Bamboo Innovator Daily Insight: 20 Jan (Tues) – The Great Power Of Connecting Passion With Purpose; Peter Wallenberg, Head of Dynasty That Shaped Modern Sweden, Dies at 88

Life

Peter Wallenberg, Head of Dynasty That Shaped Modern Sweden, Dies at 88: WSJ, Bloomberg

The Great Power Of Connecting Passion With Purpose: Forbes

The Tinkerer’s Apprentice: PS

Eccentric Kem Chicks Business Guru Bob Sadino Passes Away at Age 76: JG

Writing Your Way to Happiness: Some researchers believe that by writing and then editing our own stories, we can change our perceptions of ourselves and identify obstacles that stand in the way of better health. NYT

Cutting crime: surgeon’s research that helps stop street violence: Guardian

Gimme shelters … the inflatable concrete that’s spread across the world; Concrete Canvas, a fabric that hardens when sprayed with water, can be used to assemble fireproof and waterproof structures within 24 hours: Guardian

Britain’s Serious Fraud Office (SFO) has closed its investigation into the ill-fated sale of Autonomy to Hewlett-Packard in 2011, saying there was not enough evidence to secure a conviction of the software firm’s former executives: Reuters

Experience is Simply the Name We Give Our Mistakes; “Human beings, who are almost unique in having the ability to learn from the experience of others, are also remarkable for their apparent disinclination to do so”: LadyFOHF

The Hidden Psychology Of Why Customers Come Back: Techcrunch

The Most Iconic Parts From Martin Luther King’s ‘I Have A Dream’ Speech: BI

Weavering Hedge Fund Founder Found Guilty of Fraud: The fund’s entire net worth was found to consist of interest-rate swaps where the counterparty was a company based in the British Virgin Islands controlled by Mr. Peterson himself: WSJ

The might of a simple metaphor: Language is more powerful than charts and statistics: FT

Why ‘knowing it all’ won’t help you at work: Fortune

Since antiquity, moneymen have been the target of vitriol: History

Investing Process

The Biggest Investment Mistakes — in the Words of Jean-Marie Eveillard, Howard Marks, et al.: BeyondProxy

Pale Yale: What the Yale Model Can’t Teach You; The situations of the Yale Endowment Fund and most individual investors are worlds apart: Morningstar

Ownership structure in the local companies needs to be balanced for limiting the domination of family stakes in order to help check the alleged practices of manipulating their operational and financial activities through Real Earnings Management (REM): FE

Attributes of successful growth companies; New Zealand Trade & Enterprise (NZTE) undertook a study of what it takes to be a successful business growing internationally: NZTE

Greater China

China’s Capital Flows Measure Tumbles Amid Fund-Flight Concern: Bloomberg

China’s Jenga Economy On Shaky Ground: Reliance on credit means policymakers face tough choices in addressing imbalances in Asia’s largest economy. Barron’s

China Pricks Bubble but Stocks Still Frothy: WSJ

How the Communist Party knocked down Macau’s house of cards in just six weeks: SCMP

Chinese funds aggressively shorting commodities linked to copper dive: Reuters

China to ramp up anti-corruption drive, focus on SOEs: WCT

This Is How Xiaomi Keeps The Cost Of Its Smartphones So Low: Techcrunch

Explainer: Margin finance in China: FT

Hong Kong puts talent before cash with visa scheme suspension: FT

In China, breakfast remains a matter of the heart; Nobody loves things western more than the Chinese, but the east dominates breakfast: FT

Real Estate Tycoon Zhang Guiping Latest To Take Aim At China’s Film Boom: Forbes

Mainland Goliath Slays David Junket Group, But Beijing Moves Overblown: Forbes

China’s internet finance sector challenges state-owned banks: SCMP

Shanghai’s option market launch shadowed by regulatory probes, brokerage suspensions: SCMP

China sees small bubble in stocks better than property bust: SCMP

Birmingham International says former employee misappropriated at least HK$30 million: SCMP

China’s Stimulus Quagmire: Monday’s stock-market tear illustrates some of Beijing’s problems spurring growth.: WSJ

Tapping China’s ‘Silver Hair Industry’; From Nutritional Drinks to Nursing Homes, Sheer Numbers Make Chinese Seniors a Coveted Market: WSJ

