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Bamboo Innovator Daily Insight: 14 Feb (Sat) – Blackstone’s Chief Has a Warning for Wall Street’s Entrepreneurs; Are You Proud of How You’re Spending Your Time?

Life

  • Blackstone’s Chief Has a Warning for Wall Street’s Entrepreneurs: NYT
  • Are You Proud of How You’re Spending Your Time?: HBR
  • Confucius Has Long Held Back China; Under Confucius’s teaching, the majority of Chinese people endured 2,000 years of subsistence living, while the ruling class controlled most resources and wealt: WSJ
  • When the Growth Model Fails; Work hard or get laid off, as opposed to work hard and get higher wages: This management-by-stress technique is a major cause of suffering in our modern societies: NYT
  • Son of Carpetright founder to launch rival flooring retailer: Telegraph
  • For You, Half Price: NYT
  • How Scams Worked In The 1800s: NPR
  • Fund Pros Who Live Together, Buy Together; Study Suggests Managers Are Influenced by Investments of Peers Who Are ‘Neighbors’: WSJ
  • How digital technology is destroying your mind: WaPo
  • Coursera takes aim at education—and unemployment—on a global scale: McKinsey

Books

  • To Explain the World: The Discovery of Modern Science: Amazon, WaPo

Investing Process

  • ‘Machine’ Dalio takes on ‘Man’ Ackman: CNBC
  • This Quiet Activist Investor Has Averaged 19 Percent Returns for More Than a Decade: Bloomberg

Greater China

  • Mobile payments thriving in China: WCT
  • China entering New Year with fewer crackers, less pork, more thrift: Reuters
  • Alibaba Dealings With Chinese Regulator Draw SEC Interest: WSJ
  • China’s Corruption Crackdown a Boon for Lingerie; Sales Increase for Pricey Undergarments as Government Discourages Conspicuous Consumption: WSJ

India

  • Beyond brick & mortar: Inside Grundfos Pumps India: Forbes
  • Indian Banks Struggling With Bad Loans: WSJ
  • The Many Strands of Indian Identity; An ambitious new library of Indian literature shows the cultural riches ignored by today’s Hindu nationalists: WSJ

Japan & Korea

  • Samsung, LG to create drone: Maeil
  • Korean DRAM makers take 70% of the market: JA

ASEAN

  • Off the Wagon: Vietnam’s Binge-Drinking Problem; The nation is the third-largest beer consumer in Asia, behind Japan and China: JG
  • 1MDB Mess Clouds Petronas $7 Billion Debt Proposal: Bloomberg
  • OJK tells Indonesian banks to be vigilant as bad loans rise: JP
  • Post-2015 Asean – empower the people: TheStar
  • LNG tankers lie unused around Singapore as gas downturn turns to crisis: Reuters

Macro

  • Will The Carbon Bubble Be The Next Financial Crisis? Forbes
  • Avoid devaluing currencies to boost trade: TheStar
  • ‘Sin-Vestors’ Can Reap Smoking-Hot Returns: WSJ
  • The Myth of Black Swan Market Events: NYT
  • Opinion: Why the smart money is running from hedge funds: Marketwatch

TMT

  • One of the smartest VCs of all time just warned that startups are chasing the wrong thing right now: BI
  • Why It Makes Perfect Sense For Apple To Invest In The Future Of The Car: Techcrunch
  • Visa to fight fraud with apps: JT
  • Apple Gears Up to Challenge Tesla in Electric Cars: WSJ

Energy & Commodities

  • Mass layoffs complicate oil industry’s long-term plans: Reuters
  • How not to run a national oil company: TheStar

Consumer & Others

  • The incredible staying power of the Oreo cookie: Quartz
  • Hitching a Toy to a Star: Superhero Movies Create Opportunity for Toymakers: NYT
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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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