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Bamboo Innovator Daily Insight: 16 Mar (Mon) – Charlie Munger: Academic Economics — Strengths and Weaknesses, after Considering Interdisciplinary Needs

Life

  • Charlie Munger: Academic Economics — Strengths and Weaknesses, after Considering Interdisciplinary Needs: Farnam
  • Developing a Mental Framework for Effective Thinking: Farnam
  • How Stephen King Teaches Writing: Atlantic
  • How successful people overcome toxic bosses: Quartz
  • Overthinking vs. Underthinking: Finding the Sweet Spot: Forbes

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

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
  • Xu Caihou, the most senior military officer snared in China’s anti-corruption campaign, has died of natural causes after military prosecutors dropped their case against him due to ill health. FT
  • How Citic Bank traded rapid growth for bad loans: SCMP
  • It’s Time to Look Under the Hood of China Auto Rental; Falling depreciation behind robust profit margin is puzzling because depreciation should have risen as CAR expanded its fleet by 20% last year; IPO lockup expires on March 18: WSJ
  • Record China Debt Means Growth-Rally Mismatch: Chart of the Day: Bloomberg
  • China FAW Group Chairman Faces Communist Party Graft Probe: Bloomberg
  • Wall Street’s Macau delusion has really gone far enough: BI
  • ‘Maker culture’ to be encouraged in China: WCT
  • To trim its mounting inventory and stem losses from sluggish business, Nestle China has been incinerating instant coffee by the ton, burning up worth tens of millions of yuan since January: WCT
  • Macau casino giant turns to non-gaming businesses: WCT
  • Why China Won’t Manage The Great Debt Escape: Forbes
  • Stiffer Bank-Technology Rules Loom in China: WSJ
  • Why Chinese Steel Exports Are Stirring Protests: WSJ

India

  • Tapping Into The Growth Of India’s Emerging Mobile Markets: Techcrunch

Japan & Korea

  • Lotte seen forging ahead with succession plan: KH
  • Economic mathematics to be introduced in 2018 in Korea as an elective subject of high school: Maeil

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

  • In 2008, Phillip Monks was out of a job and decided to start his own bank. Today, it is worth over £650m: Telegraph

TMT

  • Why Bankers Are Leaving Finance for No-Salary Tech Jobs: Bloomberg
  • Top Silicon Valley investor explains why he is skeptical about driverless cars: BI
  • A Police Gadget Tracks Phones? Shhh! It’s Secret: NYT
  • Why focus is the name of the ecommerce game: Forbes
  • ‘Dead unicorns’: Silicon Valley bubble burst draws near, warns investor at SXSW: NYT
  • In Battery Revolution, a Clean Leap Forward; Vacuum maker Dyson is investing in Sakti3’s energy technology: WSJ

Energy & Commodities

  • US shale industry shows remarkable resilience: FT

Consumer & Others

  • Miller Lite tastes success again: Fortune
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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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