaOne

MOL Global shares tumble on Vietnam accounting glitch, profit slump: Reuters

TMT

To Gain the Upper Hand, Amazon Disrupts Itself: NYTimes

Naspers Offers Tencent and Change: WSJ

Tim Cook has created as much value as Steve Jobs: Quartz

Working the Land and the Data: Technology offers some family-owned farms an opportunity to thrive and compete with giant agribusinesses. NYTimes

The King Of Online Gambling (Is 34): Forbes

One in 10 iPhone owners ‘very likely’ to buy an Apple Watch: Fortune

DreamWorks’ Nightmare Shows No Sign of Ending: Barron’s

C.H. Robinson to buy Freightquote.com for $365 million: Reuters

Wanda Holds Talks to Buy Lions Gate, MGM in Hollywood Push: Bloomberg

Healthcare

The Virus Detectives: Sifting Through Genes in Search of Answers on Ebola; Inside the world’s most powerful factory for analyzing genes from people and viruses: NYTimes

A Smart Watch To Manage Epileptic Seizures: Forbes

Energy & Commodities

Banks’ $650bn bet on oil backfires as Brent prices slump; Lenders sitting on billions in losses after rise in risky debt to oil and gas companies raises prospect of impairments: Telegraph

Lubrizol’s Bolt-On Energy Deal A Priority For Berkshire’s Warren Buffett: Forbes

Yergin and El-Erian Analyze the Oil Rout: Barron’s

Malaysia Crudely Treated By Oil Slump: Barron’s

Malaysian tycoons see their O&G investment value cut by almost half: Star

As crude tumbles, oil drillers seek to temporarily idle more rigs: Reuters

Beware the Vulnerable Oil Debt That Lurks in Your Junk-Bond ETFs: Bloomberg

Filed under Daily Insight

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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