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Bamboo Innovator Daily Insight: 15 Mar (Sun) – André Gide on Sincerity, Being vs. Appearing, and What It Really Means to Be Yourself

Life

  • André Gide on Sincerity, Being vs. Appearing, and What It Really Means to Be Yourself: BP
  • Rilke on How Great Sadnesses Bring Us Closer to Ourselves: BP
  • Here’s why patents are innovation’s worst enemy: WaPo

Investing Process

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Great Expectations for Small-Cap Active Management: RoyceFunds

Greater China

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • The one Chinese innovation that could change the way we think about money; The upcoming launch of the new China International Payments System is part of a broader internationalization strategy for China’s currency to make it accepted worldwide: WaPo

Japan & Korea

  • Onetime bestselling maker Sanyo to effectively vanish : JP

ASEAN

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor

Macro

  • S.E.C. Wants the Sinners to Own Up; In a shift to its policy, the regulator is asking for more than settlements. It wants companies and individuals to admit to their misdeeds. NYT
  • How Many Mutual Funds Routinely Rout the Market? Zero: NYT
  • Norway’s Sovereign-Wealth Fund Reduces Exposure to Europe: WSJ
  • Bonds Or Stocks: Which Bubble Is Bigger? SocGen Answers: Zerohedge
  • Michael Lewis is Right “Spoofing” Proves Market Rigged on Daily Basis: EconMatters

Energy & Commodities

  • U.S. Producers Ready New Oil Wave; Even as crude plummets, energy firms are waiting to unleash more supply, capping any price gains: WSJ

TMT

  • This could be Apple’s secret Apple Watch strategy: Fortune
  • Leica Survives the Digital Shift; Camera maker struggled with the death of film, but now it has a lucrative niche: digital, retro cameras: WSJ

Consumer & Others

  • How Starbucks’ dominance could one day be threatened: WaPo
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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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