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Bamboo Innovator Daily Insight: 3 Apr (Fri) – Chinese bond defaults test govt appetite for market discipline; A unit of Macquarie will pay $15 million to resolve accounting fraud charges by the SEC that it underwrote a public offering for China’s Puda Coal; Glitch in Rongsheng Rescue Sheds Light on Shady Investor

Life

  • At Boeing, Innovation Means Small Steps, Not Giant Leaps; Company’s shift reflects how the industry has changed: WSJ
  • Soon, Students May Learn to Code Instead of Taking French Class: Bloomberg
  • Learning from the Persuasive Genius of Great Leaders: Strategy&
  • How to Overcome Burnout and Stay Motivated: HBR
  • 3 habits of the world’s most influential people: BI
  • Google’s Self-Help Book; The company’s head of human resources tries to teach you to act like his best employees: Bloomberg

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
  • A unit of Macquarie will pay $15 million to resolve accounting fraud charges by the SEC that it underwrote a public offering for China’s Puda Coal; The case is the SEC’s first against an underwriter in its long-running crackdown on alleged accounting fraud by Chinese companies, many of whom entered the U.S. capital markets through backdoor mergers. WSJ
  • Greatness Comes From What You Don’t Buy: Howard Marks: VW

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
  • A unit of Macquarie will pay $15 million to resolve accounting fraud charges by the SEC that it underwrote a public offering for China’s Puda Coal; The case is the SEC’s first against an underwriter in its long-running crackdown on alleged accounting fraud by Chinese companies, many of whom entered the U.S. capital markets through backdoor mergers. WSJ
  • Glitch in Rongsheng Rescue Sheds Light on Shady Investor; Capital market veteran Wang Ping had sights set on struggling shipbuilder, but has been detained on fraud charges: Caixin
  • Chinese bond defaults test govt appetite for market discipline: FT
  • A New Cancer Drug, Made in China; After 14 years, Shenzhen biotech’s medicine is one of the few locally developed from start to finish: WSJ
  • The Chinese Billionaire Zhang Lei Spins Research Into Investment Gold: WSJ
  • China’s Alibaba finance arm, Xiaomi partner in wearable payments: Reuters

India

  • Stock manipulation: India’s Twentyfirst Century Management Services: ML
  • The billionaires brigade comprises 90 from India: Forbes

Japan & Korea

  • Korean drug firms and hospitals going global: KT

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
  • With A Global Footprint, Pan Brothers Lead In Sales As Indonesia’s Largest Garment Manufacturer: Forbes

Macro

  • Beyond the rubber stamp: fund managers and the stewardship dilemma: FT
  • Koreans lose big on Brazil’s sovereign bonds: JA

Energy & Commodities

  • Trading Floors Can’t Feed Africa; Many of the commodity exchanges started in sub-Saharan Africa to help farmers have failed. Bloomberg

TMT

  • Why the graphene light bulb could switch on a new era of innovation: WaPo
  • This single math equation explains all you need to know about Facebook revenue growth, according to Citi: BI
  • The Rise of the ‘Unicorns’ (Graphics): NYT
  • In Silicon Valley Frenzy, VCs Create New Inside Track; Pinterest board observer raised $200 million in three days to buy more shares-with startup’s blessing: WSJ
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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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