What We Can Learn From The Richest Man In Asia: ZeroHedge

Investors to get taste of new China via Shenzhen trading link: Reuters

Crashing China Stocks as Easy as Flicking a Switch: Bloomberg

China’s $20 Trillion Headache Underscored by Stock Swings: Bloomberg

China’s Effort to Curb Rollercoaster Stocks Channels Money to Shadow Banking: Bloomberg

Standard Bank Seen Writing Off Metal Held in China Probe: Bloomberg

India

Credit Suisse Sues REI Agro in Singapore Over Alleged Loan Fraud for non-existent trades of the staple using a web of sham rice-trading companies in Singapore and Hong Kong: Bloomberg

Can India repeat China’s ascent?: FT

How Twitter changed its mind on India: Forbes

Burger Flippers in U.S. Make About as Much as State Bank Chiefs in India: Bloomberg

Japan & Korea

Is JY Lee coming to fore in Samsung empire?: KH

Controversy over OB’s free use of Hangang water: KT

Samsung Electronics ponders stock split to appease investors: Reuters

ASEAN

Indonesia Pushes Pertamina Revamp in State Enterprise Reform: Bloomberg

Editorial: Jokowi Administration Is Its Own Worst Enemy: JG

Editorial: Jokowi Must Draw a Lesson From Basuki: JG

Jokowi Inaugurates Politician-Heavy Advisory Board: JG

Editorial: Jokowi’s gratitude. There is no such thing as a free lunch, so goes the maxim that politicians well and to which they adhere. Jokowi selected 9 advisers from among those who backed his successful presidential bid last year. JG

Basuki Shakes Up Jakarta’s City-Owned Enterprises’ Board: JG

Political Analysts Ask Jokowi: Why Can’t You Be More Like Basuki?: JG

Indonesia to inject funds into infrastructure-related firms: Reuters

Malaysia to unveil policy changes as oil earnings slide: Reuters

Singapore’s anti-graft laws: 5 possible areas for reform: BT

Macro

Major British Banks Say Bitcoin Is Risky And Could Help Terrorists: BI

Macro managers seek return of volatility; Hedge funds have seen lean times during recent market tranquillity: FT

S.E.C. Reversal of a ruling that kept corporate governance questions from being put to a company’s investors May Clear Way for Shareholders to Challenge Companies: NYT

Calpers takes axe to costly private equity managers: FT

Are central banks a destabilising force? Swiss example shows how imbalances can correct violently: FT

Which of  Europe’s leading lenders will reap the QE dividend?: FT

After SNB shock, ‘Swiss Made’ may mean more expensive: Reuters

Land of a Million Elevators Rises Again to Lift Otis in Spain: Bloomberg

Energy & Commodities

OPEC’s Future Seen in Mining Slump as Oil Hit in Shale War: Bloomberg

How Low Can Oil Go? Traders Balk at Making the Call; As Crude Extends Slide, Even Those Who Bet on Lower Prices Are Getting Nervous; ‘It’s Bloody Nuts’: WSJ

World’s Largest Traders Use Offshore Supertankers to Store Oil; Companies Are Buying Oil Now to Sell Later When Prices Rise: WSJ

Commodities trader Noble to exit cocoa business: Reuters

Price Collapse Hits Scavengers Who Scrape the Bottom of Big Oil’s Barrel: Bloomberg

Healthcare

Biotech Rivalry Gets Nasty in Mudslinging Battle Over Data: Bloomberg

TMT

LinkedIn seeks to embrace left-out blue-collar workers: FT

Movie Studio by Amazon for Screens Big and Small: NYT

Amazon to Begin Producing, Acquiring Original Movies: WSJ

Israel’s high-tech boom is double-edged sword: Reuters

Consumer & Others

Halting the discounters’ march: French supermarkets are fighting back against Aldi and Lidl—at great cost: Economist

How The Watch Industry Will Save Itself: Techcrunch

The price of chocolate: How Canadian chocolatiers are getting burned by the Swiss franc: FP

Barramundi Asia is poised to become the world’s largest barramundi supplier while remaining environmentally sustainable.: BT

J.C. Penney Resurrects Its Catalog; Giant Print Book, Ditched Five Years Ago, Helps Drive Web Sales: WSJ

Big-name companies get crafty with sub-brands: TheAge

TAG Heuer Casts Aside ‘Swiss Made’ Label to Take On Apple Watch: Bloomberg

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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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