Daily Bamboo Innovator Insight: Fri 5 Dec 2014 – Casino-Like Fuel Hedges Seen Hurting Airlines as Crude Plummets; Shale Producers Say Bring It, in Oil Price Showdown – explorers can drill new wells profitably in some areas even if crude falls to $25 a barrel; Era of Lower Oil Masks Challenges for Southeast Asian Titans

December 5, 2014 Leave a comment

Life

Clayton Christensen: Tesla Is Not Disruptive and Other Corrections: BW

Milk, hold the coffee: how Box Corporate’s Martin Halphen honed his $40m delivery business: BRW

This Innovative Meeting Hack Helped A Chicago Pizza Business Grow Into An Empire: BI

The Surprising Power of an Electric Eel’s Shock: NYTimes

A Depression-Fighting Strategy That Could Go Viral: NYTimes

How Billable Hours Changed the Legal Profession: BW

Here’s How Silicon Valley CEOs Make The Most Of Their Weekends: BI

Wall Street regains its old way with words; The wheelers and dealers of the financial world twist and turn the English language to their advantage: FT

China

Anta’s Fall Shows Fragile Support for China Companies: Bloomberg

Hong Kong Fund Probed for Stock Manipulation, NHK Says: Bloomberg

The world is Xi’s oyster: A confident Chinese leader sets out his foreign-policy store. It is not wholly comforting: Economist

China’s Tax Authority Targets Income of Foreigners, Wealthy Chinese: WSJ

China’s levered stock market: FT

China Plans Wealth-Product Rules to Cut Shadow Banking Risks: Bloomberg

China Plans Wealth-Product Rules to Cut Shadow Banking Risks: Reuters

Japan & Korea

Samsung’s new mantra is slim; After smartphone squeeze, reshuffles and layoffs are new normal: JoongAng

SoftBank aims to be goose that lays golden eggs; Run of spectacular investments raises Japanese group’s stature: FT

Japan Pension Fund Head Calls for $389 Billion Stock Revamp: Bloomberg

ASEAN

Era of Lower Oil Masks Challenges for Southeast Asian Titans: Bloomberg

Macro

‘Toronto has less influence now’: How Canadian corporate power is making a big shift westward: FP

Australian Small Stocks Lose by Most on Record on Economy: Bloomberg

Emerging Markets and State-Owned Enterprises: WisdomTree

Energy & Commodities

Casino-Like Fuel Hedges Seen Hurting Airlines as Crude Plummets: Bloomberg

Shale Producers Say Bring It, in Oil Price Showdown: Bloomberg

India shows link between crude oil and gold: Reuters

The Rise and Fall of OPEC: BW

Will Cheap Oil Lead to Big Mergers? Price Collapses Often Serve as the Trigger for Consolidation in Energy: WSJ

TMT

Amazon’s Many Businesses: Here’s a Map to Keep It All Straight: BW

ESPN Is The Biggest Reason Cable TV Isn’t Going To Die Anytime Soon: BI

The Problem With The Internet Of Things: TechCrunch

Healthcare

Cancer’s Super-Survivors: How the Promise of Immunotherapy Is Transforming Oncology: WSJ

Consumer & Others

With Market Saturated, Starbucks Looks to High End: NYTimes

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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