Bamboo Innovator Daily Insight: 28 Jan (Wed) – TED Talks: Carol Dweck says you need to adopt a “growth mindset.” Young-ha Kim says you should never abandon your creativity. Kathryn Schulz says you should embrace your regrets. Sarah Lewis says you should strive for mastery, not success.


  • Carol Dweck says you need to adopt a “growth mindset.” Young-ha Kim says you should never abandon your creativity. Kathryn Schulz says you should embrace your regrets. Sarah Lewis says you should strive for mastery, not success. BI
  • This Might Be The Easiest, Most Effective Way To Relieve Stress And Clear Your Mind: BI
  • A farewell after eight years championing founders; There has been relentless upheaval in almost all industries in my time writing for the FT: FT
  • Why Entrepreneurs Should NOT Buy Homes: LinkedIn
  • Ask These 5 Tough Questions To Turn Around A Struggling Business: BI
  • City Link owner tells of sincere regret at failure: FT
  • How to develop your marketing as your start-up grows: SpotJobs co-founder Lewis Romano: BRW
  • 13 Habits of Exceptionally Likeable People: Forbes
  • Be Honest About Whether Your Product Really Makes A Difference: Techcrunch
  • On-Demand Workers: ‘We Are Not Robots’; Is Technology Liberating or Squeezing the New Class of Freelance Labor? WSJ
  • The do-or-die struggle for growth; The largest corporations rarely sustain strong growth unless they compete in the right places at the right times.: McKinsey

Investing Process

  • Vocation chief Mark Hutchinson ‘should have been axed earlier’ after a damning audit review into the quality and practices of two of its businesses; How hedge funds predicted Vocation’s collapse: TheAge
  • What entails investing in a brave new world: Forbes
  • Warren Buffett Case Study Of Sanborn Map: VW

Greater China

  • Breakneck growth of Hanergy raises questions: FT
  • Loaded Long Johns: What This Central Banker’s Undergarments Have to Do with China’s Economy: WSJ
  • Tencent’s Latest Investment: Food Delivery Service: WSJ
  • Why The Chinese Are Obsessed With Korea Culture: BI
  • Imported dairy threatens Chinese producers via e-commerce: WCT
  • Hong Kong market regulator sees more enforcement actions in 2015; SFC issued 56 per cent more disciplinary and criminal actions against companies and individuals last year than in 2013: SCMP
  • Wheelock Could Follow Li Ka-Shing’s Plan; If Wheelock & Co. was restructured the way that Cheung Kong was, its stock could surge by 30%.: Barron’s
  • Beefs Up Its Imported Food Business To Compete Against Alibaba: Techcrunch
  • How China’s Draft Rules May Affect Foreign Investors; Proposed Rules Target Structure Known as Variable Interest Entity: WSJ
  • China’s Chip Makers Explained: WSJ
  • A Crackdown on Shadow Banking May Be Needed to Tame China’s Volatile Stocks: Bloomberg
  • China Looks to Prop Up Domestic Chip Makers; Cybersecurity Concerns Give New Impetus to Country’s Effort to Cut Reliance on Foreign Components: WSJ


  • How Loney Antony cracked the payments market in India; How ATM industry veteran Loney Antony successfully turned entrepreneur with a disruptive outsourcing model: Forbes
  • Max India to split into three separate listed companies; Success in the life insurance business has led them to demerge the business into three clusters: Forbes
  • As Obama visits, President Pranab Mukherjee slams nation’s failures: Reuters
  • Nations will only succeed if women are successful, Obama tells India: Reuters

Japan & Korea

  • Japan Inc shuns seniority in favour of merit-based pay: FT
  • Struggling Naver renews its mobile shopping platform: KH; JA
  • Gloom envelops Ulsan, industrial heartland of Korea; Jobs are cut and top engineers find greener pastures – in China: JA
  • Korea’s financial regulator said it will open the door for non-financial companies to launch Internet-based banks, paving the way for conglomerates and portal sites such as Samsung and Naver to advance into the business.  KT
  • Samsung Might Be Going Shopping: Bloomberg


  • Singapore’s family-owned firms least ready for succession in S-E Asia: BT
  • Sea change in penthouse infinity pool views: Buyers of SIngapore property see red; “It turned out to be nothing. The pool is not an infinity pool. It’s ugly. There are horrible double-sided windows around it”: AsiaOne
  • Singapore faces challenges in growing talent for its economy; Formal education should be complemented by learning from experience to promote talent growth, and the country can learn from Scandinavian culture in this aspect: CNA
  • Singapore Adds to Global View Low Oil Here to Stay; Surprise Move Sent Singapore Dollar to Lowest Level in Over Four Years: WSJ
  • Catholic priest celebrated mass at the Philippine Stock Exchange; Philippine Stocks Add to a Hot Streak; Emerging Middle Class Hypercharges Growth; a Boost From Oil Prices: WSJ


  • In DuPont Fight, Activist Investor Picks a Strong Target: NYT
  • Investors Rethink Taking a Leap Into Junk Bin: WSJ
  • How Student Debt Harms the Economy; In 2010-13, the percentage of younger people owning part of a new business dropped to 3.6% from 6.1%. WSJ
  • Hedging Pays Off at Honeywell as Dollar Surge Punishes P&G: Bloomberg
  • “Equities Will Be Devastated” Crispin Odey Warns, Looming Recession Will Be “Remembered For 100 Years”: ZeroHedge
  • Stay-at-Home Small-Caps in Vogue as Dollar Roils Multinationals: Bloomberg


  • The Biggest Concern With The Apple Watch Has Nothing To Do With The Actual Watch: BI
  • The Apple Watch is coming in April, and Tim Cook says he “can’t live without it”: Quartz
  • Data And Commerce Elope, Birth Unicorns: Techcrunch
  • Nadella’s Charmed First Year as Microsoft CEO Comes to an Abrupt End: WSJ

Energy & Commodities

  • Glut feeling: The oil industry is struggling to cope with lower prices so what would happen if $50 per barrel became the new normal? FT
  • Troubled rare earths producer Lynas shareholders facing wipe-out on poor outlook: TheAge
  • Big Oil Faces Time of Reckoning; Shell, BP and Others to Report Earnings, Reveal What Role Lower Crude Prices Played On Results: WSJ
  • As oil slides, Singapore oilfield service firms struggle to refinance debt: Reuters


  • Scientists ask if Ebola immunizes as well as kills: Reuters

Consumer & Others

  • Growing market for kids’ spas in US raises concerns: AsiaOne

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 (, 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